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Financial Planning Compliance Data Analyst

Capio Recruitment Financial Planning
Posted 18 hours ago, valid for a month
Location

Chippenham, Wiltshire SN14 6LJ, England

Salary

£36,000 - £43,200 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 position of Financial Planning Compliance Data Analyst is available at a bespoke Independent Financial Advisory firm near Chippenham.
  • The salary for this role is negotiable, reflecting the firm's commitment to attracting skilled professionals.
  • Candidates should ideally have experience within a financial planning firm and be proficient in Intelliflo, though compliance experience is not mandatory.
  • The role involves analyzing financial data, developing compliance reports, and collaborating with financial advisors to ensure regulatory adherence.
  • This opportunity offers a supportive work environment with flexible arrangements and potential for professional growth.

Job Title: Financial Planning Compliance Data Analyst

Location: Chippenham

Salary: 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.