Insights Analyst

10.1.25

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