Evelyn Partners
Financial Services
WealthPlatformSupportAnalyst
Neural analysis suggests this role is
optimal for mid candidates.
“Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support, Incident management. Provide Level 2 technical support. Work with suppliers in incident management”
Industry & Context.
Problem solver
What They're Looking For.
Must Have
Application Support role experience, Proficient IT skills in core Microsoft Office systems, Analytical way of thinking, Eye for detail, First-class problem solver, Delivery focused, Able to multi-task, Team player
Nice to Have
Experience of working in Wealth Management or similar, Understanding of Portfolio management suites, Understanding of trading platforms, Awareness of SQL, Awareness of Rest API, Awareness of JIRA, Awareness of Confluence, Knowledge of Iress, Knowledge of Avaloq, Knowledge of Fidessa
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
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
Participation in testing
Participation in release management
How You'll Work.
Team & Collaboration
With business stakeholders; With third party platform providers; With 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 Portfolio management suites and trading platforms * Previous experience in an Application Suppo
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