Commercial MI Analyst – Bristol

recruitukltd £30k - £35k

My client, a leading Wealth management practice in the UK who offer holistic advice to private and corporate clients within Investment Planning, Retirement Planning, Family Protection, Mortgage Planning and Employee Benefits. They have an exciting opportunity for Self-starting and pro-active mind-set individual to join their growing and well-regarded business in the centre of Bristol.


Within the last 18 months the business has been very busy bringing various entities together across the UK. This continued integration has led to the creation of this vacancy where the role means you are accountable for the collation, manipulation and creation of accurate and effective management information.


The purpose of your role will be to establish a golden data source, implementing common reporting definitions to enable single version of the truth reporting capability. Building strong relationships across the business will be critical in understanding all stakeholders M.I requirements across many functions within Sanlam.


This role is a perfect blank canvass for a bright, creative candidate to shape and deliver a suit of M.I reports for use across the group with a focus on New Business Volumes and Funds Under Management. This is an exciting role with scope to grow.


Successful candidates are likely to demonstrate the following:

  • Self-starting / pro-active mind-set with the desire to learn and continuously improve
  • Confidence in engaging the business, asking questions and getting answers
  • Commercially focused with current M.I production skills
  • Advanced Excel skills and a good head for numbers
  • VBA skills – highly desirable
  • Finance / Financial Services experience – highly desirable


If you are interested in applying for this role, please contact Louise Bibb at Recruit UK on 01179-170416, quote reference 11655

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