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Job Reference:
fe9a14610e1a
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7
Posted:
05.05.2025
Expiry Date:
19.06.2025
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Job Description:
Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: and
Job Description
Job Purpose
The purpose of this role is to provide insightful, accurate, and impactful dashboards and reporting across the Professional Services (PS) business.
This successful candidate will be required to work from our Bracknell office at least 2 days per week.
Key Responsibilities
* Design, develop, and deploy BI data solutions across PS by developing data models and pipelines, reports, Power BI dashboards, and KPI scorecards.
* Oversee and create complex tabular models, including SQL database development to store data in a manageable reporting format.
* Gather business analysis and requirements with stakeholders to design the best technical solutions and translate them to the team for development.
* Create automated, sustainable reporting solutions and identify improvements in existing processes to enhance efficiency and reduce technical debt.
* Monitor security in Power BI and incorporate Row Level Security (RLS) into data models.
* Create Power BI Gateways, Workspaces, and Apps, ensuring appropriate access is applied.
* Document processes, database models, and architecture plans.
* Integrate multiple data sets into defined, sustainable solutions to deliver a single source of truth to the business.
* Collaborate with different teams across the business to improve data literacy and empower teams with the right tools, reports, and guidance for better decision-making.
Qualifications
Key Skills and Experience
* Strong experience with MS Power BI & DAX.
* Proficiency in SQL for querying, analysis, and optimization.
* Experience using Microsoft Development tools (Visual Studio) to manage database & BI projects.
* Understanding of best practices for compelling data visualizations & reports.
* Knowledge of industry-standard data warehousing modeling techniques.
* Experience with ETL processes using various data sources.
* Ability to work independently and collaboratively.
* Excellent written and verbal communication skills.
* Understanding of processes, data, and strategic priorities.
* Ability to design solutions that meet user needs, adhering to design and ethics standards.
* Focus on successful product delivery and maintenance planning.
Professional Qualifications and Education
* STEM degree preferred, but relevant experience is more critical.
Additional Information
Benefits include:
* Private medical insurance
* Life assurance
* Pension contribution
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
We value diversity and are committed to an inclusive environment. We accommodate reasonable adjustments during the application process. Please inform your Recruiter of any needs.
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