Evelyn Partners

Wealth Management

WealthPlatformSupportAnalyst

£35–50k ~AI est. Liverpool, United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“Wealth Platform Support Analyst at Evelyn Partners. Skills: Application Support, Wealth Management. Provide Level 2 technical support. Work with suppliers in incident management”

Industry & Context.

Wealth Management
Problems you'll solve

Problem solving; Analytical thinking

What They're Looking For.

Must Have

Application Support role experience, Proficient IT skills in core Microsoft Office systems, Analytical way of thinking, First-class problem solver, Delivery focused, Able to multi-task

Nice to Have

Experience of working in Wealth Management or similar, Understanding of wealth management or financial services products and processes, Awareness of SQL, Awareness of Rest API, Awareness of JIRA, Awareness of Confluence

What You'll Do.

Provide Level 2 technical support

Work with suppliers in incident management

Work with suppliers in request management

Work with suppliers in change management

Work with internal development teams in incident management

Work with internal development teams in request management

Work with internal development teams in change management

Prioritise technical issues based on impact

Prioritise technical issues based on urgency

Manage a queue of incidents

Manage a queue of requests

Provide support for application configuration

Provide support for releases

Provide support for upgrades

Problem analysis for application problems

Resolution for application problems

Participate in testing

Participate in release management

How You'll Work.

Team & Collaboration

Business stakeholders; Third party platform providers; Internal development teams

Full Job 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. 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. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of wealth management or financial services products and processes * Previous experience in an Appl

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