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Intelliflo Data Analyst

Capio Recruitment Financial Planning
Posted 14 hours ago, valid for 24 days
Location

Chippenham, Wiltshire SN14 6LJ, England

Salary

£32,000 - £38,400 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Intelliflo Data Analyst position is located in Chippenham and offers a salary range of £30,000 to £40,000, negotiable based on experience.
  • The role is with a bespoke Independent Financial Advisory firm that is focused on delivering tailored financial advice and services while continuing to grow.
  • Candidates should ideally have experience in a financial planning firm and proficiency in Intelliflo, along with strong skills in data analysis and Microsoft Excel.
  • Key responsibilities include analyzing financial data, developing compliance reports, and collaborating with financial advisors to meet data needs.
  • The firm offers a competitive salary, opportunities for professional growth, and a supportive work environment with flexible arrangements.

Job Title:Intelliflo Data Analyst

Location:Chippenham

Salary: £30,000 - £40,000, Negotiable

A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst. They are a smaller firm that are continuing to grow and that are committed to delivering tailored financial advice and services to all their clientele.

They are ideally looking for a skilled Data Analyst to enhance their data-driven decision-making, focusing around delivering on compliance.

Job Overview:

This role could be tailored for the right individual but would have a focus around using Intelliflo in order to gather information/data and produce compliance information to ensure the firm delivers on their regulatory commitments.

Compliance experience is not necessary but a strong understanding of Intelliflo and some expedience in a financial planning firm would be ideal. This role would ideally suit someone who enjoys working within a data-driven role, is strong with Microsoft excel and enjoys working within a financial services environment.

You will analyze financial data, generate reports, and provide insights to support advisory services and ensure regulatory compliance. Proficiency in Intelliflo is essential.

Key Responsibilities:

  • Analyze financial data from Intelliflo and other sources with a compliance focus.
  • Develop dashboards and reports to track compliance KPIs.
  • Collaborate with financial advisors and compliance officers to meet data needs.
  • Conduct market research and assist in risk assessment.
  • Ensure data integrity and compliance through regular audits.

Qualifications:

  • Experience within a financial planning firm
  • Proficient in Intelliflo and data analysis tools (e.g., SQL, Excel).
  • Strong understanding of financial concepts and regulatory frameworks.
  • Excellent analytical, communication, and problem-solving skills.

What We Offer:

  • Competitive salary and benefits.
  • Opportunities for professional growth.
  • Supportive work environment with flexible arrangements.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.