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Careers at Time4Advice

Our mission, your task

Time4Advice is on a mission to disrupt the financial advice technology landscape. For far too long technology providers have failed to deliver the panacea of benefits promised.

We’re out to change that. It’s why we’ve teamed up with Microsoft to create CURO, the most modern financial advice solution in the market. Spanning a firm’s entire business, CURO is a digital transformation platform that delivers multi-channel client experiences, the ability to service more clients, centralised data, reduced risk and significant operational efficiencies.

Built on Microsoft’s Dynamics 365, CURO is underpinned by $4bn annual investment by Microsoft in the underlying technology, AI and machine learning. This means Time4Advice’s clients can be assured that CURO will remain at the forefront of modern advice technology and enable them to take full advantage of future AI and machine learning opportunities.

Your task is to help us fully utilise the power of Microsoft technologies and develop CURO into the UK’s leading technology solution for financial advice professionals.

Developing your skills and working on the latest Microsoft technologies

You will develop your skills and experience by working with some of Microsoft’s latest and best technologies including Dynamics CRM, Azure app services, and the technologies to support our migration to the Microsoft Power Platform. Our roadmap features the adoption of PowerApps, Power Automate, AI builder and Azure services. Time4Advice has been chosen by Microsoft to implement and showcase these latest and exciting technologies into the financial services and financial planning sector in the UK. and the Power Platform.

Unique culture, established company, financial backing

Based in Norwich, we were formed in 2010 and have established an outstanding reputation in our sector with over 4,000 users of our solution. In January 2021, we were acquired by IntegraFin, a FTSE250 listed company that operates Transact the multi-award-winning investment platform. This means we are now part of a 500 strong team and have the financial backing to take our solution to the next level and fulfil our mission.


1st Line Support Analyst

Salary to be discussed

Why is this role a big deal?

This is a great opportunity to join the Time4Advice (T4A) Support team and develop your career in service delivery.

If you don’t already know, we’re on a mission to disrupt the financial advice and wealth management technology market and become the leading FinTech provider within the industry, offering the best support. To achieve this, our plan is to get 250 of the top 500 firms to use CURO within the next five years and to deliver unrivalled support services. Working within the Support team, you will have a direct impact on us achieving our ambition.

Role Purpose

Our Support function is structured into three distinct teams. As part of the 1st line Support team, you are the first point of contact for our users, so you’ll provide that all important first impression. From thereon you will provide first class remote support to CURO users. Following your training you will prioritise tickets according to their urgency and will liaise with the customer and your colleagues in the 2nd Line team, to identify and solve reported issues.

What will the role entail?

Answering incoming calls and emails from customers and logging tickets

Identifying which tickets must be passed to 2nd Line and what can be managed by 1st Line Analysts

Providing software support to customers via telephone/email/remote support

Diagnosing reported issues

Reporting and tracking faults through our ticketing system

Adhering to all Time4Advice Support standards, processes, and procedures

Documenting and maintaining specific practices and standards, as required

You won’t need to be an IT expert, we’ll give you all the training you need, but you will need these qualities:

A Self-starter - By taking the initiative and ‘owning’ issues raised by customers while also learning, developing and growing yourself as an individual in the business

Team player - You are positive and happy and enjoy working in a ‘family’ environment, which is respectful to colleagues and to agreed processes

Have integrity - When dealing with colleagues and customers you are always honest and do what you say you will. You have the courage to deliver bad news and to say no when it’s appropriate

Client-centric - You can empathise with customers and put yourself in their shoes, being sensitive to not only their level of experience but also to how important their query is in their day to day activities.

We are a highly skilled market leading team, so you'll need to provide top-notch customer service and be ready to go the extra mile for our customers.

Required Skills and Experience

  • Customer service experience
  • Financial services background and or a working knowledge of financial services software
  • Demonstrable ability to work independently, with a willingness to expand your knowledge to better support changing workloads in the team
  • Ability to juggle multiple priorities while maintaining a positive attitude under pressure
  • Ability to maintain confidentiality when dealing with proprietary information
  • Strong ability to proactively identify and resolve issues
  • Effective time management skills
  • Ability to be flexible/adapt to change and work in a fast-paced environment
  • Good communication skills essential
  • Good relationship skills essential
  • Good organisational skills essential 
  • Excellent computer skills and knowledge of Office 365
  • A genuine passion for technology 
     

 Beneficial Skills and Experience

Knowledge of / experience of working with Dynamics 365

Career progression possibilities 

In time, you will have acquired highly valued skills and experience. As such, your natural next step would likely be to a 2nd Line Analyst position or perhaps a technical or project-based role in another department.

