Remote IO Data Administrator – Financial Planning

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

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.