Data Onboarding Specialist – Financial Services

Pertemps Bristol Commercial; Gloucester; On-site; GBP 15,000 - 22,000; Full time

Job summary

Pertemps Bristol Commercial is seeking a Data Administrator to join a busy financial services team in Bristol City Centre. You will support a major onboarding project by accurately setting up new client records and maintaining data across internal systems.

Strong administrative skills and attention to detail are essential. No prior financial services experience is required as full training and support are provided. This is an office-based role with standard hours.

Qualifications

• Strong administrative skills with excellent attention to detail.
• Experience with repetitive data entry tasks is desirable.
• Proficient in Microsoft Office and able to work across multiple systems.

Responsibilities

• Accurately enter and maintain customer data within internal systems.
• Set up new adviser firms and client records following established processes.
• Review and validate information to ensure accuracy and data quality.
• Process administrative requests within agreed service levels.
• Maintain accurate records and supporting documentation.
• Identify and escalate discrepancies where appropriate.
• Work collaboratively with colleagues to support the onboarding project.
• Follow internal procedures and regulatory requirements at all times.

Skills

Attention to detail

Organisational skills

Data entry

Tools

Microsoft Office

Job description

Pertemps Bristol Commercial is seeking a Data Administrator to join a busy financial services team in Bristol City Centre. You will support a major onboarding project by accurately setting up new client records and maintaining data across internal systems.

Strong administrative skills and attention to detail are essential. No prior financial services experience is required as full training and support are provided. This is an office-based role with standard hours.