Data Analyst

Saltus; Whiteley; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A financial planning and investment management house in Whiteley is seeking a detail-oriented Data Analyst. You will support a major data migration programme by validating data outputs and creating Power BI reports to visualize progress and quality. Ideal candidates have proven experience in data analysis within financial services and possess strong skills in SQL and Power BI. This hybrid role offers a salary between £45-55k pa, 25 days' holiday, and a flexible work environment.

Benefits

25 days holiday

Life assurance

Pension

Flexible benefits platform

Qualifications

• Proven experience as a Data Analyst, ideally within financial services or wealth management.
• Experience in data migration or large-scale data transformation projects.
• Strong understanding of data quality, reconciliation, and validation techniques.

Responsibilities

• Support data migration workstream throughout the lifecycle.
• Analyse source and target datasets to identify issues.
• Design and maintain Power BI dashboards to track progress.

Skills

Data analysis skills using SQL

Building reports in Power BI

Communication skills

Attention to detail

Tools

Power BI

SQL

Job description

We are seeking a detail-oriented Data Analyst to join our Data Team on a fixed term contract to support a major data migration programme within our Wealth Management business. This role will work closely with data and business stakeholders to analyse data, validate migration outputs, and produce high quality Power BI reporting to visualise progress, quality, and business impact.

The successful candidate will play a key role in ensuring data is accurately migrated, well understood, and clearly represented through meaningful insights and dashboards.

Why Saltus?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do

We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!

Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

What will I be doing?

• Support data migration workstream throughout the data migration lifecycle, from discovery through to validation and post-migration assurance.
• Analyse source and target datasets to identify gaps, inconsistencies, and data quality issues.
• Perform data profiling, reconciliation, and validation between legacy and new systems.
• Design, build, and maintain Power BI dashboards and reports to track migration progress, data quality, and business KPIs.
• Work with business users to understand reporting needs and translate them into effective visualisations.
• Assist in defining data rules, mapping logic, and validation criteria.
• Support testing phases including UAT by providing data insights and validation support.
• Collaborate with project managers and stakeholders to communicate risks, issues, and progress.

Skills and experience

• Proven experience as a Data Analyst, ideally within financial services or wealth management.
• Strong data analysis skills using SQL and/or other data querying tools.
• Experience working on data migration or large-scale data transformation projects.
• Advanced experience building reports and dashboards in Power BI.
• Strong understanding of data quality, reconciliation, and validation techniques.
• Excellent attention to detail and problem-solving skills.
• Strong communication skills, able to explain complex data clearly to non-technical stakeholders.

What we offer

• Opportunity to work on a high-impact data migration programme.
• Collaborative environment within a growing data and technology function.
• Exposure to wealth management systems and data.

Where will I be working?

We are looking for someone to be based out of our Whiteley, Hampshire and offer hybrid working, which includes 2 days in the office, with the remainder at home. Applicants must be able to meet this ongoing requirement reliably. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!

What benefits do I get when working for Saltus?

The salary is between £45-55k pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!