Wealth Platform Support Analyst
Evelyn Partners
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. About the Role We’re seeking a talented individual to join our team in Liverpool, responsible for 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 and provides technical support in investigating and resolving issues, and triaging requests. Responsibilities 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 Prioritise 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 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 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 a first‑class problem solver Delivery focused, able to multi‑task and a strong team player Benefits Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) 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 are 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 can achieve their full potential within a safe, supportive and inclusive environment. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know. #J-18808-Ljbffr