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Progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR and legal counsel all in one place. Progeny is the proud winner of the Yorkshire Financial Awards 2022 Best Employer award!

Position: Data Analyst

Location: Home based (with monthly travel to Leeds)

As a Data Analyst, you will work across Progeny to enable the business to generate new insights from the data it holds. We are looking for an individual to lead data cleansing and data quality activities, be responsible for achieving quality, accuracy, and consistency across the firm’s databases, and establish processes and tools to enable ongoing efficient maintenance of data.

You will work closely with key stakeholders to address data quality issues, analysing and summarising data in an understandable way to create MI dashboards, allowing easy and concise data access.

To be successful you’ll need to bring…

• Educated to degree level.
• Experience working in research, data analysis or relevant information role.
• Advanced knowledge and experience in using Microsoft Excel and Dynamics.
• Knowledge of data modelling, data cleansing and data enrichment techniques
• SQL Database management and querying capabilities
• Excellent attention to detail and ability to research and succinctly present information compiled from various sources.
• Be self-motivated and proactive with the ability to ask questions where necessary, solve problems and actively own issues through to the conclusion.
• Excellent time management and organisational skills with the ability to work to agreed deadlines.
• Experience in data management within Curo and/or Salesforce
• Experience with PowerBI, Qlik or other business intelligence packages

Hiring process…

• Application form and CV submission
• Telephone screening (30 minutes)
• Online skills assessment (15 minutes)
• Interview (1 hour)
• Technical assessment
• Offer

Here’s what it means for you…

• 30 days holiday plus public holidays
• Wellbeing day
• Birthday holiday
• Volunteering day
• 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
• Family leave
• Hybrid working
• Referral scheme

Who are Progeny?

Progeny is a unique framework of coordinated advice and insight across independent financial planning, investment management, tax services, HR services, real estate, and legal counsel.

We are a forward-thinking and tech-driven business, using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser. We create, enhance, and preserve wealth.

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. This is an exciting time for Progeny as we continue to grow.

Interested in joining us? Please click “apply”, fill out our brief application form and attach your CV.

We are an equal opportunities employer, committed to providing equal opportunities for all and will treat all job applicants fairly at each stage of the recruitment and selection process.

We strive to attract diverse talent and create a work environment where all individuals are treated fairly and have equal access to opportunities and resources. We know that having varied perspectives helps generate better ideas and therefore have adopted skills-based hiring practices.