8 months ago
Systems And Data Co-ordinator - Central London
Our client’s business is involved with dealing with the high net worth (HNW) market independent wealth management.
From tailored investments to insurance solutions, mortgage services to estate planning, asset management to tax advice, their highly qualified private client teams assist their client’s in achieving their fundamental financial objectives.
Their adviser teams help a broad range of individual and corporate clients to understand and achieve their most important financial, pension and insurance planning needs and investment objectives.
Some teams specialise in working with business owners, others with senior corporate executives and professionals in sectors such as investment banking, consultancy, partners in the big four accountancy firms or major law firms, barristers etc.
Several work with more complex wealthy families, including an increasing number who are non UK resident and domiciled.
The successful Systems and Data Co-ordinator will report to the Group Administration Manager, and will assist with both the design and development, and auditing and monitoring of internal systems and processes, ensuring the effective and accurate maintenance of client data.
This role is specifically responsible for helping to maintain admin processes and data quality across the London teams.
Relevant systems are currently iO and Volume.
You will be working closely with financial planning teams to ensure that all documents, communications and client data are accurately maintained on our systems, and that clients receive a robust and efficient service that is consistent across teams
The role will include uditing and monitoring data quality and admin processes to ensure that systems and processes are maintained in line with company requirements.
You will be responsible for conducting regular reviews of existing company processes, leading on projects to streamline and improve processes, and helping to design and implement new processes where required.
You will have great communication skills and build strong relationships with key stakeholders, co-ordinate and deliver training to new employees and provide on-going support for existing employees.
You will also produce and maintain comprehensive training documentation, making effective use of iO’s document designer to improve existing documentation.
The successful candidate will have 3+ years’ experience within the independent sector of the financial services industry, in a data, systems and/or relevant administration role. You will be experienced in the design and delivery of training programmes and have excellent IT skills, being highly proficient in the use of Microsoft Office packages and with advanced Excel knowledge. You will also have excellent written and visual presentation skills with a high attention to detai.
Requirements: 3 years’ experience in financial services, data and systems experience, administration experience
Key Skills: 3 years’ experience in financial services, data and systems experience, administration experience
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003