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- Tasks: Support our Digital Wealth portals and resolve technical issues for users.
- Company: Join a dynamic team in the financial services sector focused on innovation.
- Benefits: Enjoy flexible working, access to diverse tech disciplines, and a collaborative culture.
- Why this job: Be part of a progressive environment where your problem-solving skills make a real impact.
- Qualifications: Experience in Wealth Management, strong IT skills, and proficiency in SQL required.
- Other info: Opportunity for weekend work and participation in user workshops.
The predicted salary is between 36000 - 60000 £ per year.
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The role is focused on the operational support of our Digital Wealth portals 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.
To succeed in this role, you need to have a natural analytical way of thinking along with an eye for detail and be a first-class problem solver – you need to be delivery focused, able to multi-task and very much a team player.
You will get access to a wide range of different technical disciplines and must be comfortable working within a flexible and progressive environment.
Job Description
· Level 2 technical support of our Digital Wealth portals.
· Work with our suppliers and internal development teams in incident, request, and change management processes.
· Prioritising technical issues based on impact and urgency.
· Managing a queue of incidents and requests, ensuring work notes are maintained.
· Provide support for portal configuration, releases and upgrades.
· Problem analysis and resolution for portal problems, in conjunction with the business users and third-party suppliers where necessary.
· Participation in testing and release management.
· Investigating root cause analysis and identifying trends.
· Support research, analysis, and implementation of new processes.
· Data analysis and production of ad-hoc reports.
· Routine maintenance and monitoring of our portals.
· Participate in user and supplier workshops and forums.
· Support process adoption across the business relating to our portals.
· Support occasional weekend and out of hours activities.
· User set up and maintenance.
Qualifications
· Previous experience of working in Wealth Management or similar.
· An understanding of wealth management or financial services products and processes.
· Proficient IT skills in core Microsoft Office systems.
· Proficient use of SQL.
· >2 years’ experience in an Application Support role or similar.
· Experience / awareness of Rest API, JIRA, Post Man, Confluence, Windows Servers and analysing application log files.
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Digital Wealth Analyst employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Digital Wealth Analyst
✨Tip Number 1
Familiarise yourself with the specific tools and technologies mentioned in the job description, such as SQL, JIRA, and Rest API. Having hands-on experience or even completing online courses related to these tools can give you a significant edge during discussions.
✨Tip Number 2
Network with professionals already working in wealth management or application support roles. Engaging with them on platforms like LinkedIn can provide insights into the industry and potentially lead to referrals for the position.
✨Tip Number 3
Prepare to demonstrate your problem-solving skills through real-life examples. Think of scenarios where you've successfully resolved technical issues or improved processes, as this will showcase your analytical thinking and delivery focus.
✨Tip Number 4
Stay updated on trends in digital wealth management and financial services. Being knowledgeable about current developments can help you engage in meaningful conversations during interviews and show your genuine interest in the field.
We think you need these skills to ace Digital Wealth Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in application support, particularly in wealth management or financial services. Emphasise your technical skills, especially in SQL and any experience with tools like JIRA and Confluence.
Craft a Strong Cover Letter: In your cover letter, demonstrate your analytical thinking and problem-solving abilities. Mention specific examples of how you've successfully resolved technical issues in previous roles, and express your enthusiasm for working in a team-oriented environment.
Showcase Technical Proficiency: Clearly outline your IT skills, particularly your proficiency in Microsoft Office and any experience with Rest API or Windows Servers. This will show that you have the technical foundation needed for the role.
Highlight Team Collaboration: Since the role requires working closely with business stakeholders and third-party providers, include examples of past experiences where you collaborated effectively with others to achieve common goals. This will demonstrate your ability to be a team player.
How to prepare for a job interview at Evelyn Partners
✨Show Your Analytical Skills
As a Digital Wealth Analyst, you'll need to demonstrate your analytical thinking. Prepare examples from your past experiences where you've successfully solved complex problems or analysed data to make informed decisions.
✨Familiarise Yourself with Relevant Tools
Make sure you have a good understanding of the tools mentioned in the job description, such as SQL, JIRA, and Postman. Being able to discuss how you've used these tools in previous roles will show your technical competence.
✨Understand Wealth Management Basics
Brush up on your knowledge of wealth management and financial services products. Being able to speak confidently about industry concepts will impress the interviewers and show your genuine interest in the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of situations where you've had to prioritise tasks or manage incidents, and be ready to explain your thought process and outcomes.
