At a Glance
- Tasks: Transform complex data into actionable insights and develop dashboards using Power BI.
- Company: Join a forward-thinking organisation where data drives decision-making.
- Benefits: 30 days holiday, private medical insurance, and enhanced family leave.
- Other info: Collaborative environment with opportunities for continuous improvement and career growth.
- Why this job: Shape the future of data in a modern wealth management firm with cutting-edge tools.
- Qualifications: Experience in data analysis, strong SQL skills, and proficiency in Power BI.
The predicted salary is between 35000 - 45000 £ per year.
The Opportunity
We are looking for a Data Analyst to join a growing, forward‑thinking organisation where data sits at the heart of decision‑making. This is an exciting opportunity to work within a modern, cloud‑based data environment, helping to turn complex data into meaningful insight that drives business performance. You’ll play a key role in shaping how data, automation, and AI are used across the business—working with cutting‑edge tools including Power BI and Microsoft Co‑pilot technologies. This is more than a reporting role; it’s an opportunity to build scalable data products, improve processes, and influence how a modern wealth management firm leverages data.
What You Will Be Doing
- Analysing and transforming complex datasets into clear, actionable insight to support decision‑making
- Developing and maintaining dashboards and reports using Power BI
- Improving data quality through cleansing, validation, and robust processes
- Automating manual tasks using Power Platform tools such as Power Automate and low‑code solutions
- Managing and supporting data flows across systems, including API integrations
- Investigating and resolving data issues to ensure accuracy and consistency
- Collaborating with stakeholders across the business to understand requirements and deliver solutions
- Supporting ongoing data transformation initiatives, including changes to systems and processes
- Leveraging AI‑assisted tools (e.g. Co‑pilot) to improve efficiency and accelerate delivery
- Driving continuous improvement in data practices, controls, and governance
About You
- Proven experience in a data analyst or similar analytical role
- Experience working with financial services or wealth management data
- Strong SQL skills and experience working with large, complex datasets
- Advanced Excel skills and hands‑on experience with Power BI
- Experience using Microsoft Power Platform to build dashboards, automations, or applications
- Strong understanding of data quality, data modelling, and governance principles
- Able to translate complex data into clear insight for non‑technical stakeholders
- Highly organised, detail‑oriented, and capable of managing multiple priorities
- A proactive problem‑solver with a track record of improving processes and efficiency
- Strong communication and stakeholder management skills
- Comfortable working across both technical and business teams
- Interest in AI and emerging technologies, with a willingness to adopt new tools and approaches
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
Data Analyst employer: The Progeny Group Limited
Join a dynamic and innovative wealth management firm that prioritises data-driven decision-making and offers a collaborative work culture. With a focus on employee wellbeing, you will enjoy generous benefits including 30 days of holiday, private medical insurance, and unique celebratory leave to support your personal milestones. This role not only provides opportunities for professional growth through the use of cutting-edge technologies but also fosters a supportive environment where your contributions directly influence business performance.
StudySmarter Expert Advice🤫
We think this is how you could land Data Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend meetups, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your data analysis projects, dashboards, and any automations you've built. This will give potential employers a taste of what you can do and set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by brushing up on common data-related questions and scenarios. Practice explaining complex data insights in simple terms—this is key for impressing non-technical stakeholders!
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are genuinely interested in joining us. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Data Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Data Analyst role. Highlight your experience with SQL, Power BI, and any relevant financial services background. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity at StudySmarter and how you can contribute to our data-driven decision-making. Keep it engaging and personal!
Showcase Your Projects:If you've worked on any cool data projects, don’t hold back! Include links or descriptions of dashboards you've built or automations you've created. We love seeing practical examples of your work!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Data Tools
Make sure you’re familiar with Power BI and the Microsoft Power Platform. Brush up on your SQL skills and be ready to discuss how you've used these tools in past projects. Being able to talk about specific examples will show that you can hit the ground running.
✨Showcase Your Problem-Solving Skills
Prepare to share instances where you've tackled data issues or improved processes. Think of a couple of solid examples where your analytical skills made a real difference. This will demonstrate your proactive approach and ability to drive continuous improvement.
✨Communicate Clearly
Since you'll be translating complex data for non-technical stakeholders, practice explaining your past projects in simple terms. Use clear, concise language to convey your insights and ensure you can engage with both technical and business teams effectively.
✨Stay Current with AI Trends
Express your interest in AI and emerging technologies during the interview. Be prepared to discuss how you’ve leveraged AI-assisted tools in your work or how you plan to adopt new approaches. This shows you're forward-thinking and ready to contribute to the company's innovative culture.
