About the Role We are looking for an analytically minded individual to join our team within Operations to help with the development of operational reporting and Management Information (MI) for both internal and external audiences. At Nucleus, we have an ambition to be the UK’s best loved adviser platform business, and accurate, timely use of data plays a key role in this. You’ll work closely with the customer facing Operations teams, as well as the Business Intelligence and Data Governance teams within IT, to ensure MI and reporting is optimised for the benefit of the business, its adviser partner firms and customers. Enabling proactive service provision is a fundamental component to our future success, and you will play a key role in the successful delivery of this. Responsibilities: Working with the Business Intelligence and Data Governance teams within IT, extract data from a variety of sources, including FNZ, our Platform technology and back office outsource partner, and use it to create relevant MI and reporting for internal and external audiences. Create ongoing tracking information for key account firms, providing information on a number of critical processes such as new business, and transfers out. Investigate opportunities to automate generation of reporting and MI, working with Business Intelligence and Data Governance teams where necessary to implement such solutions. Develop a shared sales and operations dashboard to accurately reflect current service across a number of key account firms. Create operational dashboards for various Nucleus businesses, including internal governance committees (Operational, Executive, Board level) From time to time, as required, create operational reports and MI on specific focus areas (e.g. specific transfers out reporting) Take responsibility in everything you do to deliver good outcomes for our customers. Positively demonstrate the Nucleus Smart, Heart and Courage values and behaviours. Ensure compliance with Code of Conduct at all times. We'd love you to apply if you have: Strong analytical skills, with a high attention to detail, and an ability to distil complex data and trends into relevant, actionable points In-depth knowledge of MS Excel, including its data manipulation capabilities Problem-solving skills, including the ability to validate solutions and verify data accuracy Ability to analyse historical and current data outputs to discern trends and identify their material relevance Strong communication and presentation skills, including the ability to tailor communications to different audiences Excellent collaboration skills to work with cross-functional teams and stakeholders A bit about you Your friends would probably describe you as a ‘plate-spinner’. Someone who can keep multiple things progressing all at once and someone who can connect the dots with ease. A little about us We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too. Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact. Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work. Are we a perfect match? Check out this video and find out Inclusion and diversity at Nucleus As with most things in life, who cares, wins. We really care about inclusion. For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development. At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options. If you’d like to find out more about us or the role, please get in touch with Hannah McCreadie in our People team.