This is not an exhaustive list and you are required to be flexible in your approach to carrying out your duties that may change from time to time to reflect changes in the Company’s circumstances. The Company therefore reserves the right to vary the job description in consultation with you.

To apply or speak with us about this role please contact us

Download full job specification (146 KB)


Service Delivery Analyst

Norwich based

Why is this role so important?

This is a great opportunity to join the Time4Advice (T4A) client services team and develop your career in software implementation & support and project management.

Implementing technology is challenging and involves the coordination of several moving parts. Given that our clients depend on technology for their successful day to day operations, it’s essential that we implement it efficiently to achieve a positive outcome. Key to that is understanding what’s required, coordinating people to maintain the plan and ensuring everyone knows what’s happening and when. Managing all of that when plans inevitably go awry requires someone who is on the ball, highly organised and a great communicator.

Role purpose

As part of the Support Team, reporting to the Support Manager, this role is to facilitate and coordinate client implementations by directly supporting Implementation Consultants. From the point a new implementation commences, you will be a key point of contact for the client and all staff responsible for delivery of the agreed objectives.

You will use your expertise of the industry and CURO, together with your excellent organisation skills to support all aspects of delivery, ensuring record keeping is always kept up to date. This will also involve the proactive identification and resolution of trends and issues for these customers as you build relationships with them, which will also allow the continuous improvement of internal processes.

What will the role entail?

On receipt of a signed Purchase Order, you will be informed that a new client has signed up and be provided with a link to their Otium project record.

Once the initial project meeting has taken place, you will work with the Implementation team to ensure the implementation documentation is set-up & distributed, including the issue of the CURO Subscription Agreement as early as possible.

Supporting the customer and the Implementation team during the onboarding phase by taking responsibility for the delivery of relevant objectives from the project plan. This will involve attending internal project steering meetings and client facing project calls.

Throughout the implementation, taking your lead from the Implementation Consultant (IC) and using your own initiative, you will maintain all onboarding records, including those that are shared with the client to ensure there is always ‘one truth’.

Ensuring the proactive delivery of objectives within agreed time scales, including supporting the design and delivery of Business Units and Security roles for the client and their education around those areas

You will play a key part in regular project meetings, anticipating likely issues and dealing with all actions and issues assigned to you promptly. Where relevant you will escalate issues to internal teams, ensuring the client’s expectations are always well managed.

Championing client support issues with internal and external stakeholders

Reporting and tracking requests & incidents through our ticketing system

Collating & presenting ticket statistics for customers and across customers to support the proactive identification of trends and likely issues, and to demonstrate team performance / support appropriate team resourcing

In respect of specific project objectives agreed with clients, you will be required to follow-up with the IC and communicate with Consultants/Trainers to ensure the project actions stay on track, to escalate issues and to deputise for the IC when required.

You will be responsible for the organisation, collation and delivery of client feedback to your line manager, escalating anything of concern as it arises. Where processes have not been clearly defined, you will support their definition and documentation proactively, promoting them to others as appropriate.

Documenting and maintaining specific practices and standards, as required

Adhering to all Time4Advice Support standards, processes, and procedures

Providing online training in response to customer ‘how to’ questions

Following a successful go live event, you will be responsible for supporting the client in the early days and weeks of their CURO adoption and for transitioning them to BAU support. This will include a full handover of agreed specs and documentation as relevant to the individual client

You will need excellent organisation, administrative and communication skills, a good understanding of how financial services firms operate and a genuine passion for technology and CRM. A high level of drive and commitment will be essential.

This is an extremely rewarding client facing role which will challenge your communication and organisational skills. Contribution to the development of robust procedures for implementation support will also form an important part of this role.

Occasional travel may be required.

