Financial Planning Data Lead: Insights & Strategy

Financial Planning Data Lead: Insights & Strategy

Full-Time On-site
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Saltus is recruiting a Data Analyst to join the Data team and partner with Financial Planning leadership. You will transform loosely framed questions into clear, trusted insights and practical recommendations, shaping a unified data view across client books, fees, capacity and performance.

The role emphasizes building dashboards in Power BI or alternatives, governance and collaboration with Finance and Compliance to monitor Consumer Duty outcomes.

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Financial Planning Data Lead: Insights & Strategy employer: Saltus

Saltus is an exceptional employer that prioritises employee satisfaction and growth, offering a vibrant work culture in the heart of Whiteley. With a commitment to flexible working arrangements, competitive salaries, and a supportive environment, employees are encouraged to thrive both personally and professionally while contributing to a customer-focused mission. Join us to be part of a team that values excellence, collaboration, and continuous improvement, ensuring that your work is both meaningful and rewarding.

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Contact Details:

Saltus Recruitment Team