About this role
Salary: £34,000 - 38,000 per year
Requirements
- Practical experience using Salesforce to navigate records, update fields, or run basic reports
- Experience preparing and adjusting reports for financial data and lifecycles
- Experience working with process improvement
- Natural interest in AI and a desire to develop
- Financial services experience is advantageous but not essential
- Comfort with technology and a logical approach to troubleshooting
- Ability to explain simple technical solutions to non-technical staff
- Comfort manipulating basic spreadsheets and identifying irregularities
- Ability to work with internal and external stakeholders, including financial planners, and confidence managing service tickets with an external IT partner
- Full UK driving licence and own vehicle, as the role is in a remote location
Responsibilities
- Generate and distribute weekly, monthly, and quarterly compliance, portfolio, and business performance reports using Salesforce
- Work with financial advisers to provide regular data and make adjustments when needed
- Routinely audit client data fields in Salesforce to ensure accuracy
- Assist with basic Salesforce user management
- Report to senior leadership
- Complete general coordination and analytical duties
- Act as the first point of contact for internal staff with basic IT queries or hardware issues
- Liaise with an external IT firm on hardware, network, or server queries and requests
- Track internal IT equipment, including laptops, screens, and headsets, and coordinate repairs or new-starter kits with third-party firms
Technologies
- AI
- Hardware
- Support
- Network
- Salesforce
- Backbone
More
We are proud to work with one of the South Wests leading financial service providers, established in the early 2000s and committed to delivering an excellent, award-winning service. We are recruiting an IT & MI Analyst to support daily data and internal support functions, combining business reporting through Salesforce with first-line internal technology support and liaison with an external IT partner. The benefits package includes a performance-based annual bonus of up to 20%, investment in relevant courses, exams, and training materials, 25 days annual leave plus bank holidays and additional leave options, annual salary reviews, a referral bonus, early finishes on Fridays, seasonal shutdowns and events, time off on your birthday, free on-site parking, and daily fresh fruit, cereals, and porridge.
last updated 43 week of 2026