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Join a cutting-edge financial platform and shape the future of investment advisory services
Overview
Salary
No salary declared 😔
Location
Edinburgh, United Kingdom - Hybrid
Nomad Friendly?
Hybrid (In-person ~2 days / week)- Edinburgh United Kingdom,London United Kingdom
Expires
Expires at anytime
Morningstar is at the forefront of financial services, offering innovative platforms that transform the way investment advisors operate. Our hybrid work environment provides a blend of remote flexibility and in-person collaboration, ensuring our team members are equipped to excel and feel connected to our global mission.
Role Summary:
- Set up and customize new branded platform services for advisory firms
- Conduct training sessions for advisers and model managers
- Facilitate the transition of new clients to Adviser Support
- Manage projects to integrate client back books onto the platform
- Maintain implementation details using our Corporate CRM system
- Coordinate and provide demonstrations, and attend meetings with key stakeholders
- Collaborate with internal teams to gather feedback and influence product development
Role Requirements:
- Understanding of adviser firm operations
- Knowledge of tax wrappers
- Expertise in building relationships and communication
- Proficiency in IT and technical aspects of the role
- Attention to detail and ability to work both as a team and independently
- Willingness to travel as needed
Qualifications:
- Experience in IT training, implementation, sales, or support within the financial services industry
- 3-4 years of experience in an advisory or investment environment
- A professional qualification or progress towards one is preferable
About the role: To work with new clients to capture their operational requirements, implement our service within their firm and then embed its use to the point it can be described as business as usual.
Job responsibilities: Responsibilities include setting up new branded platform services for firms, training adviser firms and model managers, managing the transition of new clients from Implementation to Adviser Support, project managing client back book onto the platform, updating and tracking implementations using internal Corporate CRM system, arranging & attending meetings with firms and model managers, providing demonstrations both remotely and in person, attending regular internal sales meetings to share feedback, obtaining feedback from firms on features, providing input to the product team on requirements, and working with the development team to bring new functionality into the software.
Requirements: Clear understanding of the operational requirements of an adviser firm business, good knowledge of tax wrappers, ability to build effective relationships, good communication skills, oral and written, IT literate, understand technical aspects of role, attention to detail, team player, ability to work independently, ability to travel.
Qualifications: Preferred experience; IT training, implementation, sales or support, 3-4 years in a financial services business preferably in an advisory or investment environment. Hold or be studying towards a professional qualification.
Benefits: Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
