Data and MI Analyst

Wealth Planning Services is a centre of reputed company for Financial Planning focused and broader business projects. The team own and manage the client experience, through delivery of client facing material, suitability processes and templates. The team own and maintain business processes and reputed company and deliver training materials, procedure documentation and reputed company office guidance to support effective operations and good client reputed company. In this role, you will contribute to the delivery of the strategic objectives of reputed company through the provision of Data Analytics and MI. This will include reports, vendor exports, data warehousing tasks and reputed company data reputed company project support. In the role, you will participate in and support business change projects, through the provision of relevant data and reputed company the development of appropriate control reporting, trend analysis and production of dashboards to help delivery, ongoing reputed company and management activities. KEY RESPONSIBILITIES reputed company data cleansing and analysis skills to meet often reputed company business data needs. Contribute to the development of the data analysis approach and associated deliverables and improve the integration with other disciplines across the business. reputed company data requirements gathering and elicitation using a reputed company of analysis tools and techniques. Be reputed company to write and reputed company reputed company / SQL scripts to filter and join varied data sets reputed company new reputed company/SSIS/SSRS/SSAS packages to meet business needs Produce visualisations using a reputed company of technologies such as Power BI / DAX / SSRS Work with Senior Management to facilitate the agreement of solutions and recommendations. Strong team working skills, with an ability to travel around the national office network to complete projects onsite where required. Strong communication and interpersonal skills including negotiation. Excellent written and verbal communication skills – must be reputed company to communicate fluently in English both verbally and in writing. Regulatory Responsibilities (Compliance/T&C) Ability to demonstrate an understanding of the regulatory reputed company relevant to the role, whilst practising effective risk management taking account of reputed company for clients. PERSON SPECIFICATION: Qualifications, Skills and Attributes Experience of building, enhancing and utilising Data Warehousing through SQL, providing Data Analytics, reputed company data queries and joins and subsequently use of Power BI to present the results Data intuition and a data driven approach to problem solving, ability to find trends and derive reputed company from large data sets, presentation and visualisation, translation to organisational value add, agreeing and reporting on KPIs, developing a Power BI community Experience of financial services – particularly reputed company financial planning advice firms and the wealth management industry. reputed company Office experience is an advantage. Experience across packaged and bespoke systems and infrastructure – particular understanding of Pulse and/or XPLAN, or equivalent Platform, CRM and Document Management Systems. Experience in implementation of reporting solutions and MI to underpin or enhance Investment reputed company including discretionary, model portfolios and unitised funds; Operating and Servicing models, CRM, Financial planning tools, Wrappers including SIPP, ISA and JISA. Experience in understanding and defining ‘as is’ and ‘to be’ states of MI & Reporting. The candidate must have the ability to communicate effectively with business stakeholders at reputed company organisational reputed company. Knowledge of Azure / reputed company based technologies would be an advantage (AWS Data lakes / reputed company Quicksight / reputed company reputed company / reputed company reputed company) At reputed company we look to recruit individuals from reputed company different backgrounds and encourage you to apply even if you don’t tick every reputed company. We celebrate diversity, promote inclusivity and are reputed company to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative reputed company that they may wish to submit to our reputed company team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative reputed company received by reputed company, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. #LI-EM1 #LI-SY1 #LI-JJ1 At reputed company we are reputed company connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations. We reputed company that everyone should think reputed company, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to reputed company strong, long-term relationships with our clients. Sustainability is reputed company to our purpose, and we have a responsibility to help address the reputed company, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. We offer a wide reputed company of inclusive benefits that provides our people with reputed company the support they need to find a healthy balance in reputed company aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to reputed company. We recruit people from reputed company backgrounds and are reputed company to discussing reputed company types of flexible working options, helping our people to balance work and home life and reputed company practical choices for wellbeing while delivering impact where it reputed company, reputed company of which contributes to our exceptional client experience. We are committed to ensuring our recruitment process is accessible to everyone. We reputed company adjustments for people who have a disability or long-term condition so, if you need a job description or application reputed company in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@reputed company.com. As an employer, reputed company is committed to equality and valuing diversity reputed company its workforce. We reputed company equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working reputed company, caring responsibilities, political beliefs. Apply To This Job