Insight Support Analyst (Wealth & Protection)

Location: Haddenham
Salary: £27-35k, plus generous benefits

Defaqto’s Insight & Consulting team delivers real value to providers and advisers across Banking, General Insurance, Life & Protection, Wealth Management and Funds. We take our unique insight and experience and bring clarity and understanding to help providers make strategic decisions about products and their distribution; and advisers provide compliant advice whilst maximising the time spent with their clients.

We’re currently seeking a skilled and knowledgeable individual to join our Wealth & Protection team as an Insight Support Analyst. Your main focus will be on pension and investment products, but it would be helpful if you could also support on life and protection products. You will work within a team of specialists to manage the structure of our data tables, develop methodologies for our Star Ratings, conduct data analysis for panel research and write content for articles, publications and our website.

To be considered for this role, you’ll need to have significant experience within the UK financial services industry, together with a strong understanding of the wealth management market and detailed technical knowledge of pension and investment products. Excellent data analysis and interpretation skills are also essential, together with a high level of IT literacy and at least intermediate (preferably advanced) knowledge of Excel.

To succeed and grow in the role, you’ll also need to have (or develop on the job) excellent writing, presentation and influencing skills, plus the ability to build strong relationships and credibility with senior level client contacts.

The salary range for this role is £27- 35k, dependent upon your levels of skills, knowledge and relevant experience. You’ll also participate in our generous benefits package.

At Defaqto, we have a commitment to employee wellbeing that includes a flexible working environment, 5 weeks’ holiday (plus the option to buy more), a generous pension scheme, a comprehensive insurance package (including Life, Critical Illness, Private Medical and Dental insurances), plus contributions towards gym/sports club membership, fitness classes on site, an annual Wellbeing Week and free tea/coffee/squash in our kitchens.

This role is based at our offices in Haddenham, near Aylesbury in Buckinghamshire. We are within easy commuting distance of Thame, Aylesbury, High Wycombe, Tring, Bicester, Abingdon, Oxford etc.

Apply here

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