Digital Wealth Analyst

Evelyn Partners; Bracknell; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in Bracknell is seeking a Level 2 Application Support Specialist for their Digital Wealth portals. This role focuses on providing technical support, managing incidents, and collaborating with third-party suppliers. Candidates should possess strong analytical skills with over 2 years in a similar role and proficiency in SQL and Microsoft Office. This is an excellent opportunity for someone keen on problem-solving and working in a dynamic environment.

Qualifications

• Experience in Wealth Management or similar.
• Understanding of financial services products and processes.
• 2+ years in an Application Support role or similar.

Responsibilities

• Provide Level 2 technical support for Digital Wealth portals.
• Collaborate with suppliers in incident and change management.
• Prioritize technical issues based on impact and urgency.
• Manage incidents and requests queue with maintained notes.
• Support for portal configuration and upgrades.
• Analyze and resolve portal problems in collaboration with users.

Skills

Analytical thinking

Problem solving

Team player

Delivery focused

Multi-tasking

Tools

SQL

Microsoft Office

JIRA

Postman

Confluence

Windows Servers

Job description

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The role is focused on the operational support of our Digital Wealth portals 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.

To succeed in this role, you need to have a natural analytical way of thinking along with an eye for detail and be a first-class problem solver - you need to be delivery focused, able to multi-task and very much a team player.

You will get access to a wide range of different technical disciplines and must be comfortable working within a flexible and progressive environment.

Job Description

· Level 2 technical support of our Digital Wealth portals.

· Work with our suppliers and internal development teams in incident, request, and change management processes.

· Prioritising technical issues based on impact and urgency.

· Managing a queue of incidents and requests, ensuring work notes are maintained.

· Provide support for portal configuration, releases and upgrades.

· Problem analysis and resolution for portal problems, in conjunction with the business users and third-party suppliers where necessary.

· Participation in testing and release management.

· Investigating root cause analysis and identifying trends.

· Support research, analysis, and implementation of new processes.

· Data analysis and production of ad-hoc reports.

· Routine maintenance and monitoring of our portals.

· Participate in user and supplier workshops and forums.

· Support process adoption across the business relating to our portals.

· Support occasional weekend and out of hours activities.

· User set up and maintenance.

Qualifications

· Previous experience of working in Wealth Management or similar.

· An understanding of wealth management or financial services products and processes.

· Proficient IT skills in core Microsoft Office systems.

· Proficient use of SQL.

· >2 years’ experience in an Application Support role or similar.

· Experience / awareness of Rest API, JIRA, Post Man, Confluence, Windows Servers and analysing application log files.