Data Onboarding Analyst.




1+ Years

Up to £30,000


Your referral reward
Referment are working with a growing business that is re-defining how individuals and families connect and engage with their financial life. They provide their clients with control over their personal finances, enhancing their ability to achieve their personal and financial aspirations.

The Data Onboarding Analyst is pivotal in ensuring the efficient and accurate onboarding of client data. This includes acting as a liaison with 3rd party providers (banks, wealth managers) to obtain data at our clients’ request. You will conduct efficient management, coordination and prioritisation of all requests lodged with providers.

Key Requirments

  • Experience within a relevant financial role
  • Efficiency in Excel, Google Sheets and Google Slides
  • Ability to assist in identifying efficiencies in processes that can be successfully automated using technology to drive scalability
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