Insight Analyst / Consultant (Wealth Management) in England, United Kingdom

at Defaqto

Financial Services
Consulting/Business Strategy & Planning
Minimum Qualification
Bachelor's Degree
Required Experience
5 - 7 years
Employment Type
Full Time
Male or Female
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Job Description

The role primarily involves delivering consultancy for Adviser/Provider clients, taking responsibility for the data analysis required for a number of Star Ratings, writing publications, and speaking at events.


To succeed in this role, you’ll need to have significant experience within the UK financial services industry, together with a strong understanding of the wealth management market. We are particularly keen to hire someone with good knowledge of:

- Corporate platforms (and savings vehicles)

- Auto-enrolment facilities

- Group pension/life/health arrangements


You’ll also need to combine excellent data analysis and interpretation skills with strong writing and presenting skills.



In addition, you’ll need to be someone with high levels of personal presence and credibility, who can effectively establish and develop relationships at a senior level and successfully develop consultancy opportunities within both existing and new clients.

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