Senior Technical Analyst

Wealthtime; Bath; Hybrid; GBP 40,000 - 90,000; Full time

Job summary

Wealthtime is seeking a Senior Technical Analyst to join its Complaints and Technical Team. This role involves providing vital support services, facilitating cross-operational improvements, and maintaining regulatory compliance. The ideal candidate will have substantial financial services experience, technical investment knowledge, and excel in analytical tasks. Competitive compensation and a hybrid working model are offered, along with excellent benefits focused on professional growth and well-being.

Benefits

Competitive salary

Hybrid working model

Yearly discretionary bonus

34 days of holiday

Private medical scheme

Wellbeing day

Career advancement support

Interest-free season ticket loans

Qualifications

• Experience in financial services is essential.
• Strong technical understanding of investment products.
• Excellent communication skills and data processing ability in Excel.

Responsibilities

• Ensure timely verification and submission of regulatory reporting.
• Participate in forums for potential regulatory changes.
• Lead training sessions in technical subjects.

Skills

Technical SIPP knowledge

Attention to detail

Interpersonal skills

Excel data processing

Accountability

Ability to work under pressure

Education

Industry recognised qualifications

Tools

MS Office

Job description

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About Us

At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'

About Us

At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'

With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About The Role

As a member of the Complaints and Technical Team you will provide a wide range of support services to the business, and will provide significant drive to cross-operational process improvements and revisions and provide a holistic view across the business including Wealthtime Classic.

Key Responsibilities

• Ensure a calendar of events is kept up to date and visible to Customer Operations to ensure clarity on key event dates.
• Verify and submit regulatory reporting including Customer outputs and Wealthtime Classic.
• Participate to both internal and external forums ensuring a constant scanning of potential changes that would impact the business.
• Ensure these changes are well understood, analysing operational impact and ensuring required changes are delivered and tested on time to meet regulatory requirements.
• Support the business to meet its regulatory reporting obligations.
• Deliver internal reporting as required.
• Assist in user acceptance testing of software version releases and patches relating to all online and back-office systems.
• Lead training sessions in technical subjects where there is potential for key person dependency or requirement to improve knowledge within the business.
• Take a prominent role in resolution of any business-critical issues where technical expertise is required.
• Plan and implement operational changes as a result of new legislation or the introduction of new products or services.
• Ensure that procedural documentation is consistent, up to date and fit for purpose.
• Keep up to date with relevant financial market developments and escalate any articles of interest.
  
  

About You

Essential

Specialist Skills, Qualifications and Experience:

• Financial services experience.
• Technical understanding of investments and investment products as well as Technical SIPP knowledge
• Good attention to detail.
• Excellent interpersonal and communication skills.
• The ability to process data in Excel.
• Ownership and accountability.
• Excellent drive with ability to work unsupervised and under own initiative.
• Ability to work well under pressure and to tight deadlines.
• Comfortable with upward delivery of messages, regardless of nature
  
  

Desirable

• Advanced knowledge of MS Office including Word and Excel.
• Working knowledge of a range of client servicing administration processes.
• Industry recognised qualifications.
  
  

Rewards & Benefits:

Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.

Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth: We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security: Prepare for your future with our Group contributory pension scheme.

Travel with Ease: We offer interest-free season ticket loans to help with travel costs.

Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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