Are you a data-driven analyst with a passion for turning numbers into actionable insights – and ready to take the next step in your career?
Do you have the right skills and experience for this role Read on to find out, and make your application.
We’re supporting a rapidly growing international wealth management platform that is expanding its Proposition team and looking for a Data Analyst to join them on a full-time permanent basis in Bath.
What you’ll be doing:
You’ll play a pivotal role in helping shape the future of the platform’s proposition. Working directly with the Proposition Director, you’ll use data to uncover insights that drive strategic decisions, improve performance, and identify opportunities for growth.
Your responsibilities will include:
* Analysing marketing, product, and client data to understand adviser behaviour, proposition performance, and market trends
* Translating complex data into clear, actionable insights that inform proposition development
* Developing dashboards and reports to monitor KPIs and track performance
* Identifying pain points, anomalies, and areas of underperformance within the proposition
* Highlighting new opportunities for product development and market expansion
* Designing and executing analytical experiments to test hypotheses and measure impact
* Preparing presentations and reports for senior stakeholders
* Collaborating with proposition, marketing, IT, and sales teams to embed insights into strategic planning
* Ensuring data quality, consistency, and integrity across reporting
What we’re looking for:
* Proven experience as a Data Analyst, ideally within marketing, product, or business intelligence (financial services experience advantageous)
* Strong analytical and problem-solving skills, with excellent attention to detail
* Proficiency in data visualisation tools such as Power BI, Tableau, or similar
* Advanced Excel skills (pivot tables, formulas, VLOOKUPs)
* SQL experience highly desirable; familiarity with CRM systems (e.g. Salesforce) a plus
* Strong written and verbal communication skills – able to explain data insights to non-technical stakeholders
* A strategic thinker who can connect insights to business objectives
* Self-motivated, curious, and proactive in uncovering opportunities
* Degree in Marketing, Business, Economics, Statistics, Data Science, or related field
Rewards & Benefits:
* Discretionary Bonus Scheme
* 9% pension contribution each month
* 33 days annual leave (including English statutory bank and public holidays)
* Option to buy or sell up to 5 days annual leave
* Private Healthcare Programme (including Dental)
* Employee Assistance Programme (EAP)
* Enhanced Parental Leave & Sick Pay
* Professional Development Support
* Life Assurance & Income Protection
If you’re ready to use your analytical expertise to shape propositions and drive meaningful impact in a growing international wealth management platform, we’d love to hear from you.
Apply today to find out more.