Required Skills and Experience

  • Significant customer service experience
  • Financial services background and or a working knowledge of financial services software 
  • A strong desire to deliver service at the highest level and to go above and beyond for your customers 
  • A natural ability to think beyond the task at hand and to understand the bigger picture and deliver accordingly
  • Possess a logical and enquiring mindset
  • Demonstrable ability to work independently, with a willingness to expand your knowledge to better support changing workloads in the team
  • Strong team-player tendencies are essential 
  • Demonstrable experience in administration and an understanding of the importance of good record keeping 
  • Ability to juggle multiple priorities while maintaining a positive attitude under pressure 
  • Ability to maintain confidentiality when dealing with proprietary information 
  • Strong ability to proactively identify and resolve issues
  • Effective time management skills
  • Ability to be flexible/adapt to change and work in a fast-paced environment
  • Excellent communication skills essential
  • Excellent relationship skills essential
  • Excellent organisational skills essential
  • Excellent computer skills and knowledge of Office 365
  • Ability to work independently as well as part of a team

Beneficial Skills and Experience

  • Knowledge of Dynamics CRM and 365 a distinct advantage
  • Experience with Exchange Online (Office 365)
  • Experience of working on multiple projects at the same time
  • Full, clean driving licence

This is not an exhaustive list and you are required to be flexible in your approach to carrying out your duties that may change from time to time to reflect changes in the Company’s circumstances. The Company therefore reserves the right to vary this job description in consultation with you.

To apply or speak with us about this role please contact us

Download full job specification (137 KB)


2nd Line Support Analyst

Salary to be discussed

Why is this role a big deal?

This is a great opportunity to join the Time4Advice (T4A) Support team and develop your career in service delivery.

Role Purpose

Our Support function is structured into three distinct teams. As part of the 2nd line support team, you will provide first class remote support to CURO users. Following your training you will prioritise tickets according to their urgency, and will liaise with the customer, using your skill and tenacity to identify and solve the reported issue.

What will the role entail?

  • Providing software support to customers via telephone/email/remote support
  • Diagnosing reported issues
  • Reporting and tracking faults through our ticketing system
  • Adhering to all Time4Advice Support standards, processes, and procedures
  • Providing online training in response to customer ‘how to’ questions
  • Documenting and maintaining specific practices and standards, as required

You won’t need to be an IT expert, we’ll give you all the training you need, but you will need these qualities:

A Self-starter - By taking the initiative and ‘owning’ issues raised by customers while also learning, developing and growing yourself as an individual in the business

Team player - You are positive and happy and enjoy working in a ‘family’ environment, which is respectful to colleagues and to agreed processes

Have integrity - When dealing with colleagues and customers you are always honest and do what you say you will. You have the courage to deliver bad news and to say no when it’s appropriate

Client-centric - You can empathise with customers and put yourself in their shoes, being sensitive to not only their level of experience but also to how important their query is in their day to day activities.

We are a highly skilled market leading team, so you'll need to provide top-notch customer service and be ready to go the extra mile for our customers.

 Required Skills and Experience

  • Customer service experience
  • Financial services background and or a working knowledge of financial services software
  • Demonstrable ability to work independently, with a willingness to expand your knowledge to better support changing workloads in the team
  • Ability to juggle multiple priorities while maintaining a positive attitude under pressure
  • Ability to maintain confidentiality when dealing with proprietary information
  • Strong ability to proactively identify and resolve issues
  • Effective time management skills
  • Ability to be flexible/adapt to change and work in a fast-paced environment
  • Good communication skills essential
  • Good relationship skills essential
  • Good organisational skills essential
  • Excellent computer skills and knowledge of Office 365
  • A genuine passion for technology

Beneficial Skills and Experience

Knowledge of / experience of working with Dynamics 365

Career progression possibilities

In time, you will have acquired highly valued skills and experience. As such, your natural next step would likely be to a Senior Analyst position or perhaps a technical or project-based role in another department.

This is not an exhaustive list and you are required to be flexible in your approach to carrying out your duties that may change from time to time to reflect changes in the Company’s circumstances. The Company therefore reserves the right to vary the job description in consultation with you.

To apply or speak with us about this role please contact us

Download full job specification (126 KB)


Business Analyst

30k-35k depending on experience

Job Title:

Business Analyst

Location:

Office (Norwich)

Core Hours:

9am - 5:30pm, Monday – Friday

Non-Core Hours:

From time to time there may be a requirement to work outside of core hours.

Travel:

Occasionally, you may need to travel to customers’ sites and to other
Time4Advice offices.

Holidays:

25 days per year plus public holidays

Reports to:

Product Owner

Salary:

30k-35k depending on experience

 

Description

We are looking for an experienced BA to take responsibility for business analysis within our product team. Working closely with stakeholders, clients, support, and software development, you will collect and analyse  requirements and then work with product owners to produce detailed specifications. You will also work across the business to help identify and implement new software features and functionality.

