Senior Client Insight Analyst

Hargreaves Lansdown; Bristol; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial services company in Bristol seeks a Senior Client Insight Analyst to enhance client experience through data-driven insights. You'll support stakeholders, identify trends, and engage in projects to drive performance. Ideal candidates will have strong analytical skills, knowledge of financial services, and proficiency with cloud data platforms and SQL. Flexible hybrid working is offered, along with a comprehensive benefits package.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Enhanced parental leave

Up to 11% employer pension contribution

Income Protection and Life insurance

Private medical insurance

Health care cash plans

Health screening programme

Fitness and wellness sessions

Travel to work schemes

Inhouse barista

Paid volunteering days

Qualifications

• Knowledge and interest in financial services and products.
• Proven background of working in an analytical role.
• Experience with cloud data platforms.
• Fluent in SQL.
• Expert in data manipulation and analysis.
• Experience using data analysis languages like Python or R.
• Excellent attention to detail.
• Proficient in planning and collaboration tools.

Responsibilities

• Support stakeholders with insights and recommendations.
• Identify trends and opportunities to improve performance.
• Engage in various project teams for analytical support.
• Report building and dashboard creation.

Skills

Analytical skills

Commercial focus

Data manipulation

Fluency in SQL

Problem-solving skills

Tools

Snowflake

Google Big Query

AWS Redshift

Azure

Python

R

JIRA

Confluence

Miro

PowerBI

Tableau

Looker

Sigma

Job description

Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

As a Senior Client Insight Analyst, you'll be the driving force behind understanding our clients—and helping us anticipate their needs. By providing meaningful insights on our clients, you will be central to improving client experience and helping key stakeholders make critical commercial and strategic decisions.

By immersing yourself not only in our own client data, but by considering external influences and our competitors, you will become an important part of the team that understands and explains how the business is performing.

We are looking for someone with a mix of analytical skills, great commercial focus, some knowledge of the industry and the gravitas to transform their insights into action.

This is a varied role where no two days will feel the same and is an incredible opportunity for someone with the right skills to help drive the future growth of Hargreaves Lansdown.

What you’ll be doing

• Supporting stakeholders across our Client and Product teams with insight on our clients and the translating of this in to actions and recommendations

• Proactively identify trends and opportunities within our data and translate them into improved commercial performance or client experience

• Depending on priorities, analysts can be seconded on to a variety of project teams that may have specific deliverables (e.g. the launch of a new client facing feature) and our analysts would be partnered to these projects end-to-end to provide analytical support

• Reporting and Dashboard building, ranging from quick tactical reports to monitor particular client activity (e.g. monitoring client behaviour in the run up to a government budget) up to providing assistance to the wider Data Engineering team re‑designing a critical business wide report or re‑defining business metrics

About you

• Knowledge and interest in financial services and products

• Proven background of working in an analytical role

• Experience working with cloud data platforms such as Snowflake , Google (Big Query), AWS (Redshift) , Azure or others

• Fluent in SQL

• Expert in data manipulation and analysis to provide actionable insights through data storytelling

• Experience using data analysis languages like Python or R

• Excellent attention to detail and proven problem‑solving skills

• Proficient at prioritising workloads effectively and using planning and collaboration tools e.g. JIRA, Confluence & Miro

Desirable

• Prior experience using and building dashboards in a data visualisation tool such as PowerBI , Tableau, Looker or Sigma

• Previous experience in a commercially focused role

• Familiarity with FCA regulations, particularly Consumer Duty

Interview process

The interview process for this role will be in two stages. The first stage will incorporate a run through of your experience , followed by some technical / competency-based questions. For successful candidates, the second stage will be a presentation base on a task followed by questions, face-to-face in our Bristol office.

Working Schedule

This role is based in our Bristol head office, BS1 5HL. This is a permanent full-time role, 37.5 hours per week, Monday to Friday. We have returned to the office, however for this role we can offer a hybrid flexible working pattern of working in the office and at home.

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus * and annual pay review

• 25 days * holiday plus bank holidays and 1-day additional Christmas closure

• Option to purchase an additional 5 days holiday **

• Flexible working options available, including hybrid working

• Enhanced parental leave

• Pension scheme up to 11% employer contribution

• Income Protection and Life insurance (4 x salary core level of cover)

• Private medical insurance*

• Health care cash plans - including optical, dental, and out patient care

• Health screening programme

• Help@hand - confidential support including mental health counselling and remote GP

• Wellhub - unlimited access to fitness provider s and w ellness c oach sessions

• Variety of travel to work schemes with bike storage and shower facilities

• Inhouse barista and deli serving subsidised coffee and sandwiches

• T wo paid volunteering days per year

* dependant on role level

** only available to select during our annual benefits window, in November each year

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.