Job Description:
A progressive Financial Services business who specialises in financial planning, asset management and platform services.
Job Description: - Review client, policy, firm, adviser, and transactional data within the CRM to identify: Missing, duplicated, inconsistent, or incorrectly formatted information
- Correct data issues in line with defined rules, data dictionaries, and process notes
- Ensure mandatory fields and validation requirements are met following process and system changes
- Apply consistent naming conventions, categorisations, ownership, and status fields
Candidate Requirements: - Solid data entry skills someone who is comfortable with data
- Experience using Microsoft Excel
- High attention to detail
- Experience within Financial Services would be an advantage
Hours: Monday – Thursday, 8:45 am – 5:15 pm, Friday – 8:45 am – 2:15 pm
Salary: £12.71 per hour
Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.