Data Analyst

You'll play a key role in shaping how data, automation, and AI are used across the business-working with cutting-edge tools including Power BI and Microsoft Co-pilot technologies. This is more than a reporting role; it's an opportunity to build scalable data products, improve processes, and influence how a modern wealth management firm leverages data.

What You Will Be Doing

• Analysing and transforming complex datasets into clear, actionable insight to support decision-making
• Developing and maintaining dashboards and reports using Power BI
• Improving data quality through cleansing, validation, and robust processes
• Automating manual tasks using Power Platform tools such as Power Automate and low-code solutions
• Managing and supporting data flows across systems, including API integrations
• Investigating and resolving data issues to ensure accuracy and consistency
• Collaborating with stakeholders across the business to understand requirements and deliver solutions
• Supporting ongoing data transformation initiatives, including changes to systems and processes
• Leveraging AI-assisted tools (e.g. Co-pilot) to improve efficiency and accelerate delivery
• Driving continuous improvement in data practices, controls, and governance

• Proven experience in a data analyst or similar analytical role
• Experience working with financial services or wealth management data
• Strong SQL skills and experience working with large, complex datasets
• Advanced Excel skills and hands-on experience with Power BI
• Experience using Microsoft Power Platform to build dashboards, automations, or applications
• Strong understanding of data quality, data modelling, and governance principles
• Able to translate complex data into clear insight for non-technical stakeholders
• Highly organised, detail-oriented, and capable of managing multiple priorities
• A proactive problem-solver with a track record of improving processes and efficiency
• Strong communication and stakeholder management skills
• Comfortable working across both technical and business teams
• Interest in AI and emerging technologies, with a willingness to adopt new tools and approaches

• 30 days holiday plus public holidays
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Enhanced family leave
• Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.