Junior Data Coordinator - FTC 6 months

IM Asset Management Limited (IMAML) is an integrated Financial Planning and Private Client Investment Management company providing planning and investment services to both professionals and individuals. IM Asset Management Limited is a separate subsidiary company of the Irwin Mitchell Group (a leading UK law firm), delivering services to clients both from within and external to the group.

With £1billion of assets under management across in excess of 900 clients IM Asset Management has ambition to accelerate its recent successful growth. It currently directly employs around 50 individuals.

Your Role and What You'll Be Doing

This role is for a fixed term contract for a period of 6 months.

As a Junior Data Co-Ordinator, you will play a crucial role in our Data Management and Reporting Team. You will be responsible for the accurate acquisition, storage, security, retrieval, dissemination, and archiving of data across various formats and systems, ensuring compliance with Data Protection regulations. Your work will support the business in maintaining high standards of data integrity and quality.

Key Responsibilities:

• Support daily activities of the Data Management Team
• Manage client portals, including generating new accounts and secure messaging archiving
• Collate data for CRS and FATCA reporting and other regulatory requirements
• Archive and monitor data against client retention policies
• Input, cleanse, and validate client data accurately
• Perform quality data checks
• Execute data changes upon request from other teams
• Distribute daily post
• Transpose client data
• Communicate centralized data to clients and third parties as needed

About You

• High level of accuracy and attention to detail
• Excellent organizational skills
• Strong problem-solving abilities
• Proficiency in Microsoft Office applications, particularly Excel
• Excellent time management and communication skills
• Team player with integrity and diplomacy
• Commitment to quality
• Professional telephone and face-to-face manner
• Ability to work under pressure with confidentiality and discretion
• Good communication skills and ability to build effective working relationships

Our Benefits - What We Can Offer You

• 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
• Generous and flexible pension schemes.
• Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

Additional Information

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.

We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks ­with our trusted 3rd parties.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.