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