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# IT Advisor

- **Company:** David James Partnership Ltd
- **Location:** Horsham, UK
- **Experience:** Experienced
- **Salary:** £35,000.0 - £40,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Data Analysis, Systems Development Life Cycle, Software Configuration Management
- **Published:** August 12, 2026
- **Apply:** https://www.reed.co.uk/jobs/it-advisor/57223404

## About the Role

Data Analysis, Advanced Excel, * Proven training experience.

 * Excellent written and verbal communication skills.

 * Strong analytical and problem-solving ability.

 * Advanced knowledge of Excel.

Qualifications & experience

 * Financial Services qualifications preferred

 * Experience within financial services and understanding of financial products.

 * Experience delivering software training to non-technical users.

 * Experience in undertaking data analysis

Skills

 * Advanced Excel
 * Data Analysis
 * Financial Services Background
 * IT Training Roles

## Description

Support financial advisory firms 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.

IT Advisor Core Responsibilities

Technology Support & Data:

 * Respond to software-related queries from member firms.

 * Analyse, cleanse, and assist in migration of back-office data

 * Assist with software configuration, license administration, and system upgrades.

Training & Implementation:

 * Deliver high-quality training for new and existing users on both a face to face and remote basis.

 * Maintain accurate, up-to-date training manuals and supporting documentation.

 * Demonstrate system functionality to potential new Financial Advisory Firms. Systems Improvement:

 * Support testing of network-driven system enhancements.

 * Provide structured, actionable feedback to inform system development.

Client & Compliance Focus:

 * Uphold the companies commitment to delivering outcomes that prioritise Client Best Interests.

 * Maintain full compliance with all the companies policies, especially the Conflict-of-Interest Policy and the Inducement & Incentive Policy.


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