Adviser Back-Office Support Expert

4 days ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time
IDEX Consulting Overview

IDEX Consulting is a leading provider of financial services solutions. Our expert teams work tirelessly to deliver high-quality advice to clients across the country. As an Adviser Servicing Analyst, you'll be part of a dynamic team that's passionate about making a difference in the lives of others.

Key Responsibilities
This role involves collaborating with various teams to maintain efficient service delivery and operational excellence. Some key responsibilities include:
  1. Supporting adviser onboarding and access management
  2. Ensuring data integrity and compliance
  3. Developing and implementing data improvement projects
  4. Providing system maintenance and troubleshooting support
You'll work closely with our Training & Competency team to streamline the adviser onboarding process and provide technical support for all advisory tools. Your strong analytical skills and problem-solving abilities will be essential in monitoring and improving data quality, and managing data-related projects to ensure the accuracy and security of client information.

What We Offer
We offer a competitive salary of $90,000 - $120,000 per annum, depending on experience. Additionally, you'll receive a range of benefits, including professional development opportunities, flexible working arrangements, and a supportive team environment.

To succeed in this role, you'll need experience with adviser back-office systems, particularly Xplan. Strong analytical skills, problem-solving abilities, and proficiency in Excel or similar database tools are essential. If you're passionate about data integrity and compliance, and have a knack for working independently and collaboratively, we'd love to hear from you.



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