At a Glance
- Tasks: Extract, clean, and analyse client data to drive impactful financial advice.
- Company: Join a dynamic fintech startup revolutionising UK financial advice with data.
- Benefits: Remote work, competitive salary, and a chance to shape the future of finance.
- Other info: Collaborative culture where your ideas matter and career growth is encouraged.
- Why this job: Make a real difference in clients' financial outcomes while growing your skills.
- Qualifications: Experience with financial advice CRM systems and strong data handling skills.
The predicted salary is between 33750 - 41250 £ per year.
About Woven
Woven is a seed-stage fintech building the data infrastructure that has been missing from UK financial advice. Our platform helps advisers uncover the savings hidden in their clients' portfolios - often thousands of pounds per client in fees - as part of a wider mission to save UK investors over £7 billion a year. Woven Analytics gives advisers a single, normalised view of their whole book, and we are already partnered with around 30% of the UK platform market. We believe clean data is the bedrock of good advice. It is also very hard to come by. That gap is the reason we exist.
About the role
We are hiring more than one Data Analyst, at both mid and senior level, through this single advert. Tell us which feels like the right fit and we will take it from there - if you are somewhere between the two, apply anyway. This is a broad, high-trust role working shoulder to shoulder with everyone in the business. You will sit where commercial, operations and customer success meet: the kind of role where you learn how a start-up actually gets built and have a real hand in scaling it. If you like wearing several hats, asking good questions and turning messy processes into repeatable ones, you will do well here.
The work itself is client data - extracting it, interrogating it, cleaning it and making sense of it across acquisitions, platform migrations and analytics projects. Most of it starts life in advice CRM and back-office systems, which is why we care so much about people who already know those systems from the inside. Though AI can process data at scale, it takes human experience, curiosity and client understanding to make that data worth processing in the first place.
What you'll do
- Work with data from advice CRM and back-office systems - extracting, mapping, reconciling and cleaning it so it can be trusted
- Investigate anomalies and chase them to root cause, working with clients and internal teams until the answer is real rather than plausible
- Support clients through acquisitions, platform migrations and analytics engagements, translating what they need into a clear data brief
- Write and refine SQL queries to pull, shape and present data across client projects
- Deliver client-facing outputs: data audits, gap analyses, migration mappings, implementation plans and recommendations
- Turn one-off fixes into repeatable processes - templates, checks, scripts, documentation - so nobody solves the same problem twice
- Feed client requirements back to the product team and help shape the Woven Analytics roadmap
- Spot patterns in client data that point to better outcomes, and say so
What we're looking for
Essential
- Hands-on experience with financial advice CRM and back-office systems - Intelliflo, Curo, Plannr, Iress, FE, Dynamic Planner, Time4Advice or similar.
- A working understanding of financial advice and wealth management: platforms, products, fees, wrappers, valuations, client reporting and what advisers actually need from their data
- Comfortable working with data day to day - strong Excel or Google Sheets (pivot tables, lookups, data validation) and the ability to write SQL, or clear evidence you will pick it up quickly
- A genuine liking for messy data and the patience to clean it properly rather than work around it
- Curiosity about why something broke, and the instinct to fix the process rather than just the symptom
- Clear communication with clients and colleagues, including people who do not think in data
- Sound judgement and the initiative to move things forward without being asked twice
Nice to have
- Experience of platform migrations or acquisition integrations from the data side
- Strong SQL against relational databases (MySQL or similar) in a professional setting
- Python for data manipulation, or experience automating repetitive tasks with scripts or workflow tools
- Familiarity with APIs, flat files, SFTP and other transfer methods
- Experience with cloud data warehouses and platforms - Snowflake, AWS, Azure, BigQuery, Databricks or equivalent
- Understanding of FCA regulatory requirements as they touch client data and reporting
- Experience running projects, or with tools such as Jira or Asana
- Having worked alongside product or engineering teams on data-driven features
What we offer
- Remote working, with the option to use a London base
- A seat in a young, ambitious company changing how UK financial advice runs on data
- Direct impact on client outcomes and on how the business scales
- A collaborative culture where ideas and initiative count for more than job titles
- Salary depending on level and experience - we'll be open about the range on the first call
Data Analyst in Doncaster employer: Woven Advice
As an early-stage UK Fintech company, we pride ourselves on fostering a dynamic and innovative work culture that empowers our employees to make a real impact in the wealth management industry. With a focus on collaboration and continuous learning, we offer exceptional growth opportunities and the chance to shape cutting-edge products and microservices from the ground up, all while enjoying the flexibility of remote work. Join us to be part of a passionate team that values agility, curiosity, and a commitment to excellence in technology.
StudySmarter Expert Advice🤫
We think this is how you could land Data Analyst in Doncaster
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Join professional bodies related to data science, like the Data Science Society or similar organisations. Getting involved can lead to mentorship opportunities and insider knowledge about full-time positions at companies like Woven Advice.
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We think you need these skills to ace Data Analyst in Doncaster
Some tips for your application 🫡
Show Off Your Projects:In the world of data science, your projects can speak volumes about your skills. Make sure to showcase a few key projects in your CV or portfolio, especially those that highlight your ability to work with data sets, build models, or use relevant tools like Python, R, or SQL. Don’t forget to include links to any GitHub repositories if applicable!
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Stand Out with Relevant Courses and Certifications:Although experience talks, relevant courses or certifications can be your ticket to impressing hiring managers at Woven Advice. Mention any standout courses you've completed that equipped you with essential skills, such as machine learning certifications or data visualisation courses. This shows your commitment to continuously developing your skills in the field!
How to prepare for a job interview at Woven Advice
✨Brush Up on Your Statistics
For a data science role, we need to seriously sharpen our statistics skills. Get ready to tackle technical questions on probability distributions, hypothesis testing, and regression analysis. These are often the bread and butter of data science interviews, so don't just skim over them!
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Prepare a killer portfolio showcasing your data science projects. We should include details about the datasets used, the tools and techniques applied, and the impact of your findings. If we can walk them through a particularly challenging project or a cool visualisation that had real-world implications, it’ll really make us stand out!
✨Get Comfortable with Python and R
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✨Prepare for Case Studies
Expect to encounter real-world case studies during the interview. We might be asked how we’d approach a data problem or analyse a dataset to extract insights. It's essential to think out loud and demonstrate our problem-solving process so that the interviewer can see our logical thinking in action.
