About the Role

Key Responsibilities and Scope of role:

• Produce all dashboards and MI in a timely manner; to include KPI / KRI, action trackers, risk events MI, key people MI, reconciliation updates
• Evaluate the accuracy of the data and suggest process improvements / reviews, where required.
• Support the development of the Adviser Operations Dashboards by identifying where current metrics can be developed further and / or new metrics introduced.
• Collaborate with management team to drive improvements in internal software via requirement gathering, documentation and liaison with IT/service provider
• Analyse the performance of the team using the dashboard and other data sources, identifying existing or emerging risks, performance trends and opportunities.
• Owns all data and MI to ensure it is accurate, relevant, up to date and documented.
• Leads capacity planning across Adviser Operations to build flexibility into the resource model.
• Collate and analyse data from multiple sources, identifying trends and present recommendations to improve processes and adviser outcomes
• Delivers creative solutions to business problems to meet organisational needs
• Acts as a data workstream owner for projects and supports business readiness activities.
• Supports the business with data related queries, supporting incidents, audits or critical business decisions.
• Applies in-depth skills and broad knowledge of the business to address non standard complex problems and situations relating to QFP data
• Can identify opportunity and create reports/control using Power BI. Providing effective management Information.

Key Behavioural Skills:

Pioneering:

• Innovate, take bold steps forward
• Stand up for what’s right
• Question convention and stay curious

Dependable:  

• Use expertise to deliver on promises
• Persevere to get the right outcome
• Act with focus and care

Stronger together:

• Collaborate, learn from experience, and adapt
• Share openly and transparently
• Listen, to include new perspectives
• Acts as a key contributor in a complex and critical environment -demonstrating innovative ideas and taking decisive action
• Uses open and clear communication skills to build relationships, facilitate negotiation and influence key internal contacts
• Response positively to change
• Professional approach to delivery and engagement
• Demonstrates leadership qualities to support the development of others

.

About You

Qualifications required:

• Essential Educated to degree level or relevant experience
• Desirable Prince 2 Foundation and Practitioner OR Agile
• Desirable BCS Diploma in Business Analysis
• Desirable BCS System Testing

Knowledge, Skills & Experience:

• Working knowledge of financial products, industry practice and FSA legislation.
• Good knowledge of MS Office applications with particular strength in excel.
• Knowledge of Power BI
• Strong understanding of project and software delivery cycles.
• Great knowledge of the LEAN principles and methodology.
• Excellent analytical & numeracy skills.
• Knowledge of SQL

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company’s performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits

No matter what job you do you should feel valued and appreciated. That’s why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.