Transitions Support Analyst | Wrap | Financial Planning

Summary about this job

Detail information about job Transitions Support Analyst | Wrap | Financial Planning. Terms and conditions vacancy

Join the market leader of wealth management systems as a Transitions Support Consultant.

This position offers the opportunity to work closely with Business Development Managers, Support Team and clients to help facilitate, design, build and execute transition projects.

Further enhance and develop your project and problem solving skills by planning, supporting and driving the transition of adviser client books. 

Working closely with the Business Development Team during the implementation and transition processes you will:

• Provide analysis for client reviews/fee comparisons to help build a transition business case, supporting Business Development Managers.
• Utilise presentation materials to communicate processes, time frames and dependencies for all transition tasks to clients.
• Liaise with various technical teams to successfully complete transition tasks.
• Communicate all aspects of conversion including requirements and time frames to clients and key stakeholders both internal and external.
• Deliver one-on-one training and technical support.
• Manage the conversion process ensuring all requests for requirements and data are received in a timely manner. 

To be considered for interview you should have the following;

• Previous experience gained from the financial planning industry, Platform/Wrap and/or Funds Management. 
• Experience working with Advisers 
• Advanced Excel is essential 

The following experience is desirable, you may have all of the below or only parts, but you should still be encouraged to apply without all of the below;

Data migration experience;

• Requirements gathering/data mapping/testing.
• Performing conversions/migrations with tools or procedures.

Transition/implementation experience;

• Implementation projects.
• BAU type transitions.

This is a unique opportunity for somebody who has an analytical mindset and is keen to join a rapidly expanding firm with genuine career development avenues available. Initially a 12 month fixed term contract with a view to go permanent based on performance.

To be considered, please send your resume to Alex Ober at Keegan Adams Recruitment via the 'APPLY' link on this website.