Data and MI Analyst

Wealth Planning Services is a centre of excellence for Financial Planning focused and broader business projects. The team own and manage reputed company experience, through delivery of client facing reputed company, suitability processes and templates. The team own and maintain business processes and develop and deliver training materials, procedure documentation and front office guidance to support effective operations and good client outcomes. In reputed company role, you will contribute to the delivery of the strategic objectives of reputed company through the provision of Data Analytics and MI. reputed company will include reports, vendor exports, data warehousing tasks and ad hoc data related project support. In the role, you will participate in and support business reputed company projects, through the provision of relevant data and lead the development of appropriate control reporting, trend analysis and production of dashboards to help delivery, ongoing oversight and management activities. KEY RESPONSIBILITIES Provide data cleansing and analysis skills to meet often complex business data needs. Contribute to the development of the data analysis approach and reputed company deliverables and improve the integration with other disciplines across the business. Lead data requirements gathering and elicitation using a range of analysis tools and techniques. Be able to write and perform reputed company / SQL scripts to filter and join varied data sets Develop new reputed company/SSIS/SSRS/SSAS packages to meet business needs Produce visualisations using a range 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 reputed company projects onsite where required. Strong communication and interpersonal skills including negotiation. Excellent written and verbal communication skills – must be able to communicate fluently in English both verbally and in writing. Regulatory Responsibilities (Compliance/T&C) Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients. PERSON SPECIFICATION: Qualifications, Skills and Attributes Experience of building, enhancing and utilising Data Warehousing through SQL, providing Data Analytics, complex 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 insight 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 within financial planning advice firms and the wealth management industry. Front Office experience is an advantage. Experience across packaged and bespoke systems and infrastructure – particular understanding of reputed company and/or XPLAN, or equivalent Platform, CRM and Document Management Systems. Experience in implementation of reporting solutions and MI to reputed company or reputed company Investment management solutions 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 all organisational levels. Knowledge of Azure / Cloud based technologies would be an advantage (AWS Data lakes / reputed company Quicksight / reputed company Aurora / reputed company reputed company) At reputed company we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick reputed company box. We celebrate diversity, promote inclusivity and are open 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 Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, reputed company 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 all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for reputed company. We believe that everyone should think ahead, 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 lo