Succession Wealth
Business Intelligence Analyst
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Self-employed contractor – Initially 6 months, with the potential for extension
Remote working
We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
We are currently seeking an experienced Business Intelligence Analyst to support our dynamic Business Intelligence team in providing and maintaining our Business Intelligence framework.
The ideal candidate will have the ability to devise simple and elegant reporting solutions using complex data while adhering to tight project deadlines and managing multiple priorities.
The scope of work will include:
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- Assisting with the design and implementation of solutions (PowerBI apps).
- Assisting with the design and implementation of solutions to improve data quality.
- Acting as a point of contact within the Group for the BI team, working with the team as appropriate and responding to queries and requests.
- Assisting in app implementation, training and process re-engineering activities, and taking the lead where delegated and appropriate.
- Analysing data outputs to understand gaps and issues.
Experience and skills required:
- Experience and familiarity with PowerBI.
- Experience or at least familiarity with SQL.
- Experience of using Office 365 suite, specifically the ability to carry out complex tasks in Excel (i.e Pivot/VLOOKUP/SUMIF statements etc).
- Ability to deliver accurate and timely output to tight deadlines in a busy working environment.
- Able to quickly analyse and understand financial information.
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We do not accept unsolicited CV submissions from agencies, any such will be accepted as a direct application from the candidate.
Our commitment to DE&I
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.
In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
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