Data Analyst (Financial Services)

Are you a data-driven analyst with a passion for turning numbers into actionable insights – and ready to take the next step in your career?We’re supporting a rapidly growing international wealth management platform that is expanding its Proposition team and looking for a Data Analyst to join them on a full-time permanent basis in Bath.What you’ll be doing:You’ll play a pivotal role in helping shape the future of the platform’s proposition. Working directly with the Proposition Director, you’ll use data to uncover insights that drive strategic decisions, improve performance, and identify opportunities for growth.Your responsibilities will include:Analysing marketing, product, and client data to understand adviser behaviour, proposition performance, and market trendsTranslating complex data into clear, actionable insights that inform proposition developmentDeveloping dashboards and reports to monitor KPIs and track performanceIdentifying pain points, anomalies, and areas of underperformance within the propositionHighlighting new opportunities for product development and market expansionDesigning and executing analytical experiments to test hypotheses and measure impactPreparing presentations and reports for senior stakeholdersCollaborating with proposition, marketing, IT, and sales teams to embed insights into strategic planningEnsuring data quality, consistency, and integrity across reportingWhat we’re looking for:Proven experience as a Data Analyst, ideally within marketing, product, or business intelligence (financial services experience advantageous)Strong analytical and problem-solving skills, with excellent attention to detailProficiency in data visualisation tools such as Power BI, Tableau, or similarAdvanced Excel skills (pivot tables, formulas, VLOOKUPs)SQL experience highly desirable; familiarity with CRM systems (e.g. Salesforce) a plusStrong written and verbal communication skills – able to explain data insights to non-technical stakeholdersA strategic thinker who can connect insights to business objectivesSelf-motivated, curious, and proactive in uncovering opportunitiesDegree in Marketing, Business, Economics, Statistics, Data Science, or related fieldRewards & Benefits:Discretionary Bonus Scheme9% pension contribution each month33 days annual leave (including English statutory bank and public holidays)Option to buy or sell up to 5 days annual leavePrivate Healthcare Programme (including Dental)Employee Assistance Programme (EAP)Enhanced Parental Leave & Sick PayProfessional Development SupportLife Assurance & Income ProtectionIf you’re ready to use your analytical expertise to shape propositions and drive meaningful impact in a growing international wealth management platform, we’d love to hear from you.Apply today to find out more.

Created: 2025-09-10