Trainee Data Analyst

Perspective Financial Group Ltd; Newcastle upon Tyne; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services firm in Newcastle is seeking a Trainee Data Analyst to support the Group Data Analysis Manager with day-to-day reporting and data cleansing. Candidates should demonstrate excellent planning and organisational abilities, knowledge of Excel, and experience with Intelliflo Office is a plus. The role includes opportunities for flexible work and benefits such as a holiday purchase scheme and birthday leave.

Benefits

25 days holiday plus Bank Holidays

Holiday Purchase Scheme

Birthday Day Off

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Qualifications

• Excellent planning, organisational and multi-tasking abilities are essential.
• Ability to produce concise business correspondence with high accuracy.
• Experience working with Intelliflo Office is advantageous.
• Flexibility and adaptability to cope with change.

Responsibilities

• Assisting in monthly reporting to the local offices.
• Supporting with the day-to-day reporting needs.
• Assisting with Data Migration to Intelliflo back-office system.
• Data cleansing work.
• Providing back-office support.

Skills

Planning and organisational abilities

Business correspondence skills

Analytical and problem-solving skills

Knowledge of Excel

Team player

Tools

Intelliflo Office

Job description

Job Description

You must be based in Newcastle Upon Tyne to be considered for this role.

We have a fantastic vacancy for a Trainee Data Analyst to join our friendly and enthusiastic team in Newcastle. The successful candidate will provide support and assistance to the Group Data Analysis Manager in producing the Group’s day-to-day reporting needs, while ensuring the data held is accurate and up to date.

Location: Newcastle

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive depending on experience and qualifications. Available upon request.

Job Requirements

• Excellent planning, organisational and multi-tasking abilities are essential.
• Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
• Experience working with Intelliflo Office is advantageous.
• Experience working in Financial Services (desirable).
• Analytical and problem‑solving skills.
• Flexibility and adaptability to cope with change.
• Excellent knowledge of Excel and its use to produce reports.
• Experience of working as part of a team.
• Prioritising workloads and coordinating several simultaneous projects and communication streams.
• A team player with a positive attitude who can build and maintain good working relationships.

Job Responsibilities

• Assisting in monthly reporting to the local offices.
• Supporting with the day-to-day reporting needs.
• Assisting with Data Migration to our Intelliflo back‑office system.
• Data cleansing work.
• Back‑office support.
• Administrative support to the Group Data Analysis manager.
• Data entry work as required.

Due to the nature of business, the role may also include additional responsibilities considered reasonable.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E‑Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Birthday Day Off

Electric Car Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY