Locations considered for this position are Glasgow, Liverpool and Bracknell. 

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.


What will you be doing?

The purpose of this role is to provide insightful analysis and data on client (customer) activity across Evelyn Partners. This is an exciting opportunity to help develop the understanding of the client and take the business to the next level. We are at the start of a transformation journey and the role would suit ambitious individuals keen to show an organisation how to realise value from data.

As Client Insights Data Analyst, some of your responsibilities will include:

  • Develop understanding of new and prospective clients, particularly around acquisition, retention and churn
  • Build and manage a roadmap of analytics and insights projects collaborating with the rest of the Insights team and other stakeholders to do so
  • Build statistical models to be able to perform descriptive, inferential, and predictive analytics
  • Build understanding of key drivers of performance trends based on a hypothesis-driven approach, backed-up by robust statistical analysis
  • Be able to segment clients and understand how behaviour differs across segments
  • Work with other data teams to create a single source of truth
  • Source, cleanse and structure data where needed for analytical projects
  • Understand where data resides, who owns it and how it is used throughout the platform and identify opportunities for improvement.
  • Define and evangelise product and customer metrics
  • Work closely with different teams across the business to improve data literacy and empower teams with the right tools, reports and guidance to leverage insight to make better informed decisions
  • Build visualizations to present insights

To be successful in this role, you should:

  • Deep demonstrable knowledge of SQL
  • Knowledge and use of Python  and PowerBI desirable
  • Experience with Azure datalke and databricks (or similar) highly desirable
  • Degree in Mathematics, Statistics, Business, Analytics, or relevant field;
  • Proven experience as Data Analyst
  • Data-warehousing principles and best practices
  • Knowledge of Statistical analysis techniques an advantage

As a colleague here at Evelyn Partners, you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.