Summer Data Entry Assistant

This role offers an opportunity to build experience within a regulated financial services environment, supporting a structured client remediation project. You will gain exposure to operational processes, client communications, and data-driven case management, with scope to develop broader skills in financial services operations.

About the role

We are looking for 3x Summer Data Entry Assistants to be based in Bristol and Nottingham for 3 months (July, August, September) to support the delivery of a client remediation project.

Accountabilities

• Maintaining accurate and up-to-date case records within our CRM system (Xplan)
• Supporting the end-to-end processing and tracking of remediation cases
• Managing client communications, including handling responses and drafting professional correspondence
• Validating client information (e.g. bank details) through approved verification channels
• Ensuring all case files and documentation are complete and correctly uploaded within internal systems
• Supporting reporting by maintaining accurate data for management information (MI)
• Contributing to continuous improvements in processes and system usage
• Upholding high standards of confidentiality, accuracy, and compliance at all times

Skills and Experience

• Recent Graduate or looking for work over the summer
• Have previous office work experience
• Strong attention to detail and ability to manage data accurately
• Confident written and verbal communication skills
• Ability to manage multiple tasks and prioritise effectively
• Comfortable using systems and learning new tools quickly
• Basic working knowledge of Excel (e.g. data entry, simple spreadsheets)
• Experience within financial services, case management, or remediation environments is advantageous

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

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