INDUSTRY
OVERVIEW
Data and analytics roles play a pivotal and indispensable role in the Banking, Financial Services, and Insurance industry, delivering invaluable insights that inform strategic decision-making, foster innovation, and enable businesses to maintain a competitive edge. According to our BFSI data recruitment experts, the long-term significance of data and analytics jobs in the BFSI sector is evident in their ability. Driving strategic initiatives, managing risks effectively, and enhancing customer experiences.
In the UK, US, and EU, data and analytics jobs in the BFSI sector are subject to unique nuances and differences. That's where our BFSI data recruitment experts come in. According to them, the UK's financial services sector places a strong emphasis on regulatory compliance, risk management, and data privacy due to the influential role of regulatory bodies such as the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA). Data and analytics professionals in the UK BFSI sector may be involved in managing complex regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.
In the US, data and analytics jobs in the BFSI sector are influenced by various factors such as the size and diversity of the financial market, the regulatory landscape governed by organizations such as the Securities and Exchange Commission (SEC) and the Federal Reserve, and the focus on consumer protection. Data scientists and analysts in the US BFSI sector may work on areas such as risk modeling, fraud detection, and customer segmentation.
In the EU, data and analytics jobs in the BFSI sector are shaped by regulatory frameworks like the General Data Protection Regulation (GDPR) and the European Central Bank's (ECB) guidelines on risk management. The focal points are data privacy, risk assessment, and regulatory compliance. Data and analytics professionals in the EU BFSI sector may be involved in areas such as stress testing, credit risk assessment, and compliance reporting.
Across all regions, the significance of data and analytics jobs in the BFSI sector lies in their ability to drive data-driven decision-making, enhance risk management practices, optimize customer experiences, and foster innovation through advanced analytics techniques such as machine learning and artificial intelligence. Companies that invest in highly skilled data and analytics professionals are likely to gain a competitive advantage in the ever-evolving BFSI landscape. To take your first steps toward finding the perfect candidate, contact us today. Our BFSI data recruitment experts will be happy to speak with you!
CANDIDATE PROFILE
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- Technical skills: BFSI employers often seek candidates with proficiency in data analysis tools and programming languages such as Python, R, SQL, and data visualization tools like Tableau or Power BI. Familiarity with statistical techniques, data modeling, and machine learning algorithms is also highly valued.
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- Domain knowledge: Employers in the BFSI sector typically look for candidates who have a deep understanding of the industry, including financial products, services, regulations, and market trends. Knowledge of specific areas such as risk management, fraud detection, or compliance is often sought after.
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- Analytical mindset: Employers value candidates who have strong analytical skills, including the ability to analyze complex data sets, identify patterns, and derive meaningful insights. Problem-solving skills and attention to detail are also highly regarded.
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- Business acumen: BFSI employers often seek candidates who can translate data insights into actionable business recommendations. Understanding how data and analytics can drive business outcomes, improve customer experiences, and generate value is crucial.
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- Communication skills: Effective communication skills, both verbal and written, are highly valued in BFSI data and analytics roles. Candidates who can communicate complex data findings and insights in a clear and concise manner to non-technical stakeholders are often preferred.
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- Adaptability and continuous learning: Given the rapidly evolving landscape of data and analytics, BFSI employers look for candidates who are adaptable to change and willing to continuously learn and upgrade their skills. Keeping up with the latest trends, technologies, and industry developments is seen as a valuable trait.
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- Ethics and integrity: Data privacy and security are critical in the BFSI sector. Employers seek candidates who demonstrate high ethical standards, integrity, and compliance with regulatory requirements when handling sensitive data. To discover more about will make the perfect candidate for your business, contact us now. Our BFSI data recruitment experts would love to hear from you.
DATA SCIENCE OVERVIEW
Data science plays a critical role in the banking, financial services, and insurance sector by helping organizations make data-driven decisions, manage risks, and improve customer experience. With the vast amount of data generated by BFSI organizations, data science has become an essential tool to analyze and interpret this data to gain insights and drive growth.
In the BFSI sector, data science is used for a variety of purposes, including fraud detection, credit risk analysis, customer segmentation, and product development. Data scientists in the sector use statistical analysis, machine learning, and data modeling techniques to develop predictive models that help organizations make informed decisions.
