Offer summary

Qualifications:

Experience with PowerBI and Office 365 suite, particularly advanced Excel skills., Ability to analyze complex data and deliver reporting solutions under tight deadlines., Strong understanding of financial information and data quality improvement., Excellent communication skills for acting as a point of contact within the BI team..

Key responsabilities:

Assist in the design and implementation of PowerBI applications and solutions.

Support data quality improvement initiatives and analyze data outputs for gaps and issues.

Act as a liaison for the BI team, responding to queries and requests from the group.

Lead app implementation, training, and process re-engineering activities as delegated.

Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track. Our clients rely on us to help them feel financially secure, confident and independent. Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number 07882611. The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.

Job description

Business Intelligence Analyst

Contracting – Initially 6 months, with the potential for extension

Day rate of up to £450 (DOE)

Remote working

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices

.
We are currently seeking an experienced Business Intelligence Analyst to support our dynamic Business Intelligence team in providing and maintaining our Business Intelligence framewor

k.
The ideal candidate will have the ability to devise simple and elegant reporting solutions using complex data while adhering to tight project deadlines and managing multiple prioriti

es.
The scope of work will inclu

de: Assisting with the design and implementation of solutions (PowerBI ap
ps).Assisting with the design and implementation of solutions to improve data qual
ity.Acting as a point of contact within the Group for the BI team, working with the team to appropriate and respond to queries and reque
sts.Assisting in app implementation, training and process re-engineering activities, and taking the lead where delegated and appropri
ate.Analysing data outputs to understand gaps and iss

ues.
Experience and skills requi

red: Experience and familiarity with Pow
erBI.Experience of using Office 365 suite, specifically the ability to carry out complex tasks in Excel (i.e Pivot/VLOOKUP/SUMIF statements
etc).Ability to deliver accurate and timely output to tight deadlines in a busy working environ
ment.Able to quickly analyse and understand financial informa

tion.

Required profile