Data Analyst, Progeny
£43k
3-5 days a week in office
Financial planning, legal & asset management
Open for applications
Financial planning, legal & asset management
501-1000 employees
Open for applications
£43k
3-5 days a week in office
501-1000 employees
Company mission
To be the most trusted professional advisory firm in the UK and beyond.
Role
Who you are
- 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
What the job involves
- We are looking for a Data Analyst to join a growing, forward-thinking organisation where data sits at the heart of decision-making.
- This is an exciting opportunity to work within a modern, cloud-based data environment, helping to turn complex data into meaningful insight that drives business performance
- 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
- 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
Application process
- We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible
Our take
Digitisation has transformed how we work, bringing significant benefits to businesses across various sectors. However, in the financial world, the digital shift is still catching up. While progress is being made, there's still a long road ahead before the industry full embraces digital transformation.
Progeny, a global professional services firm, is bridging this gap by combining independent financial planning, asset management,m tax, HR, and private and corporate level services. With over 40 years of industry experience, Progeny has witnessed the changes firsthand and has successfully adapted to keep pace with the evolving landscape.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Wellbeing day: As part of Progeny’s ongoing commitment to wellbeing, all team members are given a paid day off to focus on themselves
- Employee Assistance Programme: A programme via Health Assured providing counselling, legal support, bereavement support and more
- Private Healthcare Scheme: Provided by BUPA, this includes a digital GP, a 24-hour helpline and counselling support
- Group Pension Scheme: We operate a personal pension plan and will match team members contributions up to 5% with the option for team members to pay in more if they choose
- Volunteering day: Team members are entitled to a paid volunteering day each year to spend supporting your community
Company HQ
Leeds City Centre, Leeds, UK
Leadership
Tom Wood
(Group CEO)Previously the Chief Restructuring & Financial Officer at The Co-operative Bank, CFO & CEO at Shawbrook Bank, Group CFO at Skipton Building Society, and Finance Director at NBNK Investments.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 7 more jobs at Progeny