Our ideal candidate has a strong client-focus and cares about the impact of their work, both within the business and with the end customer. They should also be used to delivering on their commitments and manage expectations across all stakeholders.

Excellent communication, organisation, and relationship skills are essential. Time4Advice has an Agile approach towards development, utilising the Scrum framework. Therefore,  we are looking for a candidate who has worked within an Agile culture.

We offer flexible working arrangements. However,  you will be expected to travel to our Norwich office when needed (subject to the current COVID-19 guidelines).

 Responsibilities

  • Analysis of current functionality and identifying improvements which help the business reach its strategic goals.
  • Identification, collation, and analysis of requirements from customers and stakeholders.
  • Conversion of requirements into documented features and user stories.
  • Assisting the product owner with curation and prioritisation of the CURO product releases.
  • Supporting the training team in creating user documentation for new features and functions.
  • Working with the product owner and the development team to ensure that planned development meets the documented requirements and is suitable for the product.
  • Assisting the support team with issue resolution by providing product or industry insight and knowledge.

Key knowledge areas

We are looking for candidates who have knowledge and experience in at least one of the following: a) Microsoft Dynamics CRM b) Microsoft Dynamics 365  c) Microsoft Power Platform, or d) Financial services/ FinTech sector.

Skills and Experience

  • Excellent communication skills, with the ability to talk and present to a range of audiences
  • The ability to work under pressure on multiple projects simultaneously
  • Business Analysis experience (Requirement gathering, ability to translate complex financial services requirements into user stories)
  • A pro-active attitude towards issue management and resolution.
  • A good understanding of information technology.
  • Microsoft Dynamics CRM or Microsoft Dynamics 365
  • Knowledge of Agile Software Development Life Cycle
  • Knowledge of the Scrum Framework

To apply or speak with us about this role please contact us

Download full job specification (81 KB)


Full Stack Developer

35k-45k depending on experience

Job Title:

Developer

Location:

Office (Norwich)

Core Hours:

9am - 5:30pm, Monday – Friday

Non-Core Hours:

From time to time there may be a requirement to work outside of core hours.

Travel:

Occasionally, you may need to travel to customers’ sites and to other
Time4Advice offices.

Holidays:

25 days per year plus public holidays

Reports to:

Development Manager

Salary:

35k-45k depending on experience

 

Accountabilities

  • Contribute to outstanding solution design
    • Work with the team lead and architect
    • Estimate work involved
    • Technical documentation
  • Development
  • Unit testing
  • Support/bug fix

Responsibilities

  • To work with, and where necessary, lead the customer and/or project team to deliver high quality technical solutions
  • To apply your knowledge and experience to ensure that solutions are carried out to the best technical design and architectural approach to meet the customer’s needs
  • To assist the support team in providing diagnosis and fixes for bugs
  • Occasionally assist the sales team in developing proof of concepts
  • Assist when necessary with Time4Advice’s internal systems
  • To share your expertise and knowledge with other developers
  • To contribute to the design and development of future products and add-ons
  • To work as part of a team and when required, to work autonomously

Key knowledge areas

You will be expected to have a good understanding of Microsoft Office products and a working knowledge of the Microsoft stack, including:

  • Windows Server 2012+
  • SQL Server 2012+ including T-SQL, SSRS, SSIS
  • IIS 7+
  • Windows System Event logs
  • Visual Studio
  • TFS

Required skills

  • C# and ASP.NET
  • JavaScript
  • HTML 5
  • In depth Knowledge of Object Oriented Programming principals
  • Relational Database fundamentals
  • Knowledge of SQL Server, SSRS, SSIS
  • Excellent communication skills
  • Visual Studio and .NET 4.0 +
  • Technical and logical minded person with excellent problem-solving skills
  • Good personal time management and self-organisational skills

Desirable skills and experience

  • Microsoft Dynamics CRM (any version)
  • Azure Functions
  • Azure App Service
  • Azure Resources
  • Vue
  • ASP.NET MVC
  • WCF / WEB API
  • XML/XSLT
  • MVC design patterns
  • IIS and Server Administration
  • Knowledge of Agile Software Development Life Cycle
  • Unit Testing

To apply or speak with us about this role please contact us

Download full job specification (102 KB)