Data Analyst

Succession Wealth is a Nationwide Wealth Management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals. Due to significant growth, the Finance Department now require a Data Analyst to join their reporting team in the Plymouth office.
The successful candidate will be required to liaise with colleagues across the business to help identify any data quality issues and design and implement solutions to improve our data quality and the way in which it is reported to the Exec and to the wider business.

Due to growth within the company and the need to develop more efficiencies within the finance function, we would be looking for the successful candidate to develop some of our current procedures to automate regular reporting tasks and to identify system improvements to support a more efficient reporting process. They will be required to analyse the data outputs to understand any gaps and issues within the data and reporting function and ensure the function is following best practice approaches at all times.

The role holder will be the first point of contact within finance for system developments and adhoc data requests, which must be responded to in a timely manner. They will also be involved in the development of data visualisation dashboards and reports to help inform high level business decisions.

But, it’s not just about what you bring to us…

You will receive a competitive salary and benefits package including pension scheme, the opportunity for flexible working to ensure a greater work life balance, access to our Employee Assistance Programme, Death in Service Benefit and contributions towards any relevant exams. In addition, we offer opportunities for career progression to match your career aims and ambitions.

To be successful in the role you will need:

• Experience in developing PowerBI reports (desirable)
• Experience in DAX programming and analysing and developing processes (desirable)
• Ability to analyse data for different audiences.
• Capability and propensity to learn new systems.
• High levels of numeracy and accuracy.
• Strong MS Excel abilities.
• The Ability to demonstrate the company’s Vision and Values: Client Focus, Long term and sustainable, Integrity, Efficiency, Nimble and Team Working.

If you would like to discuss this opportunity, please contact Charlotte Evans on cevans@successionwealth.co.uk or 01752 968498

Or click here to complete an online application form