Adviser Servicing Analyst

3 weeks ago


Leeds, Leeds, United Kingdom IDEX Consulting Full time

About the Role

We are seeking a highly skilled Adviser Servicing Analyst to join our team at IDEX Consulting. As a key member of our operations team, you will be responsible for ensuring the smooth functionality of critical tools and systems used to deliver high-quality financial advice.

In this role, you will have the opportunity to support a seamless advisory process for financial planners and support staff, ultimately contributing to exceptional client outcomes. Your key responsibilities will include:

  • Collaborating Across Departments: Work closely with advisory, project, and external teams to maintain efficient service delivery and operational excellence.
  • Facilitating Adviser Onboarding and Access Management: Support onboarding and manage access permissions, ensuring new advisers have the right tools and systems access to hit the ground running.
  • Strengthening Data Integrity and Compliance: Monitor data quality and support risk mitigation efforts to maintain compliance and minimise regulatory risks.
  • Driving Data Improvement Projects: Analyse and enhance data quality, supporting projects that improve data frameworks and drive decision-making efficiency.
  • Supporting System Maintenance and Troubleshooting: Handle support queries and resolve issues, ensuring that adviser roles and data updates are accurately reflected in all systems.

About You

  • To excel in this role, you will ideally bring experience with adviser back-office systems (especially Xplan), a strong grasp of data analysis, and a knack for problem-solving. Proficiency in Excel or similar database tools is a plus, and you should have the confidence to work independently and collaboratively, adapting to tight deadlines and balancing multiple priorities.


  • Leeds, Leeds, United Kingdom IDEX Consulting Full time

    Job Description:IDEX Consulting is seeking an experienced Adviser Service Delivery Expert to join our team.About the RoleAs an Adviser Service Delivery Expert, you will be responsible for ensuring smooth functionality of critical tools and systems for high-quality financial advice.You will work closely with our advisory teams to maintain efficient service...

  • Test Analyst Lead

    1 week ago


    Leeds, Leeds, United Kingdom Interface Recruitment UK Full time

    Job Title: Test Analyst LeadWe are seeking a skilled Test Analyst Lead to join our team at Interface Recruitment UK. The successful candidate will have a strong understanding of the software development lifecycle and excellent testing skills.The salary for this role is £55,000 - £65,000 per annum, depending on experience. This is a fantastic opportunity to...


  • Leeds, Leeds, United Kingdom IDEX Consulting Full time

    Job Description:We are seeking a highly skilled Financial Systems Analyst to join our team at IDEX Consulting.About the RoleAs a Financial Systems Analyst, you will play a critical role in ensuring the accuracy and reliability of financial data used by our advisers.You will work closely with our advisory teams to identify and resolve data-related issues,...


  • Leeds, Leeds, United Kingdom Ameresco Ltd Full time

    Ameresco Ltd is a leading utility consultancy with a unique combination of energy industry, trading and financial expertise.We are seeking a Carbon Services Analyst to join our team in the UK, who will provide services across our client's electricity and gas portfolios.The Carbon Services Analyst will be responsible for completion and monitoring of clients...


  • Leeds, Leeds, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage AdviserAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a Trainee Mortgage Adviser to join our team at The New Homes Group, a leading new homes mortgage provider.As a Trainee Mortgage Adviser, you will be responsible for making and receiving calls to customers referred to us...


  • Leeds, Leeds, United Kingdom Interface Recruitment UK Full time

    About the Role: We are recruiting for a Service Desk Systems Analyst to join our team at Interface Recruitment UK. The successful candidate will provide technical support to our clients, maintaining group systems and infrastructure, and identifying new developments aligned with our organisation's strategy.Key Responsibilities:Deliver systems and requirements...


  • Leeds, Leeds, United Kingdom Get Staffed Online Recruitment Full time

    Get Staffed Online Recruitment is seeking a Technical Service Desk Analyst to join their team in Leeds. This is a fantastic opportunity for a proactive and positive individual to provide technical assistance for Microsoft 365 environments and support clients across the UK, EU, and US.The successful candidate will have experience administering and configuring...


  • Leeds, Leeds, United Kingdom Turner & Townsend Full time

    At Turner & Townsend, we are committed to helping our clients transform performance for a green, inclusive and productive world. We are now seeking a talented Lead Financial Analyst to join our Business Services accounting team.Job OverviewThis exciting role offers the opportunity to work with high calibre colleagues who will support and help you grow within...

