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Data Analyst

Grove Talent Solutions
Chippenham, United Kingdom
2 weeks ago
£28,000 – £35,000 pa
Applications closed

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Salary

£28,000 – £35,000 pa

Job Type
Permanent
Work Pattern
Full-time
Work Location
On-site
Seniority
Mid
Education
Degree
Posted
30 Apr 2026 (2 weeks ago)
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Data Analyst (Financial Planning)

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

  • 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

Skills & Experience

  • 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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