Adviser Servicing Analyst
3 weeks ago
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.
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