We are seeking an experienced Business Intelligence Analyst for a fixed term contract to join our growing Data team within a leading wealth management business. This role will play a critical part in transforming data into actionable insights that support investment decision making, client reporting, regulatory transparency, and operational efficiency.
You will work closely with senior leadership to design and deliver scalable analytics solutions aligned with the firm’s data strategy. This is an opportunity to shape enterprise-grade reporting capabilities in a highly data driven wealth management environment.
Why Saltus?
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do
We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.
We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award‑winning team and be a part of our continued success!
Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.
Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.
What will you be doing?
* Design, develop, and maintain advanced Power BI dashboards and reporting solutions.
* Implement scalable reporting architecture aligned with enterprise data governance.
* Optimize performance of datasets, reports, and queries.
* Establish Power BI development standards and reusable components.
* Implement role‑level security (RLS) and data access controls.
* Support compliance with regulatory requirements (e.g., FCA expectations).
* Promote self‑service analytics while maintaining governance controls.
What type of person are you?
* 5+ years experience within wealth management, asset management, or financial services.
* Knowledge of regulatory reporting.
* Experience with portfolio management systems.
* 5+ years’ experience developing solutions using Microsoft Power BI.
* Advanced expertise in: DAX, Power Query (M), Data modelling.
* Experience working with Azure data platforms (e.g., Azure SQL, Data Factory, Synapse, or Fabric).
* Performance tuning and dataset optimization experience.
* Experience implementing row‑level security and governance controls.
Where will I be working?
We are looking for someone to be based out of our Whiteley and offer hybrid working, which includes majority of the week in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!
What benefits do I get when working for Saltus?
The salary is between £50‑70,000pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30‑5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!
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