PKF-Francis Clark Chartered accountants & business advisers

Business IT Specialist

Source: Talent GB

Business IT Specialist (0775)

  • Location:Exeter
  • Working Hours:Full Time
  • Loading... Job description

    An exciting opportunity has arisen to work within the Central Digitalisation Team (CDT) on engagement with technology across Francis Clark with the main focus on Financial Planning systems and tools.

    Specific Responsibilities:

  • Key responsibilities working with the financial planning team and specialist software, in particular our main back office system Intelliflo Office
  • Acquire an in-depth working knowledge of the main technologies used across all departments with a core focus on financial planning
  • Develop and maintain key relationships to support business growth and development
  • Provide training on systems and processes appropriate to the relevant roles and responsibilities within the business
  • Work with the Financial Planning Senior Business IT Consultant and colleagues on projects to enhance existing and implement new technology
  • Driving engagement with digital systems and processes across the Financial Planning team
  • Develop enhanced skills on the suite of Microsoft tools and Power Platform
  • Comply with the relevant compliance, Treating Customers Fairly, Training & Competence and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm
  • Keep up to date with all relevant product, legislative and technical changes
  • Relevant Skills and Knowledge:

  • Experience of using Intelliflo office or another financial planning back office system desired but not essential
  • A-Levels (or equivalent) grades A-C
  • GCSEs (or equivalent) grades C or above, to include Maths and English
  • Computer literate with advanced skills in Microsoft Office, particularly Excel
  • Enquiring attitude, with willingness to ask questions when unsure
  • Confident team player with a commitment to the profession
  • Able to demonstrate initiative in delivering an excellent service to clients
  • Self-motivated and able to prioritise workloads and meet deadlines
  • Confident communicator and a good listener
  • Logical with good troubleshooting skills
  • A sense of fun and a desire to succeed
  • Willing to study toward technology related qualifications
  • Training:

  • Support will be provided to study appropriate qualifications suited to the responsibilities of the role
  • Opportunities for further training to be identified and supported through our annual development and performance review process
  • Why us:

    PKF Francis Clark is the place for your career. Our growth offers you the opportunity to expand and develop your career in a direction that interests you. We offer a supportive and flexible working environment, taking your career seriously to enable you to be the best you can be.


    3 days ago



    Exeter, England

    PKF-Francis Clark Chartered accountants & business advisers

    Full Time

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