Client Data Migration Administrator - remote - Up to £40K Pro Rata DOE - Financial Divisions : Job Details

Client Data Migration Administrator - 6-Month Contract (Immediate Start) - Potential for Permanent Role

Remote with occasional travel to Surrey/Scotland

Are you an experienced professional with a background in financial services administration, looking for an exciting contract opportunity that could lead to a permanent position? We have a fantastic 6-month contract role with a fast-growing, forward-thinking IFA firm offering flexible working arrangements (remote), alongside occasional travel to their offices in Surrey and Scotland.

About the Role: Our client, a respected and dynamic national IFA firm, is looking for a Client Data Migration Administrator to support the transition of client banks following the addition of new advisors. This key role is focused on ensuring a seamless migration process, making sure there are no disruptions to client income and ensuring full compliance with all regulatory requirements.

As the role evolves, there is a strong possibility that it will transition into a permanent position, offering long-term career potential for the right candidate.

Key Responsibilities:

• Manage data migration and ensure smooth client transitions between offices in Scotland and Surrey.
• Work closely with advisors, internal teams, lawyers, and regulators to facilitate seamless changes in client information.
• Issue new Terms of Business (TOBs), change agency codes with various providers, and oversee every step of the migration process.
• Ensure all project stages are completed accurately and on time to prevent income disruptions.
• Maintain compliance with FCA guidelines and resolve any discrepancies quickly and efficiently.
• Collaborate with a wide range of stakeholders to deliver a high-quality service.

About You:

• Proven experience in financial services administration, wealth management, or IFA administration.
• Strong project management skills and the ability to coordinate multiple tasks and clients.
• A proactive approach with an excellent attention to detail.
• Excellent communication skills to interact with clients and teams at all levels.
• Proficiency in financial administration tools and a solid understanding of the regulatory environment.

What’s on Offer:

• Competitive salary of up to £40,000 (pro rata) depending on experience.
• Fully remote working, with occasional travel to offices in Surrey and Scotland.
• The opportunity to work with a highly respected and growing firm.
• A chance to make an impact on a critical business project, with the potential for a permanent role at the end of the contract.

If you’re ready to take on this exciting challenge and make a tangible impact, apply today! Send your CV to Laura at Financial Divisions

Don’t miss out - this is an immediate start position with huge potential for growth!