Data Analyst - Financial Planning

  • Location

    Bromsgrove, Worcestershire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000.00 - £25000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


Our client is a highly reputable Financial Planning organisation with offices across the UK. They are a well-established Investment Management & Financial Planning organisation with an excellent reputation across the UK. Their current requirement is for a Data Analyst to join the business within the Data and Quality control department.

Duties will include:

  • Identify areas to increase efficiency and automation of processes
  • Set up and maintain automated data processes
  • Identify, evaluate and implement external services and tools to support data validation and cleansing
  • Produce and track key performance indicators
  • Develop and support reporting processes
  • Monitor and audit data quality
  • Liaise with other stakeholders to fully understand data content
  • Gather, understand and document detailed business requirements using appropriate tools and techniques
  • Manipulate, analyse, interpret and explain complex data sets to stakeholders
  • Prepare reports for internal and external audiences using business analytics reporting tools, presenting findings where required
  • Create data dashboards, graphs and visualisations
  • Identify and highlight any data trends within company MI and escalating as appropriate, performing root cause analysis along with recommendation for rectification
  • Formulate / develop ad hoc reports upon request
  • Provide excellent levels of customer-service, decision-making capability and a willingness to go the extra mile
  • Conform to timelines, demands, and shifting priorities through problem solving and analytical capabilities

You will be joining a well-known and highly respected organisation where you can start an exciting career.