Financial Planning Data Administrator

Heat Recruitment; Remote; GBP 27,000 - 30,000; Full time

Job summary

A well established wealth management firm is seeking a Remote Financial Planning Data Administrator to maintain data integrity and support advisers. Key responsibilities include managing client data within Intelligent Office, utilizing Excel for reporting, and ensuring data accuracy. Applicants should have experience in data administration within financial planning, strong Excel skills, and attention to detail. This fully remote position offers competitive benefits and opportunities for growth.

Benefits

Fully remote role

Pension contribution

Private Medical Insurance

Death in Service

Supportive and collaborative team culture

Opportunities to grow within

Qualifications

• Experience in a data administration or support role within financial planning, wealth management, or 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.

Responsibilities

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

Skills

Experience in a data administration or support role within financial planning

Strong Excel skills

Confident user of Intelligent Office (IO)

Excellent accuracy and attention to detail

Organisational skills

Tools

Intelligent Office (IO)

Excel

Job description

Location: Leicester

Salary £27000 - £30000; Type: Permanent; Workplace: Remote; Ref: 99524

Recruiter Managing This Role

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.

Benefits:

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

Key Responsibilities:

• 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

To be considered you will need:

• 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 classifieds
• Ability toрах management 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 Afaan successfully support them in securing a new role.