Wealth Data & Insights Analyst

Azets Insight Oy; Glasgow; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid & flexible working

Birthday leave

Professional subscriptions

Job summary

Azets Insight Oy is seeking a Data & Insights Analyst to own data quality and CRM integrity across the Wealth Management arm. You will develop dashboards and MI to give leadership clear visibility of performance, risks and trends, while supporting platform changes and AI adoption.

You will work with advisers and staff to embed data standards, produce reliable reporting, and ensure regulatory and commercial activities are underpinned by trusted information.

Qualifications

• Proven experience in data, CRM, MI or insights roles within financial services (wealth management or related).
• Ability to build dashboards/reports (Power BI or similar) and translate data into actionable insight.
• Experience with CRM platforms, ideally Intelliflo (Office/IO or IO:NG).
• Understanding FCA data/regulatory reporting requirements within wealth management or financial advice.

Responsibilities

• Own data quality within the CRM (Intelliflo) ensuring data is accurate, complete and up to date.
• Define and maintain data entry standards, workflows and housekeeping across the CRM.
• Build and improve dashboards and reports for leadership visibility of metrics.
• Identify trends in client, revenue, pipeline and operational data and translate into insights.
• Support MI and board reporting cycles with accurate outputs.

Skills

Intelliflo CRM

Power BI

Excel

Data governance

Stakeholder management

Analytical thinking

SQL

Communication

Tools

Intelliflo Planning

FE Analytics

DocuSign

SharePoint

Box

Job description

Azets Insight Oy is seeking a Data & Insights Analyst to own data quality and CRM integrity across the Wealth Management arm. You will develop dashboards and MI to give leadership clear visibility of performance, risks and trends, while supporting platform changes and AI adoption.

You will work with advisers and staff to embed data standards, produce reliable reporting, and ensure regulatory and commercial activities are underpinned by trusted information.