Data specialist Work, Jobs in Lincoln, Eng (with Salaries)

Administrator
Tower House Wealth Management —Lincoln
- £26,000 - £32,000 a year
- Full-time
- CRM software
- English
- Organisational skills
- Free parking
- Employee discount
Quick apply
14d
Master Data Specialist
British Steel —Scunthorpe
- Full-time
- Annual leave
- Employee assistance programme
10d
Digital Marketing Manager
DBS Digital —Lincoln
- £32,000 - £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Data analysis skills
- Team management
- Flexitime
- Work from home
Quick apply
Platform Delivery Specialist
PIB Group Services Ltd. —Lincoln
- Hybrid work
- Communication skills
Quick apply
Contracts & IP Administrator (INTERNAL ONLY)
University of Lincoln —Lincoln
- From £25,949 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
10d
Home Administrator - Part Time
Country Court —Lincoln
- £14.15 an hour
- Nursing home
- Administrative experience
- Travel
- Annual leave
- Referral programme
Quick apply
6h
Trainee Steering Guidance Operative
AMS No Dig Ltd —Scunthorpe
- Full-time
- AutoCAD
- No experience needed
- Microsoft Office
Quick apply
CRM Executive – Email & SMS
Navy —Doncaster
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Employee discount
Quick apply
2d
Data Protection Officer
Lincolnshire Partnership NHS Foundation Trust —Sleaford
- £57,528 - £64,750 a year
- Full-time
- Management
- Contracts
- Annual leave
- Employee discount
2h
Process Engineer
MICRONCLEAN LIMITED —Louth
- £44,000 - £48,500 a year
- Full-time
- Engineering
- Programmable logic controllers
- Continuous improvement
- Relocation assistance
- Sick pay
Manufacturing Technician
Teledyne Technologies Inc. —Lincoln
- Full-time
- Continuous improvement
- Quality control
- Data entry
- Employee stock purchase plan
- Annual leave
Airports and Airspace Senior Consultant
Sagentia Aviation —Lincoln
- Full-time
- Writing skills
- Business development
- Employee assistance programme
- Employee discount
Quick apply
Agricultural Technician
University of Lincoln —Lincoln
- From £28,031 a year
- Research
- University
- Communication skills
Support Engineer (Rotating Equipment)
EthosEnergy Group —Lincoln
- Full-time
- Maintenance
- Travel
- Annual leave
Graduate Manufacturing Technician
Teledyne Technologies Inc. —Lincoln
- Full-time
- Engineering
- Assembly
- Continuous improvement
- Employee stock purchase plan
- Annual leave
Office Manager
Wings School Notts —Boughton
- £30,911 - £40,297 a year
- Full-time
- Microsoft Office
- Administrative experience
- Team management
- Employee assistance programme
- Employee discount
9d
Social Media Manager
Bubble Design & Marketing Ltd —Retford
- Full-time
- Hybrid work
- Social media management
- Analysis skills
- Team management
- Free parking
- Work from home
Quick apply
7d
Procurement Manager
Dynex Semiconductors Ltd —Lincoln
- Full-time
- Presentation skills
- Continuous improvement
- Leadership
Quick apply
7d
Information Systems Analyst
Thera Trust —Grantham
- £38,414.20 a year
- Full-time
- Microsoft Excel
- Databases
- SQL
Sales Development Representative
Apogee Corp —Witham St Hughs
- Monday to Friday
- Hybrid work
- Communication skills
- Work from home
- Employee assistance programme

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Administrator

Tower House Wealth Management
Lincoln

Quick apply

Job details

Permanent | Full-time
£26,000 - £32,000 a year
14 days ago

Benefits

Free parking
Company pension
Employee discount
On-site parking

Qualifications

CRM software
Document control
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Administrative support experience
Filing
English
Microsoft Office Suite
Appointment booking and call handling
Organisational skills
Computer skills
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Specification: Financial Services Administrator

Tower House Wealth Management

Tower House Wealth Management is a wealth management and financial planning practice supporting private clients, business owners and professionals with long-term financial planning. We are looking for a highly organised Financial Services Administrator to provide first-class client service and dependable administrative support across the full advice journey.

Job title

Financial Services Administrator

Department

Practice Support Specialist

Reporting to

Office Manager and supporting Financial Advisers/Paraplanners

Location

Tower House Wealth Management (office-based; hybrid considered by agreement) Lincoln UK

Hours

Full-time, Monday to Friday (part-time considered for the right candidate)

Salary

£26,000–£32,000 per annum (dependent on experience). We may consider a higher salary for a candidate with a proven track record in a similar role/setting.

