Data Management Assistant

  • Shortlist
Location Fareham
Salary £22,000 - £25,000 Per Annum
Type Permanent
Consultant Joe Cowell
Ref 46556

The Client:

This is an award-winning boutique firm of independent financial advisers that offer financial planning and portfolio management service to a diverse range of HNW clientele across the UK.


The Opportunity

An ambitious quick learner is required for a varied and hands-on role, within a team of three, in a dynamic fast-growing and innovative business at the cutting edge of the wealth management and financial services industry.

Within this role you will have the following responsibilities: 

  • Developing and maintaining systems for data input and import
  • Checking and monitoring data feeds from external sources including holdings, transactions, pricing feeds and book costs
  • Creating and maintaining error reporting and data audit tools
  • Roll out of self-checking tools and improving culture of data ownership within individual teams
  • Systems improvements and testing
  • Assist with client reporting processes including periodic valuations
  • Data export for internal stakeholders
  • Liaison with software providers and other external stakeholders


What’s needed for me to be considered?

  • MS Excel skills are essential (advanced level)
  • Knowledge of MS Access advantageous
  • Logical mind
  • Attention to detail
  • Ability to communicate with departments across the business
  • Experience within the financial services industry
  • Familiarity with CRM systems


What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.


Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.


Job Synonyms:  Data Analyst, Data Manager, Financial Analyst      

- Enter Your Location -
- or -