Your new company
You’ll be joining a well-established financial planning organisation in Wythenshawe with a strong reputation for putting clients first. The business prides itself on a supportive, family-feel culture with regular socials, company events and a collaborative team environment.
Your new role
As part of the Client Servicing team, you’ll play a key role in supporting Financial Advisers by producing accurate, high-quality reports and documentation. This is a data-heavy administrative role, where attention to detail is absolutely essential.
You’ll be responsible for collating and inputting information from various platforms, including Quilter, and formatting this data into clear, professional reports for advisers. You’ll also interpret notes from advisers’ client meetings and turn them into well-structured, easy-to-read written summaries.
There will be some telephone contact, but this is limited to internal teams only. The role is fully office-based and suited to someone who enjoys focused work, takes pride in getting things right first time, and understands the importance of accuracy within financial services.
What you'll need to succeed
Data Administrator • Wythenshawe, North West, United Kingdom
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