Horsham
The IT Adviser - Office Based and After 3 months probation - Hybrid \n \n This role is 3 prong, IT Support, Data Analysis and Training \n Support financial advisory firms by delivering technology assistance, data analysis, and software training to ensure effective use of systems and high-quality client outcomes. \n The role combines technical support, system implementation, training delivery, and contribution to ongoing system improvements, while maintaining strong compliance standards and a focus on adviser and client needs. \n \n IT Advisor Core Responsibilities \n Technology Support & Data: \n • Respond to software-related queries from member firms. \n • Analyse, cleanse, and assist in migration of back-office data \n • Assist with software configuration, license administration, and system upgrades. \n Training & Implementation: \n • Deliver high-quality training for new and existing users on both a face to face and remote basis. \n • Maintain accurate, up-to-date training manuals and supporting documentation. \n • Demonstrate system functionality to potential new Financial Advisory Firms. Systems Improvement: \n • Support testing of network-driven system enhancements. \n • Provide structured, actionable feedback to inform system development. \n \n Client & Compliance Focus: \n • Uphold the companies commitment to delivering outcomes that prioritise Client Best Interests. \n • Maintain full compliance with all the companies policies, especially the Conflict-of-Interest Policy and the Inducement & Incentive Policy. \n \n The IT Advisor key skills ;- \n Essential Skills \n • Proven training experience. \n • Excellent written and verbal communication skills. \n • Strong analytical and problem-solving ability. \n • Advanced knowledge of Excel. \n \n Qualifications & experience \n • Financial Services qualifications preferred \n • Experience within financial services and understanding of financial products. \n • Experience delivering software training to non-technical users. \n • Experience in undertaking data analysis \n