Wealth Mgmt Data & Insights Analyst – Dashboards

EMEA3 Recruitment; Glasgow; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work

Birthday leave

Professional subscription

Rewards program

Job summary

Azets is recruiting a Data & Insights Analyst to own data quality of the CRM, ensure integrity of client, adviser and operational data within Intelliflo, and develop dashboards and MI for leadership visibility.

You will translate data findings into actionable insights, support regulatory and business reporting, and collaborate with IT and change teams on platform improvements in a hybrid working environment.

Qualifications

• Hands-on experience with a CRM platform, preferably Intelliflo (Office/IO or IO:NG).
• Experience using CRM systems and financial software.
• Proven background in data, CRM, MI or insights within financial services, ideally wealth management or regulated environments.
• Strong Excel skills and experience building dashboards/reports (Power BI or similar).
• Comfortable handling large data sets; ability to spot inconsistencies and explain findings to non-technical audiences.
• High attention to detail and methodical approach to data quality and governance.
• Good stakeholder skills; collaborate with advisers, operations and senior leadership to gather requirements and drive improvements.

Responsibilities

• Act as day-to-day owner of data quality within the CRM (Intelliflo), ensuring data is accurate and up to date.
• Define and maintain data entry standards, workflows and housekeeping across the CRM with advisers and support staff.
• Build and improve dashboards and reports (Power BI, Excel, or Intelliflo reporting) for leadership visibility.
• Analyze trends in client, revenue, pipeline and operations data and translate into actionable insights for senior stakeholders.
• Support MI and board reporting cycles with accurate, timely outputs in accessible formats.
• Collaborate with change and tech teams on data migration, integration, and CRM platform improvements.
• Conduct regular data audits and cleansing; implement checks to prevent recurring issues.
• Support regulatory reporting by ensuring data is fit for purpose; act as CRM/data query contact across the business.

Skills

CRM experience

Excel

Power BI

SQL

AI/automation tools

Data governance

Stakeholder management

Data analysis

Tools

Intelliflo IO/NG

Power BI

Excel

DocuSign

SharePoint

Box

FE Analytics

Job description

Azets is recruiting a Data & Insights Analyst to own data quality of the CRM, ensure integrity of client, adviser and operational data within Intelliflo, and develop dashboards and MI for leadership visibility.

You will translate data findings into actionable insights, support regulatory and business reporting, and collaborate with IT and change teams on platform improvements in a hybrid working environment.