OUR BUSINESS:
Established in 1983, Boolers has grown organically by placing clients at the centre of our business. We now look after more than £1.1bn of client assets and provide advice and support to high-net-worth clients across the UK from our office in Enderby, Leicestershire.
Our success is built on excellent service, high standards of advice, and long-term relationships based on trust, professionalism, and respect, which applies equally to our clients and our people.
We recruit, develop, and retain individuals who share our values and want to contribute to the continued success of the business. We actively support progression, including the potential for future equity ownership where appropriate and subject to business needs and individual assessment.
We are committed to high standards of knowledge and skill, demonstrated by our Chartered Status, and encourage employees to develop their qualifications throughout their career.
In 2026, we were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time, reflecting both our company policies and anonymous employee feedback.
OUR VALUES:
People are at the heart of everything we do, delivering professional excellence by developing, sharing and applying our expertise. All built on a foundation of trust and empowerment to take ownership.
ROLE OVERVIEW:
Responsible for the administration, support and continuous improvement of the firm's core business applications and productivity platforms, including Intelliflo, Omniphi, Virtual Cabinet, Moneyinfo, Sage, Adobe and Microsoft 365, as well as other business applications. The role provides second-line support, resolves system issues, supports projects and works with colleagues, suppliers and the external IT provider to ensure systems effectively support business operations.
The role will identify improvement opportunities and support the delivery of system enhancements, projects and technology initiatives. All changes and priorities will be implemented in line with business requirements and the direction of the Head of Operations, who retains ownership of business processes, workflows and operational priorities.
Business Systems and Microsoft Administration & Support
- Act as the subject matter expert for the firm's core business systems, including Intelliflo, Omniphi, Virtual Cabinet, Moneyinfo, Sage, Adobe and Microsoft 365, as well as other business applications.
- Provide second-line support for system-related queries, incidents and enhancement requests.
- Investigate, troubleshoot and resolve system, workflow and data issues in a timely manner.
- Manage system configuration, user setup, permissions and access controls.
- Maintain system documentation, user guides and support materials.
- Liaise with software providers to resolve issues and escalate defects where required.
- Monitor system performance and identify opportunities to improve stability, functionality and user experience.
- Support the effective and consistent use of Microsoft 365 applications, including Outlook, Teams, SharePoint, OneDrive and associated tools.
- Work alongside the external IT provider to manage user access, permissions and system administration activities.
- Assist with the administration and ongoing development of SharePoint and collaboration platforms.
- Work with the external IT provider to investigate and resolve issues relating to Azure Virtual Desktop (AVD) and VPN access.
Systems Improvement & Development
- Identify opportunities and recommend practical solutions to improve operational effectiveness and optimise systems, processes, workflows and user experience.
- Support the design, testing and implementation of system enhancements, new functionality and efficiency in line with business requirements and the direction of the Head of Operations.
Project Support & Delivery
- Support the successful delivery of business, technology and systems-related projects.
- Assist with requirements gathering, process mapping and solution development.
- Coordinate and undertake user acceptance testing (UAT).
- Support system upgrades, integrations, migrations and implementation activities.
- Work with suppliers and colleagues to ensure projects are delivered effectively and meet agreed objectives.
Training & User Adoption
- Develop and maintain system procedures, user guides and training materials.
- Deliver training and support to colleagues on business systems and Microsoft 365 applications.
- Support onboarding activities relating to systems, technology and ways of working.
- Promote user adoption of new functionality, processes and technology solutions.
Liaison, Communications and Recordkeeping
- Support the production and development of management information and reporting.
- Assist in maintaining the accuracy, integrity and quality of data held within business systems.
- Identify and help resolve data quality issues and inconsistencies.
- Support data cleansing and system housekeeping activities.
- Ensure all proposed system and operation changes meet business objectives and regulatory requirements.
- Build and maintain effective relationships with software providers, suppliers and technology partners.
- Act as a key point of contact for business system-related matters.
- Coordinate issue resolution and enhancement requests with third-party providers.
- Work collaboratively with colleagues across all departments to understand and support business requirements.
PERSON SPECIFICATION:
Qualifications & Experience
Essential
- Educated to A level standard (or equivalent) as a minimum.
- Experience supporting and administering business systems and applications including Microsoft 365.
- Experience working with third-party software providers.
Desirable
- Experience within an FCA regulated business or knowledge of financial planning operations.
- Microsoft 365 certification or relevant IT, Business Systems or Business Analysis qualification.
- Experience of Intelliflo and/or Moneyinfo.
- Experience of CRM, workflow or document management systems.
- Experience working with Azure Virtual Desktop (AVD), VPNs or similar remote access environments.
Knowledge & Skills Required
Essential
- Understanding of business processes, workflows, data management, systems, administration and user support.
- Good working knowledge of Microsoft 365 applications.
- Strong analytical skills troubleshooting, problem-solving skills and attention to detail.
- Excellent communication and stakeholder management skills.
- Ability to identify and implement system and process improvements.
- Ability to manage multiple priorities and work independently.
- Ability to explain technical concepts to non-technical users.
Desirable
- Process mapping and business analysis skills.
- Training and user adoption skills.
- Reporting and management information experience.
- Experience supporting technology and business change projects.
Disposition
- Regularly demonstrates behaviours in line with Boolers values.
PAY AND BENEFITS:
- Salary £37,500 to £42,500 per annum (dependant on qualifications, knowledge, and experience)
- 4 x salary life assurance
- Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available.
- Discretionary bonuses
- 24 days’ holiday - Increasing incrementally in recognition of continuous service
- Health Cash Plan Scheme.
- Free parking
- Hybrid Working Scheme – Following completion of initial training and induction
Please see our website for more information about our organisation and our careers page for further details about the role and how to apply
Job Types: Full-time, Permanent
Pay: £37,500.00-£42,500.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Employee discount
- Free flu jabs
- Free parking
- Health & wellbeing programme
- Life insurance
- Referral programme
- Sick pay
- Work from home
Work Location: Hybrid remote in Leicester LE19
