Intelligent Office / Dynamic Planner Technology training officer, IFA firm

Astral Recruitment; Horsham; Sur place; GBP 36 000 - 44 000; Plein temps

Avantages offerts par ce poste

Bonus

Résumé du poste

Astral Recruitment is seeking an Adviser Technology Officer to support financial advisory firms by delivering technology assistance, data analysis, and software training to ensure effective use of systems and high-quality client outcomes.

The role combines technical support, system implementation, training delivery, and ongoing system improvements, while maintaining strong compliance standards and a focus on adviser and client needs. Base to £40,000 plus bonus and benefits.

Qualifications

• Experience training staff in financial services (FS).
• Strong experience delivering technology training to advisers.
• Good knowledge of Intelligent Office and Dynamic Planner.

Responsabilités

• Deliver technology assistance to advisers.
• Conduct data analysis to improve system use and client outcomes.
• Provide software training and support for FS teams.
• Contribute to ongoing system improvements while ensuring compliance.
• Assist in on-boarding and training of new staff.

Connaissances

Technology training

Training delivery

Financial services knowledge

Data analysis

Outils

Intelligent Office

Dynamic Planner

Description du poste

Our client is a well established medium sized IFA business based in Horsham and they are currently looking for a Technology Trainer to join the team

This role is working within the Technology department assisting the IFA's using Intelligent Office and Dynamic Planner.

The role

The Adviser Technology Officer supports financial advisory firms within the group by delivering technology assistance, data analysis, and software training to ensure effective use of systems and high-quality client outcomes.

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.

This is a great role for someone who has trained people in FS and has good knowledge of Intelligent Office/Dynamic Planner

Would suit maybe an experienced IFA Administrator or Paraplanner looking for a change

Base to £40000 plus benefits and bonus