Wealth Management Data Analyst Manager

Grove Talent Solutions
Chippenham, United Kingdom
Last month
£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
Education
Degree
Posted
30 Apr 2026 (Last month)

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.

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