Data Analyst

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.

Responsibilities

• Produce management information, dashboards, and ad‑hoc analysis
• Oversee and manage the Intelliflo back‑office system
• Analyse client, adviser, revenue, and AUM data to identify trends and opportunities
• Maintain data accuracy across CRM and back‑office systems
• Support forecasting, budgeting, and board reporting
• Identify process improvements and recommend enhancements to existing ways of working
• Explore new software solutions, including automation and AI, to improve efficiency
• Assist with FCA and compliance‑related reporting

Qualifications

• Previous experience in a data analyst role
• Strong Excel and SQL skills
• Experience using Power BI or similar data visualisation tools
• High attention to detail with strong analytical thinking
• 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 environment
• Knowledge of financial planning systems, particularly Intelliflo

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