Job Title: Financial Planning Compliance Data Analyst
Location: Chippenham
Salary: Negotiable
A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst. They are a smaller firm that are continuing to grow and that are committed to delivering tailored financial advice and services to all their clientele.
They are ideally looking for a skilled Data Analyst to enhance their data-driven decision-making, focusing around delivering on compliance.
Job Overview:
This role could be tailored for the right individual but would have a focus around using Intelliflo in order to gather information/data and produce compliance information to ensure the firm delivers on their regulatory commitments.
Compliance experience is not necessary but a strong understanding of Intelliflo and some expedience in a financial planning firm would be ideal. This role would ideally suit someone who enjoys working within a data-driven role, is strong with Microsoft excel and enjoys working within a financial services environment.
You will analyze financial data, generate reports, and provide insights to support advisory services and ensure regulatory compliance. Proficiency in Intelliflo is essential.
Key Responsibilities:
*Analyze financial data from Intelliflo and other sources with a compliance focus.
*Develop dashboards and reports to track compliance KPIs.
*Collaborate with financial advisors and compliance officers to meet data needs.
*Conduct market research and assist in risk assessment.
*Ensure data integrity and compliance through regular audits.
Qualifications:
*Experience within a financial planning firm
*Proficient in Intelliflo and data analysis tools (e.g., SQL, Excel).
*Strong understanding of financial concepts and regulatory frameworks.
*Excellent analytical, communication, and problem-solving skills.
What We Offer:
*Competitive salary and benefits.
*Opportunities for professional growth.
*Supportive work environment with flexible arrangements.