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