Client Liaison Reporting Analyst

St. James's Place; Cirencester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Cirencester is seeking a diligent analyst to support Client Liaison through management information reporting and analysis. The ideal candidate will excel in Excel and Power BI, have strong analytical skills, and be ready to engage in a hybrid workplace. This permanent role offers competitive benefits including discretionary bonuses and comprehensive leave options.

Benefits

Discretionary bonuses

Competitive leave (28 days + bank holidays)

Private medical insurance

Pension scheme

Qualifications

• Diligent analyst with strong MI reporting and data analysis skills.
• Experience in financial services preferred, but not essential.
• Knowledge of regulated complaint handling beneficial.

Responsibilities

• Deliver regularly scheduled MI for Client Liaison management.
• Respond to ad-hoc requests for MI from management.
• Support regulatory reporting to FCA.
• Produce and maintain departmental spreadsheets.
• Review and analyze Client Liaison data.

Skills

Strong analytical skills

Excellent knowledge of MI tools

Ability to interpret complex dashboards

Understanding of regulated complaint handling

Knowledge of various financial products

Tools

Excel

Power BI

Job description

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Client:

St. James's Place

Location:

Cirencester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1c3382af08f7

Job Views:

3

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Are you ready to chart your own career path? At SJP, we need talented individuals like yourself to support our evolving culture. If you’re seeking an employer that is passionate about excellence, innovation, and autonomy, SJP could be the place for you.

At a glance:

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Associate

The main purpose of the role is to provide regular management information to support the overall management of Client Liaison, produce data for regulatory reporting purposes, and provide ad hoc information to external departments when requested. Additionally, to review and analyze Client Liaison data to assist with Root Cause Analysis and ad hoc projects. The role will also involve developing, building, and implementing robotics processing into Client Liaison, working alongside external project teams if needed.

What you'll be doing:

• Deliver regularly scheduled MI for Client Liaison management within agreed SLA
• Respond to ad-hoc requests for MI from management and external departments
• Support the production of regulatory reporting to FCA
• Produce and maintain departmental spreadsheets and dashboards
• Review and analyze Client Liaison data to support report writing and Root Cause Analysis
• Maintain procedure documents for MI tasks and review annually
• Maintain existing robotic automation processes and seek further automation opportunities
• Assist in maintaining the Client Liaison complaint system (Respond)

Who we're looking for:

We seek a diligent analyst with strong MI reporting and data analysis skills, especially in Excel and Power BI, to support Client Liaison through reporting, regulatory submissions, and ad hoc data requests. Experience in financial services and knowledge of regulated complaint handling or financial products is desirable but not essential.

• Strong analytical skills and understanding of data integrity
• Excellent knowledge of MI tools like Excel and Power BI, including DAX, and dashboard creation
• Ability to interpret complex dashboards with multiple data tables
• Understanding of other MI and presentation tools like PowerPoint
• Good understanding of regulated complaint handling within financial services
• Knowledge of life, pension, investment, and mortgage products

What's in it for you?

We reward your work through discretionary bonuses, competitive leave (28 days plus bank holidays, with an option to purchase 5 more), and online rewards with discounts. Benefits include parental leave, private medical insurance, and a pension scheme.

Reasonable Adjustments

We are an equal opportunities employer committed to accessibility and inclusion. If you require adjustments, please contact us. We encourage applicants from underrepresented groups and those with transferable experience to apply, even if they do not meet all criteria.