One of the key benefits of data science in the BFSI sector is improved risk management. Data scientists can use historical data and predictive modeling techniques to identify potential risks and mitigate them before they become a problem. This helps organizations minimize losses and maintain financial stability.
Another benefit of data science in the BFSI sector is improved customer experience. By analyzing customer data, organizations can understand their preferences and behavior, and use this information to offer personalized products and services that meet their needs.
Data science is imperative in the BFSI sector. By helping organizations make informed decisions, manage risks, and improve customer experience. As the industry continues to generate vast amounts of data, the demand for data scientists in the BFSI sector is likely to continue to grow, making it a promising career path for those interested in data science and analytics. If you're still in need of the perfect candidate for your BFSI business, contact us today. Our BFSI data recruitment specialists are here to help!
BUSINESS INTELLIGENCE OVERVIEW
Business Intelligence (BI) jobs are in high demand in the Banking, Financial Services, and Insurance (BFSI) sector. BI professionals are responsible for gathering, analyzing, and visualizing large amounts of data to provide insights that help BFSI organizations make informed decisions.
The BFSI sector relies heavily on data to manage risks, improve customer experiences, and comply with regulations. As a result, BI professionals play a critical role in helping BFSI organizations stay competitive in today's fast-paced business environment.
BI jobs in the BFSI sector require a strong understanding of financial data, regulatory compliance, and business operations. The ideal candidate should have expertise in data modeling, analytics, and visualization tools. Additionally, they should possess strong communication and problem-solving skills to work effectively with cross-functional teams.
BI jobs in the BFSI sector are a key component of a successful and thriving organization. They play a critical role in helping BFSI organizations gain insights into their operations, improve customer experiences, and make data-driven decisions. If you need more information on recruiting for BI, contact us today. Speak to our BFSI data recruitment specialists, they are here to help!
DATA MANAGEMENTÂ
Data Management jobs in the Banking, Financial Services, and Insurance (BFSI) sector are like the unsung heroes behind the scenes, working tirelessly to keep the wheels of the industry turning smoothly. With the sheer magnitude of data that BFSI organizations deal with on a daily basis, managing this vast ocean of information is no small feat. It requires a unique blend of skills and expertise to navigate through the complexities and ensure that data is organized, stored, protected, and maintained with the utmost integrity.
In the fast-paced, data-driven world of BFSI, where decisions are made in the blink of an eye and risks lurk around every corner, Data Management professionals are the gatekeepers of reliable and accurate data. They are the ones who ensure that data flows seamlessly across the organization, providing the foundation upon which strategic decisions are made, risks are mitigated, and regulations are adhered to.
But what does it take to be a Data Management pro in the BFSI sector? It's not just about being tech-savvy and having a basic understanding of data. It goes much deeper than that. These professionals need to have an in-depth understanding of the nuances of financial data, regulatory compliance, and the intricacies of business operations. They need to be the maestros of data governance, data quality, and data integration, orchestrating a symphony of data that harmoniously supports the organization's goals and objectives.
However, it's not just about crunching numbers and analyzing data. Effective communication and problem-solving skills are equally important for Data Management professionals in the BFSI sector. They need to be able to effectively collaborate with cross-functional teams, navigating through the maze of stakeholders, departments, and systems to ensure that data is managed in a way that adds value to the organization. For more expert hiring advice, speak to our BFSI data recruitment consultants today!
RISK ANALYTICS
In the dynamic world of Banking, Financial Services, and Insurance (BFSI), Risk Analytics jobs are indispensable. These roles involve delving into vast amounts of data to uncover potential risks and opportunities, providing valuable insights that empower organizations to make informed decisions in the face of uncertainty.
BFSI organizations operate in a constantly evolving environment, where a multitude of risks lurk. This is where Risk Analytics professionals step in, playing a pivotal role in proactive risk management, loss mitigation, and profit maximization.
Deep expertise in financial data, statistical analysis, and business operations is a must for Risk Analytics jobs in the BFSI sector. The ideal candidate is well-versed in risk modeling, scenario analysis, and stress testing, and possesses exceptional communication and problem-solving skills to collaborate effectively with cross-functional teams.
