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Remote IO Data Administrator – Financial Planning

Remote / Online - Candidates ideally in
Leicester, Leicestershire, LE1, England, UK
Listing for: Heat Recruitment
Remote/Work from Home position
Listed on 2026-01-15
Job specializations:
  • Administrative/Clerical
    Data Entry
  • Finance & Banking
Job Description & How to Apply Below
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.
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