Intelligent Office / Dynamic Planner Technology training officer, IFA firm

Our client is a well established medium sized IFA business based in Horsham and they are currently looking for a Technology Trainer to join the team

This role is working within the Technology department assisting the IFA's using Intelligent Office and Dynamic Planner.

The role

The Adviser Technology Officer supports financial advisory firms within the group by delivering technology assistance, data analysis, and software training to ensure effective use of systems and high-quality client outcomes.

The role combines technical support, system implementation, training delivery, and contribution to ongoing system improvements, while maintaining strong compliance standards and a focus on adviser and client needs.

This is a great role for someone who has trained people in FS and has good knowledge of Intelligent Office/Dynamic Planner

Would suit maybe an experienced IFA Administrator or Paraplanner looking for a change

Base to £40000 plus benefits and bonus

For more details call Jason at Astral