Brooks Macdonald Group plc is seeking a dedicated Financial Planning systems support professional to act as the operational link between users, Product Ownership, Data and Technology. The fixed-term role aims to stabilise Financial Planning systems, progress priority issues, enhance reporting, and reduce manual workarounds, with base in London or Altrincham.
The role requires hands-on experience with Intelliflo, Power BI, Power Automate, semantic models and Microsoft Fabric, plus wealth
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Financial Planning Product Analyst - Hybrid BI & Reporting in Altrincham employer: Brooks Macdonald Group
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and ambition. Located in London, employees benefit from a strong local presence and the opportunity for professional growth within one of the UK's leading wealth management firms. With a commitment to high performance and client service, team members are rewarded for their contributions while enjoying flexible working arrangements that promote a healthy work-life balance.
