Data Administrator

A leading wealth and investments provider is on the lookout for a proactive and detail driven Data and Analytical individual to join their Operations Team on a fixed term contract.

You'll be part of a wider team responsible for supporting client onboarding and ongoing data management within the Client Operations function. The role focuses on maintaining accurate client information across internal and partner systems, helping ensure smooth processes and strong client experiences.

This team plays a key role behind the scenes and keeping workflows moving. Accurate, error-free data entry and timely processing are essential parts of the job, helping the business deliver a reliable and consistent service.

What you'll be doing:

• Updating client information accurately. (Things like addresses, bank details, regular payments, fees, and online access)
• Using internal systems every day to complete tasks on time and follow set processes.
• Working with other teams to make sure everything runs smoothly.
• Saving and organising documents properly so nothing gets lost.
• Helping the Risk and Service teams by answering or resolving straightforward queries.
• Taking part in performance and development meetings.
• Letting your manager know if something doesn't look right or if problems come up.
• Showing the company values in how you work: putting clients first, aiming for high standards, supporting people, and acting with integrity.

Regulatory & Compliance Responsibilities -

• Understanding the basic rules and regulations for the role and keeping client's best interests in mind.
• Following all internal and external compliance requirements, including FCA rules and the company's policies.

• Experience in financial services (especially wealth management) is a strong advantage, as well as familiarity with investment products and platforms.
• Someone who is perfectly accurate, careful, and pays close attention to details.
• Able to work quickly and correctly and comfortably across deadlines, and knows how to prioritise tasks well.
• A team player who can also work independently and handle different types of requests.
• Flexible, with the willingness to work overtime during busy periods when needed.
• Clear and confident communication skills, both spoken and written.
• Comfortable using standard IT systems and tools.
• Proactive, always looking for ways to improve how things are done.
• Experience with data entry or checking paperwork is helpful.
• Customer or client service experience is also an advantage.