  • Financial Adviser

    1 month ago


    Leeds, Leeds, United Kingdom CleverHR Full time

    Financial Adviser - Wealth Management SpecialistWe are seeking a highly skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser - Wealth Management Specialist, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...


  • Leeds, Leeds, United Kingdom LexisNexis Risk Solutions Full time

    Project-Program ManagementAs a key member of our team, you will be responsible for delivering exceptional customer experiences through the onboarding and ongoing management of new and existing customers of the RiskNarrative Digital Onboarding & Financial Crime platform. Utilizing your product expertise, you will ensure seamless project execution and timely...


  • Leeds, Leeds, United Kingdom Novuna Full time

    We are seeking a skilled IT Service Desk Analyst to join our team at Novuna. The successful candidate will be responsible for providing high-quality support to internal stakeholders and ensuring that customer requests are recorded accurately and with a high level of detail.As an IT Service Desk Analyst, you will be the first point of contact for all...


  • Leeds, Leeds, United Kingdom Maxim Recruitment Full time

    An exciting opportunity exists for a skilled Construction Delay Analyst to join a leading consultancy in Leeds. As part of the specialist claims and disputes division, you will work on high-profile projects and disputes, utilizing your expertise in planning software and delay analysis techniques.This role is ideal for those looking to transition into a delay...

  • Senior Delay Analyst

    3 weeks ago


    Leeds, Leeds, United Kingdom Maxim Recruitment Full time

    Expertise in Delay AnalysisWe are seeking a Senior Delay Analyst to join our team in the construction sector. The ideal candidate will have significant experience in delay disputes and analysis, with a strong background in planning and scheduling.The successful candidate will support senior staff on projects requiring delay analysis expertise, live planning...


  • Leeds, Leeds, United Kingdom Interface Recruitment UK Full time

    Job Title: Software Solutions Analyst We are seeking a highly skilled Software Solutions Analyst to join our team at Interface Recruitment UK. This is a fantastic opportunity for a talented professional to work with our clients in the Software House – Public Sector industry. **Job Summary:** As a Software Solutions Analyst, you will be responsible for...

  • IT Network Analyst

    4 weeks ago


    Leeds, Leeds, United Kingdom Interface Recruitment UK Full time

    Job Purpose:Interface Recruitment UK is seeking a highly skilled IT Network Analyst to join their team. As an IT Network Analyst, you will be responsible for providing a high level of service support and maintenance of the organisation's systems and infrastructure.Key Responsibilities:• Providing 2nd line IT support for Microsoft Exchange, Windows Server,...


  • Leeds, Leeds, United Kingdom QBE Insurance Group Full time

    About the RoleWe are currently seeking an experienced Reserving Reinsurance Analyst to join our team in Leeds. As an analyst, you will work closely with our actuaries to provide high-quality reserving and reinsurance services.Your key responsibilities will include:Developing and implementing effective reserving strategies.Providing expert advice on reserve...


  • Leeds, Leeds, United Kingdom Ameresco Ltd Full time

    Ameresco Ltd, a leading cleantech integrator, is seeking a skilled Carbon Services Analyst to join its team in the UK.The successful candidate will be responsible for providing expert energy efficiency services to clients, including the completion and monitoring of Climate Change Agreements submissions, collation of scope 1 and 2 emissions, and completion of...

  • Data Analyst

    3 weeks ago


    Leeds, Leeds, United Kingdom One Medical Group Full time

    About the RoleWe are seeking a skilled Data Analyst to support our data-driven decision-making processes within the healthcare sector. The ideal candidate will have a strong background in data analysis and management, with experience working with healthcare data.The successful candidate will be responsible for collecting, cleaning, and interpreting...


  • Leeds, Leeds, United Kingdom Blue Octopus Full time

    At Blue Octopus, our mission is to create a positive impact through responsible investment practices. We're seeking an experienced Responsible Investment Analyst to join our team and contribute to our goal of making a difference through investments.The role of a Responsible Investment Analyst is critical in helping us achieve our objectives. You will be...


  • Leeds, Leeds, United Kingdom Iwoca Full time

    We're looking for a skilled professional to join our team as a Customer Care Holidays Adviser. In this role, you'll be responsible for having purposeful conversations with customers in early arrears to recover payment or ascertain the reason for missed payment and scheduling the next steps accordingly.About usFast, flexible finance empowers small businesses...