Remote Financial Planning Data Specialist; IO
Remote / Online - Candidates ideally in
Leicester, Leicestershire, LE1, England, UK
Listed on 2026-01-13
Leicester, Leicestershire, LE1, England, UK
Listing for:
Eden Rose
Remote/Work from Home
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A well-established wealth management firm in the UK is seeking a Financial Planning Data Administrator to maintain client data integrity in a remote environment. This role requires strong Excel skills and experience with Intelligent Office (IO). Responsibilities include data input, reporting, and system management, ensuring accuracy and efficiency in financial planning. The position offers a supportive team culture and opportunities for growth.
Join us to contribute to high-quality client service and streamline data processes.
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