As a result of continued expansion our client, a highly reputable firm of chartered financial planners, are currently looking for a Senior Data & Systems Consultant to support the operational team.

Candidates will be responsible for managing all systems and date relating to the wealth management and private client administration function within the business. In particular you will work closely with the Group Management Information Manager and Administration Manager to ensure the effective use of administration systems, reporting systems including working on automation, development and establishing best practices.


- Candidates need to have proven financial planning experience, in particular demonstrable experience of using Intelligent Office or another industry recognised system to a high and competent technical level.

- Advanced MS Office skills, in particular, Excel and Word and a knowledge of programming languages would be advantageous.

- Be a strategic thinker, creative problem solver and have the ability to work with internal stakeholders at a senior level.

In return our client is looking to offer a very competitive basic salary as well as an excellent benefits and bonus package and plenty of opportunities for career progression within this growing organisation. This role also offers scope for part remote working.

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