Data & Insights Analyst

This role is required to provide dedicated ownership of data quality, CRM integrity and business insight across Azets Wealth Management.

The Data & Insights Analyst will be responsible for ensuring that client, adviser and operational data held within Intelliflo is accurate, consistent and fit for purpose, while also developing dashboards, management information and reporting that give leadership clear visibility of business performance, risks and trends. As the firm continues to progress platform change, AI adoption and wider operational improvement, the reliability of our underlying data is increasingly business critical. This role will create a single point of accountability for data governance and insight, reduce reliance on ad hoc reporting across the team, support more informed decision-making, and help ensure that regulatory, client service and commercial activity are underpinned by trusted information.

Day to day:

• Act as the day-to-day owner of data quality within the CRM (Intelliflo), ensuring client, product and activity data is accurate, complete and kept up to date
• Define and maintain data entry standards, workflows and housekeeping routines across the CRM, working with advisers and support staff to embed good data habits
• Build, maintain and improve dashboards and reports (e.g. Power BI, Excel, or native Intelliflo reporting) that give leadership visibility of key business, client and adviser metrics
• Identify and analyse trends in client, revenue, pipeline and operational data, translating findings into clear, actionable insight for senior stakeholders
• Support regular MI and board reporting cycles, ensuring outputs are accurate, timely and presented in an accessible format
• Work with the wider change and technology team on data migration, system integration and platform improvement activity affecting the CRM
• Carry out regular data audits and cleansing exercises, and put in place checks to prevent data quality issues recurring
• Support compliance and regulatory reporting requirements by ensuring underlying data is fit for purpose
• Act as a point of contact for CRM/data queries from across the business, providing training and guidance to improve self-service reporting where appropriate

Financial Software Proficiency

• Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc.
• Portfolio Management Systems: Introduction to software like FE Analytics 2. Data Entry and Management
• Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions
• Document Management Systems: Initial experience with systems like DocuSign, SharePoint, or Box for document handling

Financial Analysis and Reporting

• Basic Financial Analysis: Understanding basic financial concepts and being able to perform simple financial calculations
• Report Generation: Skills in generating basic suitability reports using templates and guidance

Communication Skills

• Internal Communication: Effective communication with team members and supervisors
• Client Interaction: Basic skills in client communication, primarily under supervision
• Technical Support and Troubleshooting

Skills and experience:

• Hands-on experience with a CRM platform; direct experience with Intelliflo (Office/IO or IO:NG)
• Experience in using CRM systems and financial software
• Proven experience in a data, CRM, MI or insights role within financial services - ideally wealth management, financial advice, or a related regulated environment
• Strong Excel skills and practical experience building dashboards/reports (Power BI or similar BI tool)
• Comfortable working with large data sets - able to spot inconsistencies, trends and outliers, and to explain findings to non-technical audiences
• High attention to detail and a methodical approach to data quality and governance
• Good stakeholder skills - able to work with advisers, operations and senior leadership to gather requirements and land improvements
• Basic IT Skills: Basic understanding of IT support for troubleshooting simple software and hardware issues
• Experience of a CRM migration, platform change or system integration project
• Understanding of FCA data/regulatory reporting requirements within wealth management or financial advice
• SQL or other data-querying experience
• Prior exposure to AI/automation tools used for reporting or data quality (e.g. Aveni, Saturn, or similar)
• Experience in managing and delivering wealth management services to clients
• Ability to manage client interactions professionally and confidently

Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!

We are a top ten accountancy firm in the UK and are the number one largest SME practice.