Skills

Leadership Microsoft Excel SQL Problem-solving Decision-making Attention to detail power bi Analytics

Job Specifications

Performance and Insights Analyst

Location: Leicester [hybrid working]

Salary: Competitive + benefits

Do you love transforming data into actionable insight? We’re seeking a Performance and Insights Analyst to help shape how we measure, report, and improve adviser performance across the Mattioli Woods Group.

Working as part of our Consultant Operations team, you’ll play a key role in building robust reporting frameworks, delivering accurate analysis, and providing senior leadership with the insight needed to make informed strategic decisions.

This is a great opportunity for someone who thrives on collaboration, enjoys problem-solving, and wants to make a visible impact in a data-driven, growing business.

What you’ll do

deliver accurate and timely performance reporting across key financial and operational metrics
analyse data trends, highlight variances, and provide clear commentary to support decision-making
build and maintain Power BI dashboards and Excel reporting tools that improve efficiency and consistency
partner with Finance and Business Analysis teams to harmonise data and deliver accurate, unified reporting
collaborate with Wealth Management Directors, Consultants, and operational teams to validate data and provide insight that drives business performance
support integration projects by introducing standardised reporting processes and helping new businesses adopt consistent approaches
identify opportunities to streamline reporting, automate manual processes, and enhance overall data accuracy

Who you are

experienced analyst with two-three years in a finance, business analysis, or data-focused role
strong technical skills in Microsoft Excel (modelling, reporting) and proven experience building Power BI dashboards from scratch
analytical thinker with strong attention to detail and the ability to turn data into actionable insight
confident communicator who can explain financial and operational data to non-technical audiences
collaborative team player who enjoys improving processes and solving problems.
knowledge of SQL and experience within financial services would be advantageous

What’s in it for you

competitive salary and flexible benefits package, including:
Group pension
Life assurance
Income protection
Health cash plan
opportunities for career progression and professional development
hybrid working, with flexibility to attend the office when required
participation in charity and social activities
the chance to shape meaningful reporting and insight across a leading financial services Group

About Mattioli Woods

With decades of experience, Mattioli Woods works with clients to achieve financial security through tailored, relationship-led solutions. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.

Ready to make an impact through insight and analytics?

Apply today or contact us for a confidential conversation.

About the Company

At Mattioli Woods, we're more than just a leading UK provider of wealth management and employee benefits -- we're here to help you achieve your financial ambitions. We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first. Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how import... Know more