At a Glance
- Tasks: Provide technical support for Wealth Management platforms and resolve user issues.
- Company: Evelyn Partners, a leader in wealth management with a focus on client needs.
- Benefits: Private medical insurance, life assurance, generous holiday package, and pension contributions.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Join a passionate team and make a real impact in wealth management.
- Qualifications: Experience in Wealth Management or application support, with strong IT skills.
The predicted salary is between 40000 - 50000 £ per year.
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 Portfolio management suites and trading platforms
- 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
- Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable
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 London employer: Evelyn Partners
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, employees benefit from comprehensive perks such as private medical insurance, generous holiday packages, and opportunities for personal development within a supportive team environment. Join us to be part of a passionate group dedicated to empowering clients and making impactful decisions together.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Platform Support Analyst in London
✨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
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evelyn Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Platform Support Analyst in London
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.
