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- Tasks: Update and manage client data, ensuring accuracy and smooth operations.
- Company: Leading wealth and investments provider with a focus on client experience.
- Benefits: Gain valuable experience in financial services and develop your analytical skills.
- Why this job: Join a dynamic team and make a real impact behind the scenes.
- Qualifications: Attention to detail and strong communication skills are essential.
- Other info: Inclusive workplace that values diversity and offers growth opportunities.
The predicted salary is between 30000 - 42000 £ per year.
A leading wealth and investments provider is on the lookout for a proactive and detail driven Data and Analytical individual to join their Operations Team on a fixed term contract. You'll be part of a wider team responsible for supporting client onboarding and ongoing data management within the Client Operations function. The role focuses on maintaining accurate client information across internal and partner systems, helping ensure smooth processes and strong client experiences.
This team plays a key role behind the scenes and keeping workflows moving. Accurate, error-free data entry and timely processing are essential parts of the job, helping the business deliver a reliable and consistent service.
What you’ll be doing:
- Updating client information accurately (Things like addresses, bank details, regular payments, fees, and online access).
- Using internal systems every day to complete tasks on time and follow set processes.
- Working with other teams to make sure everything runs smoothly.
- Saving and organising documents properly so nothing gets lost.
- Helping the Risk and Service teams by answering or resolving straightforward queries.
- Taking part in performance and development meetings.
- Letting your manager know if something doesn’t look right or if problems come up.
- Showing the company values in how you work: putting clients first, aiming for high standards, supporting people, and acting with integrity.
Regulatory & Compliance Responsibilities:
- Understanding the basic rules and regulations for the role and keeping client’s best interests in mind.
- Following all internal and external compliance requirements, including FCA rules and the company’s policies.
What we’re looking for:
- Experience in financial services (especially wealth management) is a strong advantage, as well as familiarity with investment products and platforms.
- Someone who is perfectly accurate, careful, and pays close attention to details.
- Able to work quickly and correctly and comfortably across deadlines, and knows how to prioritise tasks well.
- A team player who can also work independently and handle different types of requests.
- Flexible, with the willingness to work overtime during busy periods when needed.
- Clear and confident communication skills, both spoken and written.
- Comfortable using standard IT systems and tools.
- Proactive, always looking for ways to improve how things are done.
- Experience with data entry or checking paperwork is helpful.
- Customer or client service experience is also an advantage.
If you’re interested in the above and would like to learn more, contact to find out more!
Reasonable Adjustments:
Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.
Data Administrator in Northwich employer: Sanderson Recruitment
Contact Detail:
Sanderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Administrator in Northwich
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how they align with yours. This will help you answer questions confidently and show that you're genuinely interested.
✨Tip Number 3
Practice your responses to common interview questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you articulate your experiences clearly and effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and keep you top of mind for the hiring team. Plus, it shows your enthusiasm for the role!
We think you need these skills to ace Data Administrator in Northwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Data Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Attention to Detail: Since accuracy is key for this role, emphasise your attention to detail in your application. Use examples from past experiences where you've successfully managed data or completed tasks with precision. We love seeing that level of care!
Communicate Clearly: Your written communication skills are important, so make sure your application is clear and concise. Avoid jargon and keep it straightforward. We appreciate clarity as much as you do!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Data
Make sure you brush up on your data management skills before the interview. Familiarise yourself with common data entry processes and the importance of accuracy, especially in financial services. Being able to discuss your experience with data handling will show that you're a great fit for the role.
✨Showcase Your Attention to Detail
During the interview, highlight specific examples where your attention to detail made a difference. Whether it was catching an error in a report or ensuring client information was updated correctly, these anecdotes will demonstrate your capability to maintain high standards in data management.
✨Communicate Clearly
Since clear communication is key in this role, practice articulating your thoughts clearly and confidently. Prepare to answer questions about how you've handled client queries or collaborated with teams in the past. This will help you convey your ability to support smooth operations effectively.
✨Be Proactive
Employers love candidates who take initiative. Think of ways you've improved processes or solved problems in previous roles. Share these examples during your interview to illustrate your proactive mindset and willingness to contribute positively to the team.
