Intelliflo data analyst

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: