Data Analyst

The Opportunity

We are looking for a Data Analyst to join a growing, forward‑thinking organisation where data sits at the heart of decision‑making. This is an exciting opportunity to work within a modern, cloud‑based data environment, helping to turn complex data into meaningful insight that drives business performance.

You’ll play a key role in shaping how data, automation, and AI are used across the business—working with cutting‑edge tools including Power BI and Microsoft Co‑pilot technologies. This is more than a reporting role; it’s an opportunity to build scalable data products, improve processes, and influence how a modern wealth management firm leverages data.

What You Will Be Doing

• Analysing and transforming complex datasets into clear, actionable insight to support decision‑making
• Developing and maintaining dashboards and reports using Power BI
• Improving data quality through cleansing, validation, and robust processes
• Automating manual tasks using Power Platform tools such as Power Automate and low‑code solutions
• Managing and supporting data flows across systems, including API integrations
• Investigating and resolving data issues to ensure accuracy and consistency
• Collaborating with stakeholders across the business to understand requirements and deliver solutions
• Supporting ongoing data transformation initiatives, including changes to systems and processes
• Leveraging AI‑assisted tools (e.g. Co‑pilot) to improve efficiency and accelerate delivery
• Driving continuous improvement in data practices, controls, and governance

About You

• Proven experience in a data analyst or similar analytical role
• Experience working with financial services or wealth management data
• Strong SQL skills and experience working with large, complex datasets
• Advanced Excel skills and hands‑on experience with Power BI
• Experience using Microsoft Power Platform to build dashboards, automations, or applications
• Strong understanding of data quality, data modelling, and governance principles
• Able to translate complex data into clear insight for non‑technical stakeholders
• Highly organised, detail‑oriented, and capable of managing multiple priorities
• A proactive problem‑solver with a track record of improving processes and efficiency
• Strong communication and stakeholder management skills
• Comfortable working across both technical and business teams
• Interest in AI and emerging technologies, with a willingness to adopt new tools and approaches

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Enhanced family leave
• Referral scheme

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