We are collaborating with Nucleus Financial  to recruit an Operational Reporting and MI Analyst to join their team. This position is available in several locations, including Edinburgh, Glasgow, Ipswich, and Salisbury.

About the role:

We are looking for an analytically minded individual to join the team within Operations to help with the development of operational reporting and Management Information (MI) for both internal and external audiences. At Nucleus, they have an ambition to be the UK’s best-loved adviser platform business, and accurate, timely use of data plays a key role in this. You’ll work closely with the customer-facing Operations teams, as well as the Business Intelligence and Data Governance teams within IT, to ensure MI and reporting is optimised for the benefit of the business, its adviser partner firms and customers. Enabling proactive service provision is a fundamental component of the company’s future success, and you will play a key role in the successful delivery of this.

What’s in it for you:

Join the team at Nucleus Financial and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall well-being:

• Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
• Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
• Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.

Responsibilities:

• Working with the Business Intelligence and Data Governance teams within IT you will extract data from a variety of sources, including the company’s platform technology and back office outsource partner, and use it to create relevant MI and reporting for internal and external audiences.
• Create ongoing tracking information for key account firms, providing information on a number of critical processes.
• Investigate opportunities to automate generation of reporting and MI, working with Business Intelligence and Data Governance teams where necessary to implement such solutions.
• Develop a shared sales and operations dashboard to accurately reflect current service across a number of key account firms.
• Create operational dashboards including internal governance committees (Operational, Executive, Board level).
• From time to time, as required, create operational reports and MI on specific focus areas (e.g. specific transfers out reporting).
• Take responsibility in everything you do to deliver good outcomes for customers.
• Positively demonstrate the Nucleus Smart, Heart and Courage values and behaviours.
• Ensure compliance with Code of Conduct at all times.

About you:

• Strong analytical skills, with a high attention to detail, and an ability to distil complex data and trends into relevant, actionable points.
• In-depth knowledge of MS Excel, including its data manipulation capabilities.
• Problem-solving skills, including the ability to validate solutions and verify data accuracy.
• Ability to analyse historical and current data outputs to discern trends and identify their material relevance.
• Strong communication and presentation skills, including the ability to tailor communications to different audiences.
• Excellent collaboration skills to work with cross-functional teams and stakeholder.

If you are interested in this Operational Reporting and MI Analyst role, click ‘apply now’ and a member of the team will be in touch!

A little about Nucleus

Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Whether you are working in a role that is client-facing or not, you’ll need to be service-obsessed to work here.  

It’s a fast-paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our clients. We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus’ culture is something our people believe sets us apart from other places they’ve worked. We think big, know our stuff, and move at pace, but always empowering others along the way and breaking new ground to find better ways of doing things. We know that sometimes the right choice is not the easy one, so empowering each other and celebrating others' successes, as well as our own, is part of what makes us Nucleus #WeAreNucleus

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable.