Wealth Platform Support Analyst

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.

What will you be doing? 

We’re seeking a talented individual to join our team in Liverpool, 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.

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.

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

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.