Intermediary Wealth Performance & Insight Manager (Fintech)

TL;DR

Intermediary Wealth Performance & Insight Manager (Fintech): Delivering key strategic insights on the Scottish Widows Platform proposition and providing actionable information to the Intermediary Wealth Distribution teams with an accent on data-led decision-making and strategic insights. Focus on analysing data in Power BI, Python, and Excel to understand the sales pipeline and identify risks or opportunities.

Location: Hybrid, which involves spending at least two days per week, or 40% of your time, at our Edinburgh hub.

Salary: £72,700 to £88,800 per year

Company

hirify.global is transforming its group and the way it shapes finance for good, investing in technologies, workplaces, and colleagues to make the group a great place for everyone.

What you will do

• Quickly and accurately deliver weekly reporting that provides the senior leadership team with visibility on the performance of the business.
• Prepare specific pieces of insight that drive strategic decision making.
• Use extracted Intermediary Wealth data from our Microsoft Dynamics (MSD) customer-relationship-management system and analyse this within Microsoft Power BI, Python and Excel.
• Provide insight on the pipeline for new Intermediary Wealth sales, including identifying friction in the process and reasons for success or loss.
• Analyse how we're performing with growing our business from our already supporting advisers, including which products they are most interested in.
• Build insight on any parts of our existing book that are at risk of moving to another adviser or wealth provider and providing practical information on the reasons for these risks.

Requirements

• Expertise in Power BI (including DAX), Excel, and creating insight‑driven visual analytics.
• Proven capability in using Python to clean, model and analyse complex datasets.
• Strong understanding of products, competitors, intermediary types and relevant regulation in the Pensions & Investments industry.
• Experience producing high‑quality presentations and conveying complex insights to senior leadership.
• Ability to interpret data trends, identify business risks/opportunities, and articulate commercial impact.

Culture & Benefits

• Inclusive environment that reflects modern society and celebrates diversity in all its forms.
• Focus on ensuring people feel they belong and can be their best, regardless of background, identity, or culture.
• Dedicated Working with Cancer initiative.