Client Liaison Reporting Analyst

St. James’s Place

  • Cirencester, Gloucestershire
  • Permanent
  • Full-time
  • 14 hours ago
Are you ready to chart your own career path? At SJP we need talented individuals like yourself to support our evolving culture. If you're seeking an employer that is passionate about excellence, innovation and autonomy, SJP could be the place for you.At a glance:Location: Cirencester OfficeWorkplace Type: HybridEmployment Type: PermanentSeniority: AssociateThe main purpose of the role is to provide regular management information to support in the overall management of Client Liaison, produce data for regulatory reporting purposes and to provide ad hoc information to external departments when requested. In addition, to review and analyse Client Liaison data to assist with the Root Cause Analysis function and ad hoc Client Liaison projects as required. The role holder will also develop, build and implement robotics processing into Client Liaison, working alongside an external project team if needed.What you'll be doing:
  • Deliver regularly scheduled MI for Client Liaison management within agreed SLA
  • Respond to ad-hoc requests for MI from Client Liaison management and external departments.
  • Support the production of fortnightly and six-monthly regulatory reporting to FCA.
  • Produce and maintain various departmental spreadsheets and dashboards.
  • Review and analyse various Client Liaison data (e.g. FOS decisions) to assist in report writing and to support the Root Cause Analysis half yearly reporting
  • Maintain appropriate procedure documents for relevant MI tasks and assist in completing an annual review to ensure these remain fit for purpose.
  • Maintain existing robotic automation processes within Client's Liaison while seeking further opportunities to utilise automation in reporting and case processing.
  • Assist in maintaining the Client Liaison complaint system (Respond)
Who we're looking for:We are seeking a diligent analyst with strong MI reporting and data analysis skills, particularly in Excel and Power BI, to support Client Liaison through regular reporting, regulatory submissions, and ad hoc data requests. The ideal candidate will be adept at interpreting sophisticated dashboards, maintaining data integrity, and identifying automation opportunities to improve reporting and complaint handling processes. Experience in financial services and knowledge of regulated complaint handling or financial products such as pensions and investments is desirable but not essential.Essential
  • Strong analytical skills and understanding of data integrity.
  • Excellent knowledge of MI Tools such as Microsoft Excel and Power BI with a good understanding of Data Analysis Expressions (DAX) and experience in designing and building dashboards and integrating MI into presentations.
  • Ability to navigate and interpret existing PowerBI dashboards that contain multiple data tables and relationships
  • A working understanding of other MI and presentation tools, such as Microsoft PowerPoint.
Desirable
  • Good understanding of regulated complaint handling within financial services.
  • Understanding of life, pension, investment and mortgage products.
What's in it for you?We reward you for the work you do, whether that's through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:
  • Competitive parental leave (26 weeks full pay)
  • Private medical insurance (optional taxable benefit)
  • 10% non-contributory pension (increasing with length of service)
Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.What's next?If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking 'apply' below and our team will be in touch.
As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

St. James’s Place