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.