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 Role

The 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.

Responsibilities

• Embedding data led discussions & decisions across Product – supporting Product discovery, client reporting & post live analysis
• Develop 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 analysis
• Collaborating with other teams to understand their business needs and providing insights and recommendations based on findings
• Preparing analysis and creating stories from our data, communicating the findings and recommendations clearly both internally and to our clients

Skills, Knowledge and Expertise

Experience

• Strong analytical background with experience in business partnering
• Experience working & delivering in agile teams
• Strong communication & influencing skills
• Financial Services industry experience highly desirable
• Experience using QuickSight strongly preferred

Skills

• Demonstrate Wealth Wizards core values (Pioneering, Expert, Accessible, Reliable, Hungry)
• Excellent communication and interpersonal skills
• Experience of turning data into insights that tells impactful stories
• Ability to manipulate data via dashboards and Excel
• Critical thinker with attention to detail
• Drive and resilience to try new ideas
• Collaborative approach and a go-getting attitude
• Driven to learn and master new technologies and techniques
• Ability to deliver under pressure and to tight deadlines
• Ability to work independently and as part of a team

Characteristics

•  Pioneering
  • Driven and passionate
  • Self-motivated and enthusiastic team player
  • Proactive, innovative, resilient and energetic
• Expert
  • Constantly seeking new learning/ self-development opportunities.
  • Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication).
• Accessible
  • Adaptable and enjoys a challenge
  • Builds strong collaborative relationships
  • Flexibility to work in a fast-moving business which is developing rapidly
• Reliable
  • Conscientious and tenacious.
  • Total trustworthiness essential
  • Highly organised, methodical, meticulous and disciplined
  • Takes ownership
• Hungry
  • Understands and supports key priorities
  • Supports the business in communicating the data story

Our Perks

• Flexible working
• We prioritise a sustainable work/life balance
• We have a collaborative learning culture that promotes psychological safety
• 25 days annual leave plus every bank holiday
• Company pension (up to 10% employer contribution)
• Company performance based Bonus scheme
• Paid day off to celebrate your birthday
• Additional holiday purchase (up to 5 days per year)
• Additional holidays for length of service (up to 3 days)
• Private medical insurance
• Dental and health cash plans
• Enhanced parental leave and pay
• Discounts on gym membership and health screening
• Employee assistance programme
• Life assurance of 4x basic salary
• £500 pension advice per year
• 6 paid days per year for self development
• £500 individual training budget per year
• Professional memberships funded
• Salary sacrifice car scheme
• Cycle, Home & Tech scheme