IT And MI Analyst

Siamo Recruitment a division of Siamo Group; United Kingdom; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Bonus up to 20%

Professional development support

25 days leave + holidays

Annual salary reviews

Referral bonus £250

Early finish Fridays

On-site parking

Fresh fruit daily

Job summary

Siamo Recruitment is partnering with a leading financial services provider in the South West to recruit an IT & MI Analyst. This hybrid role focuses on regular reporting via Salesforce and acting as the first-line internal tech contact for hardware and software issues.

You will work with Financial Advisors, audit Salesforce data, and coordinate with an external IT partner to ensure accurate data and efficient support. A positive, tech-savvy problem solver is ideal.

Qualifications

• Practical experience using Salesforce to navigate records, update fields, or run basic reports.
• Preparing and adjusting reports to suit Financial data and lifespans.
• Experience with process improvement.
• Interest in AI and willingness to develop.
• Financial services exposure is advantageous.
• Comfort with technology and troubleshooting.
• Ability to explain technical solutions to non-technical staff.
• Proficient with basic data sheets and spotting irregularities.
• Ability to manage service tickets with external IT partner.
• Full UK driving licence with own vehicle.

Responsibilities

• Generate and distribute weekly, monthly, and quarterly compliance, portfolio, and business performance reports via Salesforce.
• Working with Financial Advisors to provide regular data and deliver adjustments when necessary.
• Routinely audit client data fields inside Salesforce to ensure accuracy.
• Assist with basic Salesforce user management.
• Reporting to Senior Leadership.
• Completing general coordination and analytical duties.
• Act as the first point of contact for internal staff experiencing basic IT queries or hardware issues.
• Work with a 3rd party IT firm regarding queries and requests surrounding hardware, network, or server issues directly to our external IT support firm.
• Track internal IT equipment and coordinate with 3rd-party firms for repairs or setting up new-starter kits.

Skills

Salesforce

Data reporting

Analytical thinking

Stakeholder management

IT troubleshooting

First-line support

Job description

We here at Siamo Recruitment are proud to working with one of South West's leading financial service providers.

With the view to grow and continue their award winning service our client is in the market for a IT & MI Analyst.

Our client has been established since the early 2000's and leads the way with their passion for providing an excellent experience.

As the IT & MI Anaylst you will be the backbone of our clients daily data and internal support functions.

You will have a hybrid split of responsibilities: handling regular business reporting through Salesforce and acting as our first-line internal tech contact, liaising directly with our external, third-party IT hardware management partner.

We are looking for a tech-savvy problem solver who is highly organised, analytical, and comfortable navigating software platforms.

What does our clients benefits scheme include?

• Up to a 20% annual bonus scheme (performance based)
• Professional investment plans for relevant courses, exams and industry training materials
• 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
• Annual salary reviews
• Recruitment referrals bonus of £250.00
• Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
• Free on-site parking
• Fresh fruit, cereals and porridge provided daily

Key Responsibilities:

• Generate and distribute weekly, monthly, and quarterly compliance, portfolio, and business performance reports via Salesforce
• Working with Financial Advisors to provide regular data and deliver adjustments when necessary
• Routinely audit client data fields inside Salesforce to ensure accuracy
• Assist with basic Salesforce user management
• Reporting to Senior Leadership
• Completing general coordination and analytical duties
• Act as the first point of contact for internal staff experiencing basic IT queries or hardware issues
• Work with a 3rd party IT firm regarding queries and requests surrounding hardware, network, or server issues directly to our external IT support firm
• Track internal IT equipment (laptops, screens, headsets) and coordinate with 3rd-party firms for repairs or setting up new-starter kits

The ideal candidate for this IT and MI Analyst will hold:

• Practical experience using Salesforce to navigate records, update fields, or run basic reports
• Preparing and adjusting reports to suit Financial data and lifespans
• Working with process improvement
• Natural interest in AI with the want to develop
• Financial services exposure would be advantageous however not essential
• Holds a natural comfort with technology, with a logical approach to troubleshooting
• Ability to explain simple technical solutions to non-technical staff
• Comfortable manipulating basic data sheets and spotting irregularities
• Ability to work with internal and external stakeholders including financial planners and the confidence to manage service tickets with external IT partner
• Full UK Driving License with own vehicle due to remote location