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Paid Internship
Work Mode
Time Spent
Required Degree
Duration

9Open Positions

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Adviser Technology Assistant

Titan Wealth
Found 1 week ago
Location
Bristol, United Kingdom
Time
Full-time
Work Mode
Hybrid
Salary
Competitive salary
Visa Help
Not disclosed
Last Verified
1 week ago

Education

  • Bachelor

Skills & Qualifications

Technical Skills

  • IO
  • FE Analytics
  • AssureWeb
  • SmartSearch
  • DocuSign

Soft Skills

  • organisational skills
  • attention to detail
  • problem-solving skills
  • solutions-focused mindset
  • communication skills
  • work collaboratively

Job Description

The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements.

Requirements

  • Strong organisational skills with the ability to manage multiple systems and priorities
  • High attention to detail, particularly around access control and data handling
  • Strong problem-solving skills with a proactive and solutions-focused mindset
  • Excellent communication skills, with the ability to support a range of users with varying technical knowledge
  • Ability to work effectively within a small team while supporting the wider business
  • Comfortable working with systems, data, and administrative tools

Related Field

  • Operations and Logistics

Related Subfield

  • Generalist Operations

Nice to Haves

  • Experience managing user access, licenses, or system administration
  • Exposure to financial services platforms or CRM/back-office systems
  • Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign)
▶Apply Now

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