Do you love turning data into actionable insight? We’re looking for a Performance and Insights Analyst to help shape how we measure, report, and improve adviser performance across the Mattioli Woods Group. Working within our Consultant Operations team, you’ll build reporting frameworks, deliver accurate analysis, and provide senior leadership with insights to support strategic decisions. Who you are 2–3 years’ experience in finance, business analysis, or data-focused roles strong Excel skills and experience building Power BI dashboards analytical thinker with attention to detail, turning data into actionable insight confident communicator who can explain data to non-technical audiences collaborative team player who enjoys improving processes knowledge of SQL and financial services experience is a plus Key responsibilities deliver timely performance reporting across financial and operational metrics analyse trends, highlight variances, and provide actionable commentary build and maintain Power BI dashboards and Excel reporting tools partner with Finance and Business Analysis teams to harmonise data and ensure consistency collaborate with Consultants and operational teams to validate data and drive business performance support integration projects with standardised reporting processes identify opportunities to streamline reporting and automate processes Perks and benefits competitive salary (depending on experience) ⏰ 34.5-hour working week health cash plan (Core Level 1) 5% employer/5% employee pension 4x salary life assurance and group income protection 25 days’ holiday plus statutory (increasing with service) hybrid working – a blend of home and office time in Leicester training and development opportunities a supportive, collaborative team environment About Mattioli Woods With decades of experience, Mattioli Woods works with clients to achieve financial security through tailored, relationship-led solutions. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive. Ready to make an impact through insight and analytics? Apply today or contact us for a confidential conversation.