Role Purpose

To provide efficient, accurate and client-focused administrative support, ensuring excellent service standards, compliant record keeping and timely progression of client work from initial enquiry through to ongoing servicing.

Key Responsibilities

· Act as a first point of contact for clients: answer incoming calls, manage voicemail and take clear messages, respond to routine queries and ensure timely follow-up.

· Manage incoming and outgoing post, scanning, filing and distributing documents appropriately.

· Maintain accurate client records on the CRM/back-office systems (e.g., contact details, fact-find updates, meeting notes, key dates and workflow stages).

· Diary management and meeting coordination: book appointments, arrange meeting rooms/visits/virtual meetings, prepare agendas and ensure attendees have the right information.

· Meeting preparation: compile client packs, portfolio summaries/valuations, illustrations, and suitability review information as required.

· Support business processing from start to finish (new business and servicing): prepare and submit applications, ISA/pension/investment instructions and provider forms; obtain client signatures; chase third parties and providers; and keep advisers and clients updated on progress.

· Request, produce and record valuations, policy information and client portfolio data; reconcile information received and raise queries where data is missing or inconsistent.

· Assist with compliance and quality standards: ensure files are complete, client identification/anti-money laundering documentation is present, and documentation is stored in line with internal processes.

· Prepare standard client correspondence and documentation with a high level of accuracy and attention to detail.

· Support ongoing client servicing: schedule annual/periodic reviews, track key renewal dates, process withdrawals/top-ups/regular contribution changes and update records.

· Coordinate provider and platform communications; log and track all actions to maintain a clear audit trail.

· General office administration: ordering stationery, maintaining templates, supporting office procedures and contributing to continuous improvement.

· Work collaboratively with advisers, paraplanners and other administrators to manage workload, prioritise tasks and meet deadlines.

Skills, Knowledge and Competencies

· Excellent administration skills with strong attention to detail and a consistently accurate approach.

· Confident, professional communication skills (written and verbal) with a client-service mindset.

· Ability to prioritise and manage multiple tasks, working to deadlines in a busy environment.

· Strong organisational skills, including diary and workflow management.

· Competent IT skills (Microsoft Office including Outlook, Word and Excel); confident learning new systems/CRMs.

· Discretion and professionalism when handling sensitive personal and financial information.

· Problem-solving approach: able to identify missing information, ask the right questions and follow issues through to completion.

· Team-oriented and willing to support colleagues; able to work independently when needed.

Experience

· Preferred: experience in financial services administration within wealth management, IFA, investment management, platform/provider support or an advice practice environment.

· Also considered: candidates from other professional services environments (e.g., legal, accountancy, property, insurance or banking) where accuracy, client service and document control are critical.

· Experience of end-to-end case progression/business processing, valuations and meeting preparation is desirable.

· Comfortable handling high volumes of documentation, maintaining audit trails and working within regulated processes.

Qualifications and Development

· Qualifications are not required for this role; however, an interest in financial planning and a willingness to learn are important.

· Working towards (or willingness to work towards) relevant industry exams is desirable (e.g., CII/CFP pathway such as R01–R06 or equivalent).

· Training and support will be provided to help you build technical knowledge, system proficiency and understanding of internal processes.

Personal Characteristics

· Professional, approachable and calm under pressure.

· Proactive and reliable, with a strong sense of ownership and follow-through.

· Highly trustworthy, with integrity and respect for confidentiality.

· Positive attitude and willingness to support the team and contribute to improvements.

· Resilient and adaptable, able to adjust priorities as client needs and deadlines change.

Pay: £26,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
On-site parking

Experience:

Financial services: 1 year (required)
St James's Place : 1 year (preferred)

Language:

English (required)

Location:

Lincoln LN1 1XW (preferred)

Work Location: In person

Quick apply

Refine Your Search

data specialist jobs in lincoln, eng

Administrator

Master Data Specialist

Digital Marketing Manager

Platform Delivery Specialist

Contracts & IP Administrator (INTERNAL ONLY)

Home Administrator - Part Time

Trainee Steering Guidance Operative

CRM Executive – Email & SMS

Data Protection Officer

Process Engineer

Manufacturing Technician

Airports and Airspace Senior Consultant

Agricultural Technician

Support Engineer (Rotating Equipment)

Graduate Manufacturing Technician

Office Manager

Social Media Manager

Procurement Manager

Information Systems Analyst

Sales Development Representative

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