At a Glance
- Tasks: Provide technical support for our Wealth Management platforms and resolve user issues.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a passionate team.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse workplace committed to inclusion and personal growth opportunities.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Experience in Wealth Management or application support, with strong IT and problem-solving skills.
The predicted salary is between 30000 - 40000 £ per year.
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.
About the Role
We’re seeking a talented individual to join our team in Liverpool, responsible for 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 and provides technical support in investigating and resolving issues, and triaging requests.
Responsibilities
- 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
- Prioritise 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
- 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 a first‑class problem solver
- Delivery focused, able to multi‑task and a strong team player
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- 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 are 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 can achieve their full potential within a safe, supportive and inclusive environment. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
Wealth Platform Support Analyst in Liverpool employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work environment in Liverpool where employees are empowered to thrive. With a strong focus on personal and professional growth, the company provides comprehensive benefits including private medical insurance, a generous holiday package, and a commitment to diversity and inclusion. Join a passionate team dedicated to delivering expert financial advice while enjoying a supportive culture that values your contributions and fosters collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Platform Support Analyst in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Wealth Platform Support Analyst in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evelyn Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evelyn Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evelyn Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
