At a Glance
- Tasks: Provide technical support for Wealth Management platforms and resolve user issues.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy private medical insurance, generous holidays, and a supportive work environment.
- Other info: Diverse workplace committed to inclusion and personal growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in Wealth Management or Application Support, with strong IT skills.
Office Location: Glasgow (Bothwell Street)
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests.
As Wealth Platform Support Analyst, your responsibilities will include among others:
- Level 2 technical support of our core Wealth Management platforms
- Work with our suppliers and internal development teams in incident, request, and change management processes
- Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained
- Provide support for application configuration, releases and upgrades.
- Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary.
- Participation in testing and release management.
Qualifications
To be successful in this role, you should:
- Previous experience of working in Wealth Management or similar with an understanding of wealth management or financial services products and processes
- Previous experience in an Application Support role or similar
- Proficient IT skills in core Microsoft Office systems
- Previous experience / awareness of SQL, Rest API, JIRA, and Confluence
- Analytical way of thinking along with an eye for detail and be a first-class problem solver
- Delivery focused, able to multi-task and very much a team player
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Wealth Platform Support Analyst in Liverpool employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in the vibrant city of Glasgow, offering a dynamic work culture that prioritises employee well-being and professional growth. With a strong commitment to diversity and inclusion, we provide our team with comprehensive benefits, including private medical insurance and generous holiday packages, ensuring a supportive environment where everyone can thrive. Join us to be part of a passionate team dedicated to empowering clients through expert financial advice while enjoying a fulfilling career path in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Platform Support Analyst in Liverpool
✨Tip Number 1
Network like a pro! Reach out to current employees at Evelyn Partners on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by understanding the core Wealth Management platforms. Brush up on your knowledge of SQL, Rest API, and JIRA. Showing that you know your stuff will impress the hiring team!
✨Tip Number 3
Practice your problem-solving skills! Think of examples from your past experiences where you’ve tackled technical issues. Being able to articulate your thought process will show you’re a first-class problem solver.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the Evelyn Partners team.
We think you need these skills to ace Wealth Platform Support Analyst in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Wealth Platform Support Analyst role. Highlight your experience in wealth management and any relevant technical skills, like SQL or JIRA, to show us you’re the perfect fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your skills can help us provide top-notch support to our clients. Keep it engaging and personal!
Show Off Your Problem-Solving Skills:In your application, don’t forget to mention specific examples of how you've tackled challenges in previous roles. We love seeing analytical thinking and a proactive approach to problem-solving!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management and financial services products. Understanding the core concepts will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Familiarise Yourself with Technical Tools
Make sure you're comfortable with SQL, Rest API, JIRA, and Confluence. If you can, practice using these tools beforehand. Being able to discuss your experience with them will show that you're ready to hit the ground running.
✨Prepare for Problem-Solving Scenarios
Think of examples from your past experiences where you've successfully resolved technical issues or supported users. Be ready to explain your thought process and how you prioritised tasks, as this is crucial for the role.
✨Show Your Team Spirit
Evelyn Partners values teamwork, so be prepared to discuss how you've collaborated with others in previous roles. Share specific examples that highlight your ability to work well in a team and support your colleagues.
