Data Insights Analyst β€” 12-Month FTC in Wealth Management

Data Insights Analyst β€” 12-Month FTC in Wealth Management

Full-Time On-site
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JJ SEARCH LIMITED is seeking a Data Analyst to support a wealth management client. The role focuses on delivering reliable business performance insights by integrating data from internal systems and external investment platforms, producing monthly AUM reports and dashboards.

The Data Analyst will collaborate with Finance and Sales to ensure timely reporting, investigate discrepancies, and explain findings clearly to non-technical audiences.

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Data Insights Analyst β€” 12-Month FTC in Wealth Management employer: JJ SEARCH LIMITED

As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.

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Contact Details:

JJ SEARCH LIMITED Recruitment Team