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Vacancy Details

Job TitleSystem Administrator
Salary£30,000 - £40,000


Our client who are a highly successful Independent Financial Adviser (IFA) practice based in Finchley Central North London are seeking a full time and permanent are looking to recruit a System Administrator to assist the Head of Systems and Processes, this is a newly created role so it is imperative that you have previous IFA admin knowledge and experience, and ideally experience on X-Plan, but training can be provided on the back office systems.


There is scope for hybrid working pattern (both remote and office based).

The ultimate aim for this role is that the successful candidate assist with day-to-day staff queries, general reporting, and assistance with the general management and running of X-Plan. It is also a pre-requisite that the candidate have the soft skills necessary to ultimately be able to roll out training on all the various aspects of the X-Plan system to current and new staff.


The role of Systems Administrator is to work along side the Head of Systems & Processes to assist with day-to-day queries from staff, training, reporting and the general running of the back offices system. The System administrator role can vary subject to the business structure and requirements. Although the areas listed below provide a broad indication of the various functions expected of the role, this is not an exhaustive list and may not include all aspects of the role.




  • Maintain client records (including merging/deleting as required).

  • Setting up and linking data feeds from providers.

  • Create and maintain user access and profiles.

  • Supporting individuals with processes.




  • Learn how to create and run Xports.

  • Run regular business reporting requirements.

  • Run ad-hoc report requests.




  • Provide training for staff (new and existing).

  • Assist colleagues with day-to-day queries.

  • Update user manuals / guides.




  • Work with Head of Systems & Processes on development projects.

  • Cleansing data.

  • Identify gaps and errors in the data and assist in taking appropriate steps.

  • Awareness of future development items and roadmap.



Experience and skills required:


A good knowledge of Microsoft Outlook, Word and Excel;

Knowledge of the financial services industry;

Able to work as part of a team and autonomously;

Well organised and able to prioritise and manage workload effectively;

Methodical approach to work;

Acutely accurate attention to detail;

Articulate and have a good communication and of written and verbal English;

Ideally so me training experience.