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Full-time, Temporary
professional certificate
Private medical insurance, Life assurance, Pension contribution, Hybrid working model, Generous holiday package, Option to purchase additional holiday
Posted 14d ago
~40 hrs/week
Responsibilities
The role involves providing level 2 technical support for core wealth management platforms and managing incidents, requests, and changes. You will collaborate with internal teams and third-party suppliers to resolve application issues and participate in testing and release management.
Requirements
Candidates should have previous experience in wealth management or application support, along with proficiency in SQL, Jira, and Confluence. Strong analytical skills and familiarity with portfolio management suites or trading platforms are essential for this position.
Full job description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented individual to join our team in Glasgow on a 6 Month FTC, which is responsible for focusing on the operational support of our Core Wealth platforms 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.
You will get access to a wide range of different technical disciplines and must be comfortable working within a flexible and progressive environment. Previous experience of investments will help you to translate our user requirements.
As Wealth Platform Support Analyst, your responsibilities will include among others:
Level 2 technical support of our core Wealth Management platforms
Work with our suppliers and internal development teams in incident, request, and change management processes
Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained
Provide support for application configuration, releases and upgrades.
Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary.
Participation in testing and release management.
Qualifications
To be successful in this role, you should:
Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms
Previous experience in an Application Support role or similar
Proficient IT skills in core Microsoft Office systems
Previous experience / awareness of SQL, Rest API, JIRA, and Confluence
Analytical way of thinking along with an eye for detail and be a first-class problem solver
Delivery focused, able to multi-task and very much a team player
Desired:
Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable
CISI qualifications desirable
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Meet the people behind your future.
As a UK leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next.
It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.
Offices: 45 Gresham Street, London, EC2V 7BG, GB · 7 Albyn Terrace, Aberdeen, Scotland AB10 1YP, GB · 103 Colmore Row, Birmingham, England B3 3AG, GB · 2 Poole Road, Second Floor, Midland House, Bournemouth, BH2 5QY, GB · Western Road, The Observatory, Bracknell, RG12 1RF, GB