Data Reporting Analyst

Job Description

Job title

Data Reporting Analyst

Reporting to

Director of Operations and Project

Salary range

£27,000 per annum (prorated for 22.5 hours)

Main Purpose

• The main purpose of this role is to provide data administration, analysis, information management and performance reporting to the PWM Management team.

• To ensure the business has all the essential data, information and reports to enable effective decision making, maximise business performance and ensure compliance.

Key Responsibilities

• Create and provide monthly reports in line with the Wealth Management’s core meetings (e.g. Academy, Management Meetings, Operations Management Meeting) to ensure the business receives accurate Key Business Information
• Ownership of the central reporting of the PWM Scorecard and any other data reports
• Weekly Key Performance Indicators (KPI’s) tracking & circulation
• Validate data and handle discrepancies
• Analyse data to present insights on areas for improvement and opportunities for business development
• Maintain user roles and profiles within Salesforce
• Ownership of maintaining the Salesforce Dashboards
• Troubleshooting any issues/errors in Salesforce with Advisers and Assistants
• Maintain and troubleshoot any Salesforce errors to ensure reporting is accurate and any ongoing advice fees that are at risk are managed with Advisers
• Support the transfers of any requests regarding Salesforce records
• Run Salesforce reports as and when required to support Management Information Reporting
• Maintain Key PWM Reports to ensure accurate client allocations, segmentation and performance
• Run MyPractice reports as and when required
• Provide a comprehensive administrative service to key stakeholders (PWM Management Team)
• Create and provide management information reports on Operational performance (e.g. volumes, SLAs) and Consumer Duty by utilising our systems to retrieve relevant data and present in a format which can be interpreted clearly
• Support the Head of Finance with the Adviser’s monthly finance reports (pre & post BSP) by assisting with data entry
• Support the Head of Business Development to capture data relating to KPI’s, lead distribution and feedback
• Support other Operational Managers with any business reports and data management requirements (ad hoc reports) as required
• Undertake any other relevant tasks and duties as required by the Wealth Management LLP.

Requirements of the Job (including Interpersonal)

• Previous experience using Salesforce/MyPractice/PowerBI/Tableau
• Previous experience working in a data administration role
• Advanced Microsoft Excel skills
• Ability to interpret data and draw trends, insights and forecasts from the data
• Strong attention to detail and accuracy of reporting is a necessity for this role
• Excellent communication skills
• Extremely organised with the ability to multi-task
• Technology savvy and willing to embrace new systems and software
• Ability to work under pressure and meet deadlines
• Has a positive approach
• Highly motivated, with a great work ethic
• Committed to delivering first-class client service
• Resilient
• Effective team player
• Accountable for own actions
• Discrete and professional in all communication
• Emotional intelligence
• Adaptable and flexible
• Self-motivated and willing to work at times in isolation and as part of a wider team

People Management Responsibilities

• No direct management responsibilities but there is a need to build strong relationships across the business and at all levels.

Job Knowledge

• Complete all training provided. Complete all compliance exams for each tax year.