We have an excellent opportunity for a Technical Support Analyst to join our existing professional team. Your main task will be to collect, analyse and present data on behalf of LIFT’s advisor's.
As a Technical Support Analyst you will be responsible for writing reports, requiring you to an understanding of the advisory process in order to identify where there may be any more effective solutions. You will be able to quickly and accurately analyse existing assets, based on the data collected by a PPA, to identify if better client outcomes can be achieved in alternative products.The suitable Technical Support Analyst will identify and monitor existing processes to improve the efficiency of the team.
Technical Support Analyst Tasks:
Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Technical Support
Provide technical support and back up to Advisers and the Sales Support function
Complete portfolio reviews and rebalancing requests
Deal with client and insurer queries to completion via the telephone or in writing
Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
Don't delay, apply today.