Wealth Management Data Analyst Manager
other jobs Grove Talent Solutions Job
Added before 2 Days
- England,South West,Wiltshire
- Full Time, Permanent
- £28,000 - £35,000 per annum, negotiable
Job Description:
Wealth Management Data Analyst Manager
Location: Chippenham
Salary: £28,000 – £35,000
An established and highly regarded financial planning firm is looking to recruit a Data Analyst to join its back-office team. The business provides bespoke advice across a wide range of case types and has built an excellent reputation with a loyal, long-standing client base.
This is an excellent opportunity for a data-focused professional with strong Excel and analytical skills who is keen to apply their experience within a financial services environment.
The Role
The purpose of the role is to deliver clear, accurate insights that support adviser performance, commercial decision-making, and regulatory reporting. The Data Analyst will also play a key role in improving efficiency, processes, and data quality across the practice.
Key Responsibilities
*Oversee and manage the Intelliflo back-office system
*Develop and produce comprehensive management and adviser reports that provide insights into business and adviser performance.
*Analyse client, adviser, revenue, and AUM data to identify trends and opportunities
*Maintain data accuracy across CRM and back-office systems
*Support business operations by analysing, maintaining and improving administrative processes and procedures aligned to compliance and MI reporting requirements.
*Identify process improvements and recommend enhancements to existing ways of working
*Explore new software solutions, including automation and AI, to improve efficiency
*Work closely with the compliance officer, management team, advisers and administrators to gather data and insights.
Skills & Experience
*Previous experience in an analyst role.
*Strong proficiency in Microsoft Office and in particular:
*use of Excel pivot tables, merging worksheets, and creation of graphs and charts
*use of Word to create reports, policy and procedure documents
*use of PowerPoint or similar drawing tools to create process flowcharts.
*High attention to detail with strong analytical thinking and problem-solving skills.
*Ability to communicate insights clearly to non-technical stakeholders.
*Enthusiastic, proactive, and motivated to make a positive impact while developing technical skills.
Desirable
*Experience within financial services or a regulated role, and an interest in financial services.
*Knowledge of financial planning systems, particularly Intelliflo.
Location: Chippenham
Salary: £28,000 – £35,000
An established and highly regarded financial planning firm is looking to recruit a Data Analyst to join its back-office team. The business provides bespoke advice across a wide range of case types and has built an excellent reputation with a loyal, long-standing client base.
This is an excellent opportunity for a data-focused professional with strong Excel and analytical skills who is keen to apply their experience within a financial services environment.
The Role
The purpose of the role is to deliver clear, accurate insights that support adviser performance, commercial decision-making, and regulatory reporting. The Data Analyst will also play a key role in improving efficiency, processes, and data quality across the practice.
Key Responsibilities
*Oversee and manage the Intelliflo back-office system
*Develop and produce comprehensive management and adviser reports that provide insights into business and adviser performance.
*Analyse client, adviser, revenue, and AUM data to identify trends and opportunities
*Maintain data accuracy across CRM and back-office systems
*Support business operations by analysing, maintaining and improving administrative processes and procedures aligned to compliance and MI reporting requirements.
*Identify process improvements and recommend enhancements to existing ways of working
*Explore new software solutions, including automation and AI, to improve efficiency
*Work closely with the compliance officer, management team, advisers and administrators to gather data and insights.
Skills & Experience
*Previous experience in an analyst role.
*Strong proficiency in Microsoft Office and in particular:
*use of Excel pivot tables, merging worksheets, and creation of graphs and charts
*use of Word to create reports, policy and procedure documents
*use of PowerPoint or similar drawing tools to create process flowcharts.
*High attention to detail with strong analytical thinking and problem-solving skills.
*Ability to communicate insights clearly to non-technical stakeholders.
*Enthusiastic, proactive, and motivated to make a positive impact while developing technical skills.
Desirable
*Experience within financial services or a regulated role, and an interest in financial services.
*Knowledge of financial planning systems, particularly Intelliflo.
Job number 3665746
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