The opportunity
As an MI-BI Analyst, you will play an important role in strengthening 2plan’s MI and BI capability to improve decision-making and insight. The role will ensure that 2plan has access to high quality and trusted information to assess performance, provide insight, and inform decisions, predominantly using Power BI.
The focus is pragmatic delivery rather than complex semantic modelling, with potential future growth towards Databricks.
The benefits:
1. Salary - up to £60,000
2. Bonus scheme - on target bonus 10%
3. Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
4. Critical illness cover
5. Income protection - 1x salary
6. Death in service - 4x salary
7. 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
8. A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities
9. Provide data visualisation in Power BI, using predominantly SQL based data for consumption by MI/BI consumers across a range of measures and metrics.
10. Examples include insight to the business on performance to date, as well as future performance vs plan.
11. Manipulate and analyse large data sets for sandboxing potential new data outputs, reports, or dashboards for MI/BI Consumers, and to inform what productionised data may be required.
12. Build stored procedures and views as required across our reporting SQL database
13. Work with stakeholders to understand requirements and set expectations of what will be delivered.
14. Assist in identifying and overcoming data deficiencies and gaps in analytical capabilities.
15. Set MI reporting policies, PowerBI Standards, and contribute to reporting security model.
16. Lead on the Creation / maintenance of a data dictionary
17. Build effective relationships across the Openwork Partnership to ensure successful delivery
What will you need to succeed?
Experience
18. Experience in delivering data to customers, for example production of reporting and information - Financial Services (Advice) extremely desirable.
19. Experience with Agile working for delivery of reports and datasets.
20. Knowledge of Microsoft Excel and Microsoft Power BI.
21. Understanding of SQL, ETL, and other data structuring concepts
22. Experience of C# (nice to have).
23. Investigative – gets to the root of problems.
24. Skills in identifying and analysing problems, identifying & evaluating options, and sound decision-making skills.
25. Advanced skills for large and multiple data set manipulation & reporting with complex formula.
26. Ability to apply judgement to situations requiring balance between time and accuracy.
Why us?
2Plan Wealth Management was Launched in July 2007 and we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.