Being part of the Risk Analytics team in the BFSI sector means being an integral part of organizational success. You will help identify potential risks and opportunities, guide decision-making, and keep organizations competitive in today's ever-changing business landscape. Expect the unexpected, analyze the complexities, and unlock insights that drive strategic outcomes. Don't navigate risk analytics recruitment alone. Contact our BFSI data recruitment experts today!
CUSTOMER ANALYTICS
Customer Analytics roles within the dynamic realm of the Banking, Financial Services, and Insurance (BFSI) sector are nothing short of paramount. These professionals are tasked with delving into the labyrinthine depths of customer data to unravel the enigmatic patterns of customer behavior, preferences, and needs. Armed with these invaluable insights, organizations can fashion bespoke products and services that cater to the idiosyncratic demands of their discerning clientele.
In the cutthroat landscape of the BFSI sector, where competition is rife and innovation is imperative, comprehending customer behavior and preferences takes center stage. Thus, Customer Analytics roles emerge as pivotal pillars, empowering organizations to gain a strategic edge, enhance customer satisfaction, and propel growth to unprecedented heights.
Flourishing in the realm of Customer Analytics within the BFSI sector calls for an astute grasp of customer data, proficiency in statistical analysis, and a profound understanding of business operations. The ideal candidate is a virtuoso in customer segmentation, adept in predictive modeling, and a maestro in data visualization. Furthermore, exceptional communication and problem-solving skills are essential to collaborate effectively with multifaceted, cross-functional teams.
Embarking on a career in Customer Analytics for the BFSI sector bestows upon you an indomitable sense of purpose as you become a linchpin of success for BFSI organizations. Your prowess in unearthing customer behavior, preferences, and needs will serve as the catalyst for crafting tailor-made products and services that cater to the distinctive requirements of your esteemed customers. To find out more, contact our BFSI data recruitment experts now!
JOBS
LATEST financial services
DATA JOBS
Business Intelligence Analyst
London
£60000 - £70000
+ Advanced Analytics & Marketing Insights
PermanentLondon
To Apply for this Job Click Here
Business Intelligence Analyst
£55,000 – £70,000
London (Hybrid – 2 days in office)
About the Company:
Our client is a well-established leader in the financial services sector, providing a robust investment platform used by advisers to manage client portfolios through a range of tax-efficient solutions. Known for delivering excellent customer service and supporting long-term employee growth, they offer a balanced environment where corporate structure meets a relaxed, collaborative culture.
The Role:
As a BI Analyst, you’ll play a key role in transforming business requirements into actionable insights. You’ll work closely with stakeholders across various departments and be responsible for everything from initial scoping through to dashboard delivery. In your day to day, you will:
- Lead scoping meetings to understand and clarify data/reporting requirements.
- Develop dashboards and visualisations using Power BI.
- Collaborate with business teams to translate use cases into BI solutions.
- Adapt your approach for stakeholders with different technical backgrounds.
- Provide ongoing support and foster a culture of data confidence across teams.
- Help define and embed best practices within the BI function.
Ideal Candidate Profile:
- Extensive experience working in BI or a related reporting role
- Strong technical skills in SQL, Power BI, and DAX
- Experience working within a collaborative data team
- Background in financial services or a regulated industry preferred (not essential)
- Strong communication skills and ability to manage multiple stakeholder relationships
Why Apply:
This is a great opportunity to join a supportive, fast-evolving BI team at a company with a proven track record of internal progression. You’ll have the chance to contribute to a major data transformation project and shape how BI supports the wider business.
To Apply for this Job Click Here
Senior Data Solutions Designer
Wolverhampton
£60000 - £70000
+ Data Engineering
PermanentWolverhampton, West Midlands
To Apply for this Job Click Here
Job Title: Senior Data Solutions Designer
Location: Wolverhampton, 3x days week
Salary: £60,000 – £70,000, + 15% bonus
About Us:
We are looking for a Senior Data Solutions Designer to join our Architecture and Analytics Team at a well-established savings bank group in Wolverhampton. This role offers the opportunity to work with Data and Solution Architects, using modern technologies like Kubernetes, Kafka, and Azure Synapse.
