We are looking for a Tech Support to join our team, this could suit someone who is looking to push forward into the next role of their career and would suit someone with a few years of experience. What we're really looking for is someone who feels passionate about the role and creating tech efficiencies.

About Emery Little

Emery Little is a third generation family-owned, chartered financial planning firm with a heritage stretching back to 1971.

We believe financial planning should go beyond numbers to focus on what truly matters – your life goals, values and aspirations. Through meaningful conversations and long-term relationships, we help you gain clarity about your financial future and build the confidence to live life with purpose.

As a completely independent firm, we offer objective advice that always puts your interests first. All our financial planners are chartered professionals, reflecting our commitment to the highest standards in qualifications, ethics and professional development.

Whether you're planning for retirement, ensuring financial security for loved ones, or navigating a major life transition, we're here to help turn your "what ifs" into "what nexts".

What is a Tech Support

As part of our Operations team, you’ll work closely with everyone across the business to help improve technical process, implement technology projects and increase productivity across the team. You will have a varied role where you will help improve things like internal processes, client experience and automate tasks within our back-office system.

You’ll report to the Head of Operations.

Your aim is to be the technical support within the wider financial planning business to ensure we are utilising and leveraging technology in an efficient and consistent manner. Whilst you do not need to be an expert in financial planning, you will need to be able to interpret and understand the issues within the business to help build solutions to help solve key issues within the business.

Key responsibilities and accountabilities

Technology Support

• Provide day to day tech support to the wider team to ensure we are all working productively.

• Help problem solve any issues within the business and deliver any key technology changes that may be required.

• Help build and maintain systems and automate processes.

• Alongside our external support, implement and maintain our IT policies and procedures.

• Liaise with our key external partners to ensure smooth running of our back office systems.

• Help troubleshoot and problem solve technical issues for team members.

Improve systems and processes

• Be a sounding board and help problem solve with the wider team.

• Provide support to Heads of Departments to enable them to improve the use of technology within their teams.

• Learn from the team to enable you to build or change existing processes to be more efficient.

Project Management

• Collaborate with the wider team to identify business problems.

• Plan, build and implement projects within the business and have full autonomy to roll these out to suit the needs of the business.

• Monitor and review tech projects to ensure they are completed on time and that they are achieving what the business requires.

Championing your own development

We really like seeing our employees flourish and we demonstrate this by investing time and money in your professional development. In turn, we ask you to be as committed to your development as we are. We hope to see you:

• Taking full advantage of the support we offer as you work towards any relevant training or qualifications.

• Monitoring, learning from and talking about the current developments relevant across technology and financial planning.

• Looking for ways to build on your financial and technical expertise.

What we want in a candidate

• Excellent problem-solving skills

• Ability to work independently and within wider team

• Desire to improve process and create efficiencies

• Proficiency in Microsoft suite

• Proficiency of Microsoft Power Suite

• Knowledge of working within Microsoft Dynamics

Would be nice to also have

• Familiarity within financial planning

• Degree in Computer Science (or similar)

• Previous experience in financial planning firm

• Previous experience managing and delivering projects

What we can offer

• Salary £35,000 – £55,000 dependant on experience

• PMI with Vitality

• Pension matching 5% for first five years, increasing up to 10% matching

• £35 wellness credits per month on Heka

• EAP with BUPA

• 4 x DIS

• This would be a hybrid role working between home and within our Camden office – happy to discuss requirements of individuals

• Flexible working and Flexi Fridays once per month (ability to take one afternoon off per month)

• Full support for relevant training and qualifications

Contact

If you are interested, please send an email and CV to our Head of Operations, Mel Abplanalp on mel@emerylittle.com