Financial Planning Data Administrator (Remote)

Remote Financial Planning Data Administrator
£32,000, negotiable 
Must have Intelligent Office (IO) experience 

We are supporting a well established wealth management firm that prides itself on delivering high-quality financial planning underpinned by accuracy, efficiency, and exceptional client service. They combine strong technical knowledge with a client-focused approach.

As a Remote Data Administrator, you’ll play an important role in maintaining the firm’s data integrity and supporting advisers and operations through accurate data input, reporting, and system management. Your attention to detail and strong technical skills will help streamline processes, enhance internal data quality, and contribute to the delivery of excellent client outcomes.

• Fully remote role
• Pension contribution
• Private Medical Insurance
• Death in Service
• Supportive and collaborative team culture
• Opportunities to grow within 

• Maintain accurate client and policy data within Intelligent Office (IO)
• Input, update, and validate financial planning data and documentation
• Use Excel to manage datasets, generate reports, and support MI requirements
• Assist advisers and support staff with data queries and system navigation
• Monitor data accuracy and identify inconsistencies or discrepancies
• Support with workflow management, task allocation, and tracking
• Help streamline processes and contribute to improvements in data management
• Produce and update documentation and reports for management as required

• Experience in a data administration or support role within financial planning, wealth management, or an IFA environment
• Strong Excel skills (formulas, data validation, pivot tables desirable)
• Confident user of Intelligent Office (IO)
• Excellent accuracy, attention to detail, and organisational skills
• Ability to manage workload remotely and work collaboratively with wider teams
  
  

Apply today to be considered for this Remote Data Administrator opportunity. If this specific vacancy isn’t the perfect match, please still get in touch ,we support a wide range of roles across the financial planning sector.

Additionally, if you know someone who could be a great fit, please refer them, our referral scheme offers £200 if we successfully support them in securing a new role.