Job description
We currently require a highly motivated individual with a friendly and confident manner to provider operational support across the Group. Candidates must have previous experience and understanding of back-office systems such as Volume, Intelligent office, and will need to be able to prioritise a demanding and time-sensitive workloads.
The ideal candidate will be a good communicator with the ability to develop relationships. Traveling across various offices may be required.
Office: Perspective Financial Group Ltd
Location: Home Based
Hours: Monday – Friday 9.00am – 5.00pm (35 hours)
Salary: Competitive dependant on experience and qualifications
Job requirements
- A reliable individual who can manage and prioritise workloads.
- Previous experience working in a Financial Planning firm would be ideal.
- Good working knowledge of back office systems, preferably IO, volume and Platform experience is essential.
- Excellent planning, organisational and multi-tasking abilities.
- Excellent communication skills at all levels.
- Analytical and problem-solving skills
- Flexibility/ adaptability to cope with change.
- Confident with IT and office software packages including Teams, Outlook, Word, Excel,and PowerPoint.
- A team player with a positive attitude.
Other information
- Travel may be required to support office support.
Job responsibilities
The key duties of the role are:
- Focussing on 1st line of support on technical-specific operational issues across the group.
- Business support and guidance of technology user queries and providing guidance.
- Support business needs to improve integration needs and data quality, including valuation.
- Liaise with software providers to resolve issues such as with CRM providers.
- Support technology procedural and policy changes to improve operational efficiency.
- Support the maintenance of systems and configuration.
- Identify and report system/process problems.
- Support testing, and building work flows to support business needs.
- Update and maintenance of system files
- MI reporting
- Due to the nature of the business, the role may also include additional tasks considered reasonable.
Job benefits
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, day paid birthday leave, Life Assurance, Pension and Corporate Eyecare.