Data Analyst

The Opportunity

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.

This role will be based in our Edinburgh or Leeds office on a hybrid working basis, 3 days in the office with flexibility to work from home 2 days per week.

What You Will Be Doing

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 data practices, controls, and governance

About You

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

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

30 days holiday plus public holidays

3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.

Private medical insurance, 24/7 digital GP and health advice

Employee assistance programme providing support for your mental and physical health

Group pension scheme

Life assurance scheme

Eyecare vouchers

Enhanced family leave

Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.