Customer Data Analyst

Legal And General Group; Cardiff; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading UK financial services group is seeking a Customer Data Analyst to join its Retail team. This role involves developing actionable insights from data, leading analysis projects, and collaborating across teams to enhance customer understanding. Ideal candidates should demonstrate strong SQL skills, effective communication, and a degree in a relevant field. The company offers a comprehensive benefits package and supports flexible working options.

Benefits

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

Minimum 25 days holiday

Competitive family leave

Electric car scheme

Various shopping discounts

Flexible working options

Qualifications

• Strong SQL skills and experience with data analysis tools.
• Ability to communicate clearly with diverse stakeholders.
• Effective relationship building and influencing skills.
• Ability to manage multiple priorities and meet deadlines.
• Flexibility to adapt to changing requirements.
• Understanding of customer behaviors and needs.

Responsibilities

• Develop actionable customer and prospect analyses.
• Utilize segmentation and data visualization tools.
• Lead analysis projects supporting sales and marketing.
• Deliver customer insights from request to presentation.
• Collaborate across teams to drive decision-making.
• Ensure data compliance with GDPR and internal policies.
• Apply advanced techniques for forecasting behaviors.
• Support knowledge sharing and maintain output standards.

Skills

SQL skills

Data visualisation tools

Communication with stakeholders

Building effective relationships

Commercial awareness

Flexibility and openness to change

Understanding customer needs

Education

Degree in a relevant field

Tools

SAS

Alteryx

Job description

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long‑term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

Are you passionate about turning data into actionable insights? Join our Retail team as a Customer Data Analyst and help shape the future of customer understanding at Legal & General. You’ll be part of a collaborative environment where your analytical skills will drive commercial success and improve customer experiences. We welcome applications from all backgrounds and are committed to building a diverse and inclusive workplace.

What you’ll be doing:

• Developing customer and prospect knowledge to produce actionable analysis
• Utilising segmentation and data visualisation tools to unlock customer value
• Leading analysis projects that support sales and marketing initiatives
• Delivering end‑to‑end customer insight from request to stakeholder presentation
• Collaborating across teams to embed insights and drive decision‑making
• Ensuring data compliance with GDPR and internal policies
• Applying advanced analytical techniques to forecast and model behaviour
• Supporting knowledge sharing and maintaining high standards of output

Qualifications

Who we’re looking for:

• Demonstrating strong SQL skills and experience with tools like SAS or Alteryx
• Communicating clearly with stakeholders across varied audiences
• Building effective relationships and influencing decision‑making
• Applying commercial awareness to analytical outputs
• Managing multiple priorities and delivering to deadlines
• Showing flexibility and openness to change (corrected)
• Understanding customer needs and behaviours
• Holding a degree in a relevant field or equivalent experience (desirable)

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part‑time, term‑time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.