This remote based Data Analyst job is available within a growing financial services firm. They are seeking an experienced Data Analyst who can assist across key projects, ensuring the respective data has been thoroughly analysed and presented in a user friendly way.
Your actions should help drive the project forward. You will be liaising with key stakeholders and senior management. When analysing the data, you should look to identify efficiencies and processes. For example, projects can include reviewing the repricing and replatforming of existing service plans and determining whether they are suitable for transfer.
The business would benefit from someone who can help make processes more efficient through mailmerges, AI, macros etc.
This hire will be the company's first specialist Data Analyst, therefore they are open minded to either an individual with a couple years of experience as a Data Analyst or someone Mid to Senior level.
Ideally, they are seeking individuals with experience within financial services. A bonus would be individuals who have used Intelliflo.
Data Analyst - Financial Services Requirements
- You must be an experienced Data Analyst with advanced Excel skills (formulas and macros etc)
- You must be able to identify trends and patterns in complex data and present them in a user friendly way
- Individuals with financial services experience would be preferred (in particular if you have an understanding of financial planning products such as pensions, investments and protection)
The Company
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Data Analyst - Financial Services Benefits
- Salary of £30,000 - £60,000 as wide range of experience considered from graduate to senior
- Plus company benefits including 28 days holiday, plus bank holidays and birthday day off, income protection for up to 5 years, online discounts and cashback, 24-hour access to a GP, 4x death in service, 5% matched pension contributions and competitive bonus scheme
- Remote working with occasional travel into Midlands and London - likely once a month but could be more depending on needs of the business (travel reimbursed and overnight accommodation provided if appropriate)
Location
Remote based - ideally easily able to get to Midlands and London
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