At a Glance
- Tasks: Support seamless data transitions and troubleshoot digital processes for new advisory practices.
- Company: Join a dynamic financial services firm focused on innovation and client success.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Fast-paced environment with opportunities for growth and continuous learning.
- Why this job: Make a real impact by enhancing client onboarding and improving digital processes.
- Qualifications: 3 years of relevant experience in IT or data support, preferably in financial services.
The predicted salary is between 44550 - 54450 £ per year.
Our client is looking for an experienced IT: Practice Transition & Data Support professional to support the seamless transition of client data into internal systems when new advisory practices join the business.
The successful candidate will be responsible for preparing and managing data, supporting digital onboarding processes, troubleshooting electronic processes and providing technical support and training to users across different regions.
KEY RESPONSIBILITIES
- Cleanse, sanitise, deduplicate and transform client data in preparation for new practice transitions.
- Prepare and manage client data for migration into internal systems.
- Proactively interrogate and analyse data to identify potential risks, dependencies and issues before they impact the transition process.
- Perform bulk client data take-on and file loading into CRM systems.
- Manage bulk pre-population and enablement for electronic client sign-on.
- Set up and enable bulk digital signatures for clients on behalf of advisory practices.
- Integrate processes into CRM systems to support effective client communication channels.
- Troubleshoot electronic processes between advisory offices and clients on a daily basis.
- Assist internal users with onboarding clients through digital platforms.
- Monitor and measure take-up, successes, failures and completion rates.
- Manage change control relating to practice data entering the production environment.
- Maintain and update dashboards in line with internal SLAs.
- Understand business processes and align them with the operating model and digital ecosystem.
- Provide virtual training and ongoing support to advisory practices and administrative users.
- Assist with establishing systems and training users to ensure the effective use of electronic processes with clients.
REQUIREMENTS
- Matric.
- Relevant tertiary qualification and/or certifications.
- Minimum of 3 years' experience in a similar position.
- Experience within the financial services or wealth management environment would be advantageous.
- TECHNICAL SKILLS & SYSTEMS
- Strong computer literacy with Microsoft Office, particularly Excel.
- Understanding of JSON payloads and configuration files.
- Ability to troubleshoot system integrations.
- Ability to read and understand existing Java Script and C# code.
- Power BI experience would be advantageous.
- Experience with internal/proprietary applications.
- Exposure to CRM systems, particularly Xplan, would be advantageous.
- Experience with XLS and electronic signature platforms would be beneficial.
SKILLS & COMPETENCIES
- Strong technical and IT skills.
- Good data management and analytical ability.
- Excellent verbal and written communication skills.
- Strong problem-solving and troubleshooting ability.
- Ability to work effectively at an operational level within a team.
- Self-motivated with a proactive approach to work.
- Strong initiative and willingness to identify and resolve issues.
- Ability to work effectively under pressure.
- Excellent multitasking and organisational skills.
- Adaptable and willing to take on a wide variety of responsibilities.
- Willingness to continuously learn and improve.
- Professional and confident approach when dealing with internal and external stakeholders.
- IDEAL CANDIDATE
The ideal candidate will be a technically strong, analytical and proactive individual who enjoys working with data, systems and digital processes.
They should be comfortable troubleshooting technical issues, working with multiple stakeholders and managing deadlines in a fast-paced environment.
A strong combination of data management, IT support, system integration and user support experience will be important for success in this role.
**Only candidates with relevant experience will be considered.
Please do not apply if you do not have previous experience in a similar IT, data support, systems or digital process environment.**
IT: Practice Transition & Data Support in Sandhurst employer: Merandcorbett
Join a well-established financial services organisation that prioritises employee development and offers a supportive work culture. As a Monitoring Officer, you will benefit from mentorship opportunities and a clear pathway for career advancement in compliance, all while working in a collaborative environment that values high-quality work and attention to detail.
StudySmarter Expert Advice🤫
We think this is how you could land IT: Practice Transition & Data Support in Sandhurst
✨Join the IT Consultancy Buzz
Get involved in local or virtual IT consultancy meetups and forums. This is where we can rub shoulders with industry professionals, get insights into what Merandcorbett values, and even spot unadvertised opportunities. Don't miss out on these chances to make a name for ourselves in the IT world!
✨Show Off Your Skills
Create a personal project or case study relevant to the challenges Merandcorbett might face. Use platforms like GitHub or Medium to share your findings. This not only demonstrates our consulting skills but shows a proactive attitude, making us stand out from the crowd when applying for that full-time gig.
✨Leverage LinkedIn for Connections
Follow and engage with the relevant thought leaders and influencers in IT consultancy on LinkedIn. Share insightful content and join discussions to gain visibility. A well-placed comment or shared article could catch the attention of someone at Merandcorbett!
✨Direct Apply to Merandcorbett
Let's not forget to apply directly through the Merandcorbett website! Tailor your application to showcase our understanding of their consulting style and how we can contribute to their projects. A personalised approach can make a huge difference in landing that full-time position!
We think you need these skills to ace IT: Practice Transition & Data Support in Sandhurst
Some tips for your application 🫡
Showcase Your Problem-Solving Skills:In IT consulting, it's all about problem-solving, so make sure your CV highlights your analytical skills and any relevant projects you've tackled. Mention specific technologies or methodologies you've used to resolve issues or improve processes; this shows you can think critically and deliver results, which is vital for us at Merandcorbett.
Highlight Relevant Certifications:Certifications like ITIL, PMP, or even specific tech stack qualifications can really make you stand out. Make sure to include these in your CV, as they not only demonstrate your expertise but also your commitment to staying current in the field. We love seeing candidates who are proactive about their professional development!
Tailor Your Cover Letter:Your cover letter is your chance to connect personally with us at Merandcorbett. Share stories about your experiences in IT consulting, and how they shaped your desire to join our team. Mention why you’re excited about this particular role, and how you see yourself contributing to our projects.
Keep It Clear and Concise:We're all busy, so make sure your application is easy to read. Use bullet points for key achievements, and don’t overload us with jargon. A clean, professional layout goes a long way. Remember, the clearer your application, the more likely we are to invite you in for an interview!
How to prepare for a job interview at Merandcorbett
✨Brush Up on Your Technical Skills
For an IT consulting role, be ready to demonstrate your technical prowess. You might face questions on systems integration, cloud technologies, or even troubleshooting specific software. If you have experience with tools like AWS, Azure, or even specific programming languages, make sure you can talk about them fluently.
✨Showcase Your Problem-Solving Approach
IT consulting is all about solving problems for clients. Think about how you can illustrate your approach to a past challenge using the STAR method (Situation, Task, Action, Result). It's a great way to show how you tackle complex issues and come up with effective solutions.
✨Know the Business Impact of IT Solutions
When discussing your experiences, focus not just on the tech solutions you implemented, but also on their business impact. Employers want to see that you can connect IT with organisational goals. Prep examples that highlight how your tech contributions improved efficiency or reduced costs for past clients or projects.
✨Prepare for Behavioural Questions
Since IT consulting often involves teamwork and client interactions, expect behavioural questions that assess your interpersonal skills. Be prepared with examples that demonstrate your adaptability, communication skills, and how you handle client feedback. Before the interview, think of situations where you worked closely with clients to create effective IT strategies or changes.
