Product Support Specialist

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

Job summary

A leading financial services technology firm is looking for a Product Support Specialist to enhance user experience for their financial-planning platform. This home-based role within the UK offers a salary between £40,000 and £45,000, along with benefits. Key responsibilities include being the main contact for users, providing functional support, and delivering training. Candidates should have experience in financial services and familiarity with cashflow modelling technologies. An opportunity to join a global industry leader awaits.

Qualifications

• Experience of working in financial services.
• Proficiency in cashflow modelling technology such as Voyant and Cashcalc.
• Strong understanding of UK financial planning concepts.

Responsibilities

• Act as main point of contact for end-users of group applications.
• Assist end-users with functional support on financial planning tools.
• Promote user adoption of applications as per strategy.
• Develop and update training programs and support material.
• Deliver online user training sessions.
• Review user feedback and collaborate on enhancements.

Skills

Experience of working in financial services

Cashflow modelling technology - Voyant, Cashcalc, Xtoold+, IO Planning

Knowledge of UK financial planning concepts

Job description

Robert Walters is working in partnership with a Global fintech business, that provides a 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.

Product Support Specialist: Responsibilities

• Main point of contact for end-users of group 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

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

Qualifications

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

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