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