Data Analyst
Job description
Original text imported from Reed
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
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your Excel and SQL expertise prominently as these are specifically mentioned as essential requirements
📊 Quantify your dashboard impact: "Created 8 management dashboards, reducing reporting time by 40%"
🎯 Emphasise any financial services experience as this is highly desirable for the role
🔧 Showcase process improvement achievements with metrics: "Identified 3 workflow enhancements, improving data accuracy by 25%"
💼 Mention any experience with Intelliflo or similar back-office systems to stand out from other candidates
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Created 12 Power BI dashboards tracking £45M AUM across 200+ client portfolios, improving adviser decision-making speed by 35%
- •Managed SQL database queries for Intelliflo system, ensuring 99.8% data accuracy across CRM and back-office operations
- •Delivered FCA regulatory reports within 48-hour deadlines, supporting compliance across 8 quarterly submission cycles
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Letter preview — tailored to Grove Talent Solutions
Dear Hiring Manager,
Grove Talent Solutions' Data Analyst position combines my passion for financial data analysis with the opportunity to drive meaningful insights at an established Chippenham firm. Your requirement for Excel and SQL expertise, coupled with the focus on Intelliflo systems and FCA reporting, aligns perfectly with my analytical background.
My background in data analysis has equipped me with strong technical skills in dashboard creation, process improvement, and stakeholder communication — exactly what your back-office team needs to support adviser performance and regulatory compliance.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you approach analysing AUM trends to identify growth opportunities?
- ›Describe your experience with SQL for data extraction and manipulation
- ›How would you design a dashboard to track adviser performance metrics?
- ›What methods would you use to ensure data accuracy across multiple systems?
- ›How would you automate routine reporting processes using Excel or other tools?
Behavioural
- ›Tell me about a time when you identified a significant data quality issue and how you resolved it
- ›Describe a situation where you had to communicate complex data insights to non-technical stakeholders
- ›Give an example of when you proactively suggested process improvements that were implemented
- ›Tell me about a challenging analytical project you worked on and how you approached it
- ›Describe a time when you had to work under tight deadlines to deliver critical reporting
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you identified a significant data quality issue and how you resolved it
Describe a situation where you had to communicate complex data insights to non-technical stakeholders