Why This Role?

Are you ready to make an impact by ensuring the smooth functionality of critical tools and systems used to deliver high-quality financial advice? In this role as an Adviser Servicing Analyst, you'll have the opportunity to support a seamless advisory process for financial planners and support staff, ultimately contributing to exceptional client outcomes. Here's why this role could be the perfect next step for you:

• Collaborate Across Departments: Work closely with advisory, project, and external teams to maintain efficient service delivery and operational excellence.
• Facilitate Adviser On boarding and Access Management: Support on boarding and manage access permissions, ensuring new advisers have the right tools and systems access to hit the ground running.
• Strengthen Data Integrity and Compliance: Monitor data quality and support risk mitigation efforts to maintain compliance and minimise regulatory risks.
• Maintain Relationships with Key Providers: Serve as the main point of contact for external providers, ensuring smooth communication and secure access for advisers.
• Drive Data Improvement Projects: Analyses and enhance data quality, supporting projects that improve data frameworks and drive decision-making efficiency.
• Support System Maintenance and Troubleshooting: Handle support queries and resolve issues, ensuring that adviser roles and data updates are accurately reflected in all systems.

Key Responsibilities

• Manage provider relationships, perform due diligence, and ensure permissions and access protocols are maintained.
• Collaborate with the Training & Competency team to streamline the adviser onboarding process and provide technical support for all advisory tools.
• Oversee access protocols for advisers and staff, and manage required system permissions on Xplan, Extranet, and other core systems.
• Monitor and improve data quality, managing data-related projects to ensure the accuracy and security of client information.
• Work with the IT and support teams to address and resolve system issues, supporting back-office functions essential to data flow and compliance.
• Support data-driven initiatives, participating in data analysis, testing, and improvement processes, while promoting best practices across the organisation.

About You

• To excel in this role, you'll 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.
• If you're organised, detail-oriented, and thrive in a dynamic environment where your skills are valued and developed, apply now to be part of a team that champions integrity, innovation, and collective success.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.