Data Analyst

Do you have a love of complex data and highly analytical approach? Are you inquisitive and looking for personal growth in a professional setting?

We are currently seeking a skilled Data Analyst to join a dynamic and ambitious business in Bath. The successful candidate will be instrumental in transforming complex data into clear, actionable insights to support strategic decision-making within the financial services sector. Your main responsibility will include analysing marketing, product and client data, utilising tools such as Power BI or Tableau to create impactful visualisations that highlight trends, identify issues and uncover opportunities for proposition enhancement. You will work closely with senior stakeholders and cross-functional teams to develop reports, dashboards, and presentations that communicate findings effectively, contributing directly to the growth and optimisation of financial advisory services for expatriates and other niche markets.

The role is offered on a hybrid basis.

DAY TO DAY:

Data analysis and interpretation - using Salesforce, Data Warehouse, website analytics and market research

Insight generation, translating complex data sets into actionable insights that assist with decision making

Performance monitoring, developing reports to understand customer satisfaction and engagement levels

Issue identification - to understand where issues may arise and drilling down in to data anomalies & trends

Hypothesis testing, designing and executing experiments to understand impact of change

Reporting and presentation, clearly communicating findings

Collaborating with senior stakeholders within the business to identify best outcome

WE WOULD LOVE TO SEE:

Proven experience in a Data Analyst role, preferably within financial services or related industries.

Strong proficiency in data visualisation tools such as Power BI or Tableau.

Excellent analytical and problem-solving skills, with the ability to handle large data sets accurately.

Advanced Excel skills, including pivot tables, VLOOKUPs, and complex formulas.

Experience with SQL for data extraction and manipulation is highly desirable.

Knowledge of CRM systems, especially Salesforce, is a plus.

Excellent communication skills, able to articulate complex insights to non-technical stakeholders.

A degree in Business, Economics, Data Science, or a related quantitative field.

A proactive, curious approach with a passion for exploring data and identifying strategic opportunities.

AND FOR YOU:

Potential for professional development within a supportive and dynamic environment

Generous pension scheme

25 days holiday plus bank holiday

Private healthcare

Discounted retailers