A Data Engineer/scientist to develop and maintain the current data flow and data warehouse.
Main Responsibilities:
Maintain and develop integrations with Xplan, including client-to-adviser mapping to support accurate revenue and commission reporting.
Support the transition of member firms from individual adviser codes to corporate codes by ensuring proper client mapping and data consistency within Xplan.
Implement and manage ETL (Extract, Transform, Load) processes.
Design and develop enterprise data models and data warehouses for clients.
Maintain and develop reports in Power BI and Board Pack PDF.
Lead data analytics projects, focusing on visualisation and predictive modelling.
Understand business data needs and guide appropriate technological resources.
Collaborate with cross-functional teams and stakeholders to identify data requirements, particularly during client transitions (e.g., Fortnum Advice and Captegra migration), and design effective solutions.
Aggregate and analyze data to generate actionable insights.
Develop and maintain reports, dashboards, and other tools for business users.
Develop and implement data management policies, procedures, and standards.
A graduate in Computer Science, Engineering, or a related field.
Minimum of 2 years of experience in a similar or related role.
Strong proficiency in SQL, data modelling, and ideally Power BI and Power Query.
Experience working with financial systems or CRM platforms (e.g., Xplan) and an understanding of revenue/commission data structures is highly desirable.
Familiarity with ETL processes and associated tools.
Working knowledge of Data Lake and Python is a plus but not required.
Ability to create clear and concise process documentation.
Excellent problem-solving and analytical abilities.
