Intelligent Office System Manager
Nationwide | Based from Any UK Office
Salary: £45,000 - £55,000
An exciting opportunity has arisen for an experienced Intelligent Office System Manager to join a growing and ambitious financial services organisation.
This is a key role responsible for the effective operation, integrity and continuous improvement of Intelligent Office (IO) across the business. Working closely with Operations and Data teams, you will ensure operational processes are translated into efficient system design, accurate data capture and meaningful management information.
This is an excellent opportunity for an individual with strong Intelligent Office expertise who enjoys driving system improvements, enhancing data quality and supporting business growth.
The Role
As Intelligent Office System Manager, you will take ownership of IO configuration, data quality and user adoption, ensuring processes are scalable, embedded and capable of delivering reliable management information across the organisation.
You will act as the subject matter expert for Intelligent Office, supporting colleagues nationwide and playing a key role in business transformation and continuous improvement initiatives.
Key Responsibilities
System Administration
Manage the day-to-day administration, configuration and integrity of Intelligent Office
Set up and maintain user accounts, including onboarding and leaver processes
Configure adviser setups, fee splits and structural changes
Maintain group hierarchies and client sharing arrangements
Manage user access, permissions and row-level security
User Support & Training
Act as the primary point of contact for all Intelligent Office queries
Provide first-line support and ensure timely resolution of issues
Deliver training for new users and support the rollout of system enhancements
Promote best practice and drive user adoption across the business
Process Implementation & Optimisation
Lead the implementation of process changes within Intelligent Office
Translate operational requirements into practical system solutions
Challenge and refine processes where system or data limitations are identified
Lead testing and rollout of system updates and enhancements
Data Quality, MI & Controls
Take ownership of data quality and support the development of a strong data culture
Work with the Data team to ensure Intelligent Office remains the central source of client information
Support management information reporting and data integrity
Assist with reconciliation processes and resolve data discrepancies
Work closely with Finance and Data teams to strengthen controls and reporting accuracy
Support data migrations from newly acquired businesses
Continuous Improvement
Identify opportunities to improve system processes, efficiency and user experience
Collaborate with Operations, Data and Innovation teams to deliver enhancements
Contribute to the ongoing evolution of systems and operational best practice
About You
In-depth experience administering Intelligent Office, including configuration, permissions and user management
Previous experience within an operations, systems or administration role within financial services
Strong understanding of data quality management, validation and reconciliation processes
Excellent organisational and time management skills
Proven experience supporting users and delivering training
Strong stakeholder management skills and the ability to work across multiple departments
A proactive and solutions-focused approach to problem-solving
Excellent attention to detail and a commitment to data accuracy
The ability to adapt and thrive in a fast-paced and evolving environment
Willingness to travel nationally when required
Desirable Experience
Experience working within a national or multi-site financial services business
Understanding of FCA regulatory requirements and advice firm operations
Degree or equivalent qualification in Business, Finance or IT
What's on Offer?
Salary of £45,000 - £50,000 depending on experience
Nationwide opportunities with flexibility to be based from any UK office
The opportunity to play a key role in business transformation and growth initiatives
Exposure to systems development, data strategy and acquisition activity
A collaborative and supportive working environment
Excellent long-term career development opportunities
This is a fantastic opportunity for an experienced Intelligent Office professional looking to take ownership of a business-critical system and make a significant impact within a growing organisation.
Apply today via NJR Recruitment or call quoting the reference NJR16828
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.
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