Product Support Specialist

Robert Walters; Remote; GBP 40,000 - 45,000; Full time

Job summary

A global fintech company is seeking a Product Support Specialist to work from home. This role offers a salary range of £40,000 to £45,000 plus benefits. The successful candidate will act as the main point of contact for end-users, providing support on financial modeling technologies. Responsibilities also include developing training materials and delivering online training sessions. Ideal applicants will have experience in financial services and knowledge of financial planning concepts.

Qualifications

• Experience in providing user support for financial planning technologies.
• Knowledge of UK financial planning concepts is essential.

Responsibilities

• Act as the main point of contact for end-users.
• Assist users with functional support on financial planning concepts.
• Drive user adoption initiatives and promote applications.
• Develop and update training programs and support materials.
• Deliver online user training sessions.

Skills

User adoption initiatives

Functional support for financial planning

Knowledge of financial planning concepts

Tools

Voyant

Cashcalc

Xtoold+

IO Planning

Job description

Robert Walters is working in partnership with a Global fintech business, that provides financial-planning platform powered by both data and automated advice tools. Its software supports advisors and businesses to deliver bespoke planning, scenario modelling and guidance to a global client base.

Due to continued expansion across global sites, they are keen to appoint a Product Support Specialist to be based in the UK. This is a home based role, salary range of £40,000 to £45,000 plus benefits.

As an experienced Product Support Specialist, you will be responsible for driving user adoption initiatives. Act as the main point of contact for end-users - such as financial planners and advisors. Providing functional support on how to model financial planning concepts.

In addition, you will be responsible for creating and maintain knowledge base content, user training materials and interactive online training delivery.

Product Support Specialist: Duties

• Main point of contact for end-users of groups applications
• Assist end-users with 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 material
• Deliver online user training sessions
• Review user feedback and work with product and development teams for enhancements

Experience of working in financial services

• Cashflow modelling technology - Voyant, Cashcalc, Xtoold+, IO Planning
• Knowledge of UK financial planning concepts

The permanent opportunity for a Product Support Specialist is a home-based position, paying a salary range of £40,000 to £45,000 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 (see below).

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates