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Systems And Data Co-ordinator - Central London

Systems And Data Co-ordinator - Central London

£30,000- £35,000

The Company:

Our client's business is involved with dealing with the high net worth (HNW) market independent wealth management.
From tailored investments to insurance solutions, mortgage services to estate planning, asset management to tax advice, their highly qualified private client teams assist their client's in achieving their fundamental financial objectives.
Their adviser teams help a broad range of individual and corporate clients to understand and achieve their most important financial, pension and insurance planning needs and investment objectives.


Some teams specialise in working with business owners, others with senior corporate executives and professionals in sectors such as investment banking, consultancy, partners in the big four accountancy firms or major law firms, barristers etc.
Several work with more complex wealthy families, including an increasing number who are non UK resident and domiciled.

The Role:

The successful Systems and Data Co-ordinator will report to the Group Administration Manager, and will assist with both the design and development, and auditing and monitoring of internal systems and processes, ensuring the effective and accurate maintenance of client data.


This role is specifically responsible for helping to maintain admin processes and data quality across the London teams.


Relevant systems are currently iO and Volume.

You will be working closely with financial planning teams to ensure that all documents, communications and client data are accurately maintained on our systems, and that clients receive a robust and efficient service that is consistent across teams
The role will include uditing and monitoring data quality and admin processes to ensure that systems and processes are maintained in line with company requirements.


You will be responsible for conducting regular reviews of existing company processes, leading on projects




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