Wealth Management Data Analyst Manager

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.