Job Description

OVERALL SUMMARY
Reporting to the IT Production Support Manager, this role will be working directly with Private Client Fund Managers, Investment Support team, Risk & Performance team, Operations, Finance, compliance and other business users to understand and resolve production issues and defects related to both internal and third party systems. The team support, manage and own the configuration of the Iress/XPLAN applications.
Working directly with the third party vendors and the business users on Support tickets and issues and following up for a timely resolution. Working directly with the IT development team on issues reported on internally developed applications.
RESPONSIBILITIES

• Triage, investigation and resolving technical issues related to in-house and third-party applications, system integration, data feeds and data flows.
• Providing support to users, monitoring system performance, and ensuring the smooth operation of applications within the organisation.
• Actively use monitoring tools to identify potential issues and along with alerting tools, proactively take corrective actions.
• Manage system configurations within the applications, including scaling, resource allocations and deployment settings.
• Assist with the implementation of new features, updates and patches to cloud and on-premises applications, ensuring smooth transition and minimal disruption.
• Proactive and timely liaison with third-party supplier support teams

Regulatory responsibilities Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

WE WOULD LOVE TO HEAR FROM YOU IF:

• Ability to think through and analyze data flows and to solve complex business and technology problems, thereby identifying the root cause of issues
• Proactive, accountable and adaptable to changes
• Growth mindset, especially in relation to learning new skills and technologies
• Excellent problem-solving skills and the ability to work with data analysis tools such as Excel or SQL.
• High attention to detail, high level of accuracy with self-validation
• Excellent time management skills and able to work to agreed deadlines.
• Ability to work in a dynamic, collaborative environment as both a team player, as well as managing a personal work portfolio of incidents and problems
• Excellent verbal and written communication skills.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• At least 5 years' experience working within a Windows/SQL Server based environment, with proficient OS & SQL skills, including the ability to understand & write basic SQL queries.

• XPLAN or MS Dynamics administration/configuration skills or similar previous experience of developing and troubleshooting configuration workflows (tasks/threads/templates/wizards).

• Experience working within a cloud-based environment with multiple service vendors/providers. Direct experience supporting and troubleshooting APIs and other integrations involved in a complex architecture, as well as escalating within vendor organisations to ensure successful resolutions.

• Background in Financial Services with at least 5 years live support experience.

• ITIL certification along with a high degree of competency working with incident, problem and change processes.

• Demonstrable experience in all or most of the following technologies - Windows Server; SQL Server; Oracle; Azure; Microsoft Dynamics; Snowflake; APIs; Power BI; Excel, VBA

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at .

Skills Required