Insight Support Analyst

School leaver opportunity!

• Do you have a Maths or STEM A-Level?
• Are you IT literate with practical experience of MS Word, Excel, Teams, Outlook and PowerPoint?
• Are you looking for your first step into a financial services career?
  
  

If you've answered YES to these questions, then please read on and apply!

At Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products.

So, why join Defaqto?

• Impactful Work: Every year, we support over 50 million financial decisions with a combined value exceeding £80 billion. Your contributions will directly influence and shape the financial landscape.
• Exciting Growth Opportunities: Our recent acquisition by Fintel PLC and ambitious growth plans mean Defaqto is set to double in size over the next 3-4 years, meaning more opportunity for you to grow and develop.
• Collaborative Culture: Collaboration is not just encouraged, but celebrated. We believe in a supportive environment where ideas are valued, and skills are recognised.
• A healthy work / life balance - working from the office a minimum of three times per week when your team mates are also in the office.
• An excellent benefits package - full range of core and flexible benefits to choose from
  
  

Role Purpose

This role plays an integral part of Defaqto 's success through supporting the Insight Operations Team in the timely and accurate delivery of quarterly fund and portfolio risk rating assessments and investment reviews.

You'll find yourself getting involved with document management, inputting of fund information to ensure that our database of financial products, propositions, funds and portfolios is up to date and accurate and supporting in wider team projects.

** Full training and support will be provided **

What you'll do

• Ensure that quarterly risk ratings for funds and managed portfolios are produced in a timely manner and following the agreed process.
• Escalate concerns or issues to more senior team members.
• Manage the templates and data extraction for investment reviews.
• Request additional information from external customers when required by email.
• Upload review documents to the relevant platform and work closely with our marketing team to ensure accuracy of content and design.
• Manage regular data updates, highlighting inconsistencies and inaccuracies.
• Over time understand and interpret fund information, identify differences between past and current data and update the database with new information.
• Support the team with building and managing effective relationships with a network of industry contacts.
• Conduct data audits and provide constructive feedback.
  
  

What we're looking for:

• Educated to A-Level standard with at least one mathematical or STEM subject.
• Strong IT skills and the ability to pick up new systems quickly.
• Good written and verbal communication skills, including the ability to articulate complex concepts in an easy-to-understand manner.
• Organised and methodical.
• Self-motivated, independent and proactive.
• Happy working with spreadsheets and data with strong attention to detail.
• Keen to develop an understanding of the UK retail financial services market and specifically, wealth management products (i.e. different types of investment funds).
  
  

In summary - you'll be numerate, great with detail, a strong communicator and super keen to develop a career within financial services!

Please note

This is not a data analyst, business analyst or financial analyst role so please do not apply if you are looking for this career path.

Location

This is a hybrid role so you'll be working in our Haddenham office three times each week (normally Monday, Tuesday and one other day). We have free onsite parking and are close to the Haddenham and Thame railway station, which is on the Oxford to London line.

Right to work

You must already hold the right to work in the UK as we are currently unable to provide Skilled Worker Sponsorship.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.