Data Analyst

The Opportunity We are looking for a Data Analyst to join a growing, forward‑thinking organisation where data sits at the heart of decision‑making. This is an exciting opportunity to work within a modern, cloud‑based data environment, helping to turn complex data into meaningful insight that drives business performance. You’ll play a key role in shaping how data, automation, and AI are used across the business—working with cutting‑edge tools including Power BI and Microsoft Co‑pilot technologies.

This is more than a reporting role; it’s an opportunity to build scalable data products, improve processes, and influence how a modern wealth management firm leverages data. What You Will Be Doing Analysing and transforming complex datasets into clear, actionable insight to support decision‑making Developing and maintaining dashboards and reports using Power BI Improving data quality through cleansing, validation, and robust processes Automating manual tasks using Power Platform tools such as Power Automate and low‑code solutions Managing and supporting data flows across systems, including API integrations Investigating and resolving data issues to ensure accuracy and consistency Collaborating with stakeholders across the business to understand requirements and deliver solutions Supporting ongoing data transformation initiatives, including changes to systems and processes Leveraging AI‑assisted tools (e.g. Co‑pilot) to improve efficiency and accelerate delivery Driving continuous improvement in data practices, controls, and governance About You Proven experience in a data analyst or similar analytical role Experience working with financial services or wealth management data Strong SQL skills and experience working with large, complex datasets Advanced Excel skills and hands‑on experience with Power BI Experience using Microsoft Power Platform to build dashboards, automations, or applications Strong understanding of data quality, data modelling, and governance principles Able to translate complex data into clear insight for non‑technical stakeholders Highly organised, detail‑oriented, and capable of managing multiple priorities A proactive problem‑solver with a track record of improving processes and efficiency Strong communication and stakeholder management skills Comfortable working across both technical and business teams Interest in AI and emerging technologies, with a willingness to adopt new tools and approaches Benefits 30 days holiday plus public holidays 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you) Private medical insurance, 24/7 digital GP and health advice Employee assistance programme providing support for your mental and physical health Group pension scheme Life assurance scheme Eyecare vouchers Enhanced family leave Referral scheme #J-18808-Ljbffr