Financial planning analyst Work, Jobs in Leeds, Eng (with Salaries)

Data Analyst
The Progeny Group Limited —Leeds
- £43,000 a year
- Full-time
- Remote
- Microsoft Excel
- SQL
- APIs
- Employee assistance programme
- Referral programme
Quick apply
Program Control Analyst
BAE Systems Inc. —York
- £61,278 - £104,173 a year
- Full-time
- Microsoft Excel
- Oracle
- PMP
- Annual leave
- Employee assistance programme
Senior Program Control Analyst
BAE Systems Inc. —York
- £75,254 - £127,930 a year
- Full-time
- Microsoft Excel
- Oracle
- PMP
- Annual leave
- Employee assistance programme
Principal Program Control Analyst
BAE Systems Inc. —York
- £92,180 - £156,707 a year
- Full-time
- Microsoft Excel
- Oracle
- PMP
- Annual leave
- Employee assistance programme
Asset Investment Analyst - 12 Month Maternity Cover
Yorkshire Water —Bradford
- £42,395 - £52,993 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Flexible schedule
14d
Assistant Finance Business Partner
Leeds City Council —Leeds
- £39,862 - £42,839 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Windows
- Annual leave
4d
Lead Business Analyst - Water
Yorkshire Water —Bradford
- £50,622 - £63,277 a year
- Full-time
- Hybrid work
- ERP systems
- Time management
- Annual leave
- Flexible schedule
Senior QAT Analyst - £42,410-£47,916 p.a. + benefits
Medicines and Healthcare Products Regulatory Agency —Leeds
- £42,410 - £47,916 a year
- Full-time
- Azure
- Presentation skills
- Travel
- Annual leave
- Sick pay
11d
Lead Business Analyst - Data
Yorkshire Water —Bradford
- £50,622 - £63,277 a year
- Full-time
- Hybrid work
- Time management
- Annual leave
- Flexible schedule
Senior Credit Risk Analyst
Leeds Building Society —Leeds
- £44,500 - £55,000 a year
- Hybrid work
- SQL
- Analysis skills
- Financial services
Finance Business Partner Analyst
TransUnion —Leeds
- Full-time
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Annual leave
1d
Senior HRIS Analyst (EMEA/APAC Lead)
Teledyne Technologies Inc. —Shipley
- Full-time
- Microsoft Excel
- Data analysis skills
- Analysis skills
- Employee stock purchase plan
- Annual leave
Operations & Supply Chain Analyst - FULL TIME
Sports Hub Brands —Leeds
- £30,000 - £32,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
- Free parking
Quick apply
2d
Senior QAT Analyst
Medicines and Healthcare products Regulatory Agency —Leeds
- Azure
- Presentation skills
- Travel
11d
Systems Development Analyst
Ameresco —Leeds
- Full-time
- Computer Science
- SQL
- JavaScript
Finance Business Systems Analyst
Hiscox —York
- Full-time
- Oracle
- Analysis skills
- Accounting
Senior FP&A Analyst
Advanced Supply Chain Group —Bradford
- £50,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Annual leave
Sales Operations Associate
The Key Support Services —Leeds
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Organisational skills
- Flexible schedule
Quick apply
Data Analyst Apprentice
QA Apprenticeships —Sheffield
- £22,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Communication skills
Senior FP&A Analyst
Pure Pet Food Ltd —Leeds
- £50,000 - £60,000 a year
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
- Free parking
- Employee assistance programme
Quick apply
3h

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Data Analyst

The Progeny Group Limited -
Leeds

Quick apply

Job details

Permanent | Full-time
£43,000 a year

Benefits

Company pension
Employee assistance programme
Private medical insurance
Referral programme

Qualifications

Power BI
Data modelling
Microsoft Excel
SQL
APIs
Financial services
Communication skills

Full job description

The Opportunity

We are looking for a Data Analyst to join a growing, forward-thinking organisation where data sits at the heart of decision-making. This is an exciting opportunity to work within a modern, cloud-based data environment, helping to turn complex data into meaningful insight that drives business performance.

You’ll play a key role in shaping how data, automation, and AI are used across the business—working with cutting-edge tools including Power BI and Microsoft Co-pilot technologies. This is more than a reporting role; it’s an opportunity to build scalable data products, improve processes, and influence how a modern wealth management firm leverages data.

What You Will Be Doing

Analysing and transforming complex datasets into clear, actionable insight to support decision-making
Developing and maintaining dashboards and reports using Power BI
Improving data quality through cleansing, validation, and robust processes
Automating manual tasks using Power Platform tools such as Power Automate and low-code solutions
Managing and supporting data flows across systems, including API integrations
Investigating and resolving data issues to ensure accuracy and consistency
Collaborating with stakeholders across the business to understand requirements and deliver solutions
Supporting ongoing data transformation initiatives, including changes to systems and processes
Leveraging AI-assisted tools (e.g. Co-pilot) to improve efficiency and accelerate delivery
Driving continuous improvement in data practices, controls, and governance

About You

Proven experience in a data analyst or similar analytical role
Experience working with financial services or wealth management data
Strong SQL skills and experience working with large, complex datasets
Advanced Excel skills and hands-on experience with Power BI
Experience using Microsoft Power Platform to build dashboards, automations, or applications
Strong understanding of data quality, data modelling, and governance principles
Able to translate complex data into clear insight for non-technical stakeholders
Highly organised, detail-oriented, and capable of managing multiple priorities
A proactive problem-solver with a track record of improving processes and efficiency
Strong communication and stakeholder management skills
Comfortable working across both technical and business teams
Interest in AI and emerging technologies, with a willingness to adopt new tools and approaches

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

30 days holiday plus public holidays
3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Eyecare vouchers
Enhanced family leave
Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.

Quick apply

Refine Your Search

financial planning analyst jobs in leeds, eng

Data Analyst

Program Control Analyst

Senior Program Control Analyst

Principal Program Control Analyst

Asset Investment Analyst - 12 Month Maternity Cover

Assistant Finance Business Partner

Lead Business Analyst - Water

Senior QAT Analyst - £42,410-£47,916 p.a. + benefits

Lead Business Analyst - Data

Senior Credit Risk Analyst

Finance Business Partner Analyst

Senior HRIS Analyst (EMEA/APAC Lead)

Operations & Supply Chain Analyst - FULL TIME

Senior QAT Analyst

Systems Development Analyst

Finance Business Systems Analyst

Senior FP&A Analyst

Sales Operations Associate

Data Analyst Apprentice

Senior FP&A Analyst

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