Business Intelligence Analyst

Reading (Flexible / remote)

*We are continuing recruitment and have implemented new virtual processes for attraction, selection and onboarding of talent*

Job description


Role purpose


Provision of accurate, accessible and impactful business intelligence which supports:

  • Adoption metrics for Product and proposition development teams
  • Adoption reporting and insights internally for Client Success team and externally for advice firms
  • Reporting and insights in support of our asset manager / product provider partner relationships


Key responsibilities

  • Develop a deep understanding of the data available
  • Provide support to Product Owners when shaping the data requirement for new product features being added
  • Run regular reports in a timely manner and provide real-time access to business intelligence
  • Shape the BI stack used at Dynamic Planner
  • Forecast usage to provide expectations about future demand
  • Support the full BI lifecycle from initial design, build and run phases
  • Build models and analysis to help us understand our users and how they use our service
  • Ongoing exploratory data analysis to identify new and interesting information
Key deliverables
  • Production of regular analysis reports
  • Facilitate Product Owner data discovery tasks
  • Provision of ad-hoc reports to support key business activities
Key stakeholders  
  • Product Team
  • Client Success Team
  • Investment Services Team
  • Sales / Marketing Team
  • Commercial / Finance
  • Competent with SQL (MS SQL Server)
  • Competent with Power BI
  • Competent with Python
  • Salesforce experience a positive
  • Strong data visualization skills
  • Inquisitive approach to data exploration
  • Azure DevOps / AppInsights
  • Understanding of key web technologies
Education / qualifications
  • Bachelor’s degree in Computer Science, Statistics, Business Studies, or related field

About us

Dynamic Planner’s core purpose is helping financial advice firms to match people with suitable portfolios through engaging financial planning. We do this so that people can fund the things that are important to them in life.

We have exciting 2025 vision and strategy that sees us building our business with great talent as part of a winning organisation. Our team say we are a brilliant place to work with a clear purpose for our people and our clients. We continue to invest in our people and technology – it really is a great time to join us.

Apply with your CV and a short cover letter explaining why you are our ideal candidate to

We really appreciate every interest in our company, but we are able only to reach out to the candidates who match our needs the most. You can always keep in touch with us on LinkedIn, Twitter, and via our website.

Working at Dynamic Planner