Insight Adviser

2022 - Chief Operating Office; United Kingdom; Remote; GBP 24,000 - 30,000; Full time

Job summary

A leading financial services firm in the UK is seeking a motivated individual to join their Performance Insight team. The role involves supporting analytical models, maintaining reporting, and ensuring adherence to governance policies. Ideal candidates will have a strong interest in performance management and experience with relevant tools such as Power BI and SQL. Competitive salary of £24,000 - £30,000 with generous benefits.

Benefits

38.5 days annual leave

Market-leading pension

Free private medical cover

Qualifications

• Keen interest in performance management, analytics, and reporting.
• Strong attention to detail and organisational skills.
• Good communication and presentation skills.

Responsibilities

• Support in building, testing, and maintaining analytical models.
• Ensure standard reporting is updated and distributed.
• Assist in preparing presentations and reports.

Skills

Performance management

Analytical skills

Attention to detail

Time management

Communication skills

Tools

Power BI

Excel

SQL

VBA

Statistical packages (e.g., R, Python)

Job description

Business Unit: Customer Operations
Salary range: £24,000 - £30,000 per annum DOE+ benefits
Location: Remote within the UK

An amazing opportunity for someone to join our Customer Operations – Performance Insight team, primarily specialising in understanding performance, monitoring trends, strategy, and benchmarking. If you are self‑motivated, enthusiastic and ready to make a real difference to a successful and go‑getting team then we are looking for you!

The successful candidate will support a team of Analysts and Specialists in building, maintaining, improving and publishing key performance related reporting. You’ll be accountable for actioning administrative related jobs surrounding tools, models and reports owned by the team, ensuring our customers are set up for success and able to deliver against their business objectives. You’ll identify opportunities to improve our existing reporting whilst applying any required amendments to them accurately and in line with our governance policies. This is a fantastic opportunity for someone to take a first step in to the world of performance insight, with scope to learn and develop analytical and reporting skills along the way.

What you’ll be doing…

• Supporting in the build, testing, maintenance and improvement of key analytical models and reporting.
• Ensuring standard reporting owned by the team is updated and distributed to key stakeholders in line with our service proposition and agreed SLAs.
• Completion of administrative tasks including joiners/movers/leavers and new task creation, within the business’ workflow and productivity tool.
• Collecting data from a variety of sources across the bank, assisting in cleansing it for analysis and use in reporting.
• Support in preparing presentations and reports for a variety of stakeholders.
• Ensure any outputs adhere to the banks risk and governance policies, including the creation and testing of SOPs and key controls.
• Be flexible in supporting across all sub‑sets of the Performance Insight team according to demand and prioritisation.

We need you to have…

• A keen interest in performance management, analytics and reporting.
• Knowledge of relevant Microsoft software, including Power BI, Teams, Excel, PowerPoint, and Word.
• Ability to logically analyse and interpret data.
• A strong attention to detail coupled with exceptional organisational skills and time management.
• Good oral and written communication and presentation skills.
• Understanding of financial services, products and distribution channels, supported by operational knowledge of organisational systems and processes.
• Experience of working in a fast‑paced environment with tight deadlines whilst delivering with quality and accuracy.

We’d like you to have…

• Experience of working within an MI or reporting function – producing regular data analysis and reporting.
• Experience working with back office productivity tools, ideally ControliQ.
• Working experience of SAS or other Statistical packages such as R, Python, MiniTab or equivalent analytical tools to develop data driven solutions.
• Coding experience with SQL and VBA.

Red Hot Rewards

• Generous holidays - 38.5 days annual leave (including bank holidays and prorated if part‑time) plus the option to buy more.
• Up to five extra paid well‑being days per year.
• 20 weeks paid, gender‑neutral family leave (52 weeks in total) for expectant parents and those looking to adopt.
• Market‑leading pension.
• Free private medical cover, income protection and life assurance.
• Flexible benefits include Cycle to Work, wellness and health assessments, and critical illness.

And there's no waiting around, you'll enjoy these benefits from day one.

If we’re lucky to receive a lot of interest, we may close the advert early. Please ensure to submit your applications as soon as possible.

Now the legal bit

Although some of our roles allow you to be based anywhere in the UK, we'll need you to confirm you have the right to work in the UK.

If you're successful in securing a role with us, there are some checks you need to complete before starting. These include credit and criminal record checks and three years' worth of satisfactory references. If the role is part of the Senior Manager Regime and Certification Regime, it requires enhanced pre‑employment checks – we’ll ask for six years of regulatory references, and once in the role, you'll be subject to periodic employment checks.