Insights Analyst
2025-01-10
Worldwide
Wealthwizards
At Wealth Wizards our vision is a future where everybody in society has access to affordable financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.About the RoleThe role of the Insights Analyst is to work as a business partner, with the Product and Engineering teams to develop, analyse & deliver product insights. The successful candidate will have strong analytical skills to extract meaningful actionable insights from our data. They will work closely with our Data Engineering team to build out product analysis, tell stories with our data both internally and to prospective/existing partners and consider how we measure and evidence customer outcomes. ResponsibilitiesEmbedding data led discussions & decisions across Product - supporting Product discovery, client reporting & post live analysisDevelop product reporting requirements with Product Managers, ensuring data and insights considerations captured up front during product development & build Work closely with the Data Engineering team to develop & deliver strong product analysisCollaborating with other teams to understand their business needs and providing insights and recommendations based on findingsPreparing analysis and creating stories from our data, communicating the findings and recommendations clearly both internally and to our clientsSkills, Knowledge and ExpertiseExperienceStrong analytical background with experience in business partneringExperience working & delivering in agile teamsStrong communication & influencing skillsFinancial Services industry experience highly desirableExperience using QuickSight strongly preferredSkillsDemonstrate Wealth Wizards core values (Pioneering, Expert, Accessible, Reliable, Hungry)Excellent communication and interpersonal skillsExperience of turning data into insights that tells impactful storiesAbility to manipulate data via dashboards and ExcelCritical thinker with attention to detailDrive and resilience to try new ideasCollaborative approach and a go-getting attitudeDriven to learn and master new technologies and techniquesAbility to deliver under pressure and to tight deadlinesAbility to work independently and as part of a teamCharacteristics PioneeringDriven and passionateSelf-motivated and enthusiastic team playerProactive, innovative, resilient and energeticExpertConstantly seeking new learning/ self-development opportunities.Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication).AccessibleAdaptable and enjoys a challengeBuilds strong collaborative relationshipsFlexibility to work in a fast-moving business which is developing rapidlyReliableConscientious and tenacious.Total trustworthiness essentialHighly organised, methodical, meticulous and disciplinedTakes ownershipHungryUnderstands and supports key prioritiesSupports the business in communicating the data storyOur PerksFlexible workingWe prioritise a sustainable work/life balanceWe have a collaborative learning culture that promotes psychological safety25 days annual leave plus every bank holidayCompany pension (up to 10% employer contribution)Company performance based Bonus schemePaid day off to celebrate your birthdayAdditional holiday purchase (up to 5 days per year)Additional holidays for length of service (up to 3 days)Private medical insuranceDental and health cash plansEnhanced parental leave and payDiscounts on gym membership and health screeningEmployee assistance programmeLife assurance of 4x basic salary£500 pension advice per year6 paid days per year for self development£500 individual training budget per yearProfessional memberships fundedSalary sacrifice car schemeCycle, Home & Tech scheme