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For Companies At a Glance
- Tasks: Be the go-to person for users, providing expert support and training on financial planning software.
- Company: Join a leading global fintech company revolutionising financial planning with innovative technology.
- Benefits: Enjoy a competitive salary, remote work flexibility, and comprehensive benefits.
- Why this job: Make a real difference by helping users maximise their financial planning tools.
- Qualifications: Experience in financial services and knowledge of cashflow modelling technology required.
- Other info: This is a fantastic opportunity for career growth in a dynamic, remote environment.
The predicted salary is between 34000 - 38000 £ per year.
Robert Walters is partnering with a global fintech business that provides a financial-planning platform powered by data and automated advice tools. Its software supports advisors and businesses to deliver bespoke planning, scenario modelling and guidance to a global client base. They are appointing a Product Support Specialist to be based in the UK. This is a home-based role. Salary range: £40,000 to £45,000 plus benefits.
Responsibilities
- Main point of contact for end-users of group applications
- Provide in-depth functional support on how to model financial planning concepts
- Promote user adoption of applications in line with group strategy
- Drive development and updates of training programs and support materials
- Deliver online user training sessions
- Review user feedback and work with product and development teams for enhancements
Qualifications / Experience
- Experience of working in financial services
- Cashflow modelling technology – Voyant, Cashcalc, Xtoold+, IO Planning
- Knowledge of UK financial planning concepts
Location: Remote (UK-based). Salary £40,000–£45,000 per annum plus benefits. This is an opportunity to join a global industry leader. For further information, please apply with an updated CV and reach out to Ajay Hayre on ajay.hayre@robertwalters.com.
Product Support Specialist in City of London employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Product Support Specialist in City of London
✨Tip Number 1
Get to know the company inside out! Research their products, values, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being a part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. A friendly chat can sometimes lead to insider tips or even a referral, which can give you a leg up in the hiring process.
✨Tip Number 3
Prepare for the interview by practising common questions and scenarios related to product support. Think about how you would handle specific user issues or promote user adoption – this will show your problem-solving skills!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and keep you fresh in their minds. Plus, it shows your enthusiasm for the role!
We think you need these skills to ace Product Support Specialist in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Product Support Specialist role. Highlight your experience in financial services and any relevant software you've used, like cashflow modelling technology. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your understanding of UK financial planning concepts, as that’s key for us.
Showcase Your Communication Skills: As a Product Support Specialist, you'll be the main point of contact for users. Make sure your application reflects your strong communication skills. Whether it's through your CV or cover letter, let us know how you can effectively support and train users.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Robert Walters UK
✨Know Your Financial Tools
Make sure you brush up on your knowledge of cashflow modelling technologies like Voyant and Cashcalc. Being able to discuss these tools confidently will show that you're not just familiar with them, but that you can also provide in-depth support to users.
✨Understand User Adoption Strategies
Familiarise yourself with strategies for promoting user adoption of applications. Think about how you can encourage end-users to embrace the financial planning platform and be ready to share your ideas during the interview.
✨Prepare for Training Scenarios
Since delivering online training sessions is part of the role, consider preparing a mini-training session on a relevant topic. This will demonstrate your ability to communicate complex concepts clearly and effectively.
✨Feedback is Key
Be ready to discuss how you would handle user feedback. Think about examples from your past experience where you've worked with product teams to implement enhancements based on user input. This shows your collaborative spirit and commitment to continuous improvement.
