Eden Rose
Adviser Technology Officer
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref 90990
Location: Horsham, Sussex
Salary: £35,000 - £40,000 Per Annum
Employment Type: Permanent
Adviser Technology Officer
Location: Horsham, Sussex (Head Office) with occasional UK travel
Salary: £35,000 – £40,000 DOE
Hours: Full-time, 09:00 – 17:00
Hybrid: Office based for first 3 months probation
Are you experienced in software training, financial services technology, and data analysis? Do you enjoy helping users get the most from technology while delivering excellent customer outcomes?
We are working with a well-established and highly respected financial services organisation that supports a nationwide network of financial advisers. They are seeking an Adviser Technology Officer to join their Operations team and play a key role in supporting adviser firms with technology, systems, training, and data management.
This is an excellent opportunity for someone with a strong blend of technical knowledge, financial services experience, and relationship-building skills.
The Role
As an Adviser Technology Officer, you will support adviser firms in the effective use of business-critical software and systems. You will provide technical guidance, deliver training, assist with data migration projects, and contribute to ongoing system improvements.
Working closely with advisers and internal stakeholders, you’ll help ensure users maximise the value of the technology available to them while maintaining high standards of service and regulatory compliance.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
Technology Support & Data Management
- Provide support and guidance on software-related queries from adviser firms.
- Analyse, cleanse, validate, and assist with back-office data migration projects.
- Support system configuration, licence administration, and software upgrades.
- Troubleshoot issues and work collaboratively to identify effective solutions.
Training & User Adoption
- Deliver engaging face-to-face and remote software training sessions.
- Create and maintain high-quality training materials, guides, and documentation.
- Support onboarding activities for new users and adviser firms.
- Demonstrate system functionality and benefits to prospective firms.
Systems Development & Improvement
- Assist with the testing and implementation of system enhancements.
- Gather user feedback and provide recommendations for future improvements.
- Work closely with internal teams to help optimise processes and technology solutions.
Compliance & Service Excellence
- Ensure all activities are carried out in line with regulatory requirements and company policies.
- Maintain a strong focus on delivering positive adviser and client outcomes.
- Keep up to date with industry developments, technology changes, and best practice.
About You
To be successful in this role, you will have:
Essential Skills
- Previous experience delivering software or systems training.
- Excellent communication and presentation skills.
- Strong analytical and problem-solving abilities.
- Advanced Microsoft Excel skills.
- The ability to explain technical concepts to non-technical audiences.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience & Qualifications
- Experience within the financial services sector.
- Understanding of financial products and adviser processes.
- Experience of data analysis and data migration activities.
- Previous experience supporting business systems or adviser technology platforms.
- Financial services qualifications would be advantageous but are not essential.
Personal Attributes
We’re Looking For Someone Who Is
- Self-motivated and able to work independently.
- A strong team player with a collaborative approach.
- Organised, methodical, and able to manage multiple priorities.
- Customer-focused, with a genuine desire to help others succeed.
- Adaptable and comfortable working in a changing environment.
- Committed to continuous learning and professional development.
What’s on Offer?
- Opportunity to join a respected and growing financial services organisation.
- Varied role combining technology support, training, and data projects.
- Excellent exposure to adviser technology and business systems.
- Supportive and professional working environment.
- Ongoing development and career progression opportunities.
If you’re looking for a role where you can combine your financial services experience with technology expertise and training delivery, we’d love to hear from you.
Apply today for immediate consideration.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location