Responsibilities:
- Collaborate with various squads within the data team on project-based work.
- Develop and optimize data models, warehouse solutions, and the databsase
- Work with SQL to handle large-scale data processing
Requirements:
- Strong technical skills and a passion for working with data.
- A STEM degree or equivalent experience.
- Excellent communication skills.
- Experience with data modeling and data warehouse solutions.
Nice to Have:
- Experience with Azure
Interview Process
- Screencall with CDO
- Competency interview with HR
- 1 hour chat with CTO and CDO
To Apply for this Job Click Here
Senior SQL Data Engineer
Wolverhampton
£55000 - £70000
+ Data Engineering
PermanentWolverhampton, West Midlands
To Apply for this Job Click Here
Role: Senior SQL Data Engineer
Location: Wolverhampton, West Midlands
Hybrid working: go into office 3 days a week
Salary: £55,000 – £70,000 (dependent on experience)
Insight into the Company:
This organisation is a large, well-established bank who are looking to expand their existing Data Engineering team. You would be coming into a team of 10 Data Engineers as a Senior Data Engineer, and be responsible for maintaining the SQL Server, using T-SQL and building ETL pipelines.
The ideal candidate will have experience working in the financial sector and working with end-to-end processes.
Role and Responsibilities:
- You will mentor junior members in the team
- You will build ETL in SQL server
- You will use SSIS and SSRS
Skills and Experience:
- Essential to have experience with:
- Expert level SQL and T-SQL
- ETL pipelines
- SSRS
- Stakeholder skills
Interview Process
- Interview with Data Engineering Manager
- Interview with Data Engineering Manager and Senior Data Engineer on the team, including T-SQL tech test and soft skills
To Apply for this Job Click Here
Data Steward
London
£35000 - £50000
+ Data Management & Governance
PermanentLondon
To Apply for this Job Click Here
Data Steward
Central London | Hybrid Working
£50,000 + Bonus + Benefits
We’re working with a global private markets investment manager to help hire a Financial Data Steward into their growing operations and finance function. This is a newly created, high impact role, offering the opportunity to take ownership of data governance across critical financial datasets and embed a culture of data excellence within a top tier investment firm.
The Company
This organisation is a major player in private markets, with a multi strategy approach covering private equity, credit, infrastructure, and secondaries. They operate across a global network of offices and manage assets exceeding €190 billion. As part of their secondaries investment platform, they are making significant investments into operational infrastructure, with data at the heart of this transformation.
The Role
This is a key position responsible for establishing and championing best-in-class data governance practices across finance-related workstreams. You’ll lead initiatives to improve data quality, reconciliation, and reporting across fund-, portfolio-, and investor-level datasets. Working closely with Finance, Operations, and Investment teams, you’ll be accountable for building the foundational controls and tooling that ensure the integrity of data underpinning investment decisions, regulatory reporting, and business strategy.
You’ll also act as a key data ambassador, delivering training, documentation, and ongoing support to raise data literacy across teams and drive consistent, high-quality data capture and usage.
Key Responsibilities
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Reconcile fund and investment data between internal systems and third-party sources, including fund administrators, custodians, and data vendors.
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Own and maintain the finance data catalogue, capturing lineage, ownership, definitions, and sources for critical data elements.
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Build and maintain Power BI dashboards to visualise data quality KPIs, reconciliation breaks, and performance insights for Finance and Investment leadership.
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Define and implement data-quality rules to improve accuracy, completeness, and timeliness of core datasets.
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Collaborate with accounting, reporting, and analytics teams to embed data governance practices and support issue resolution.
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Lead root- ause investigations of data discrepancies and implement corrective actions that strengthen controls and minimise risk.
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Deliver training and guidance across teams to embed a culture of “right-first-time” data capture and stewardship.
Your Experience & Skills
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Proven experience reconciling complex financial data across internal systems and third-party sources.
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Strong track record in data quality management, including defining KPIs, implementing rules, and automating exception handling.
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Advanced Excel skills with comfort navigating and manipulating large data sets.
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Experience using Power BI (or similar tools) to surface data insights and support decision-making.
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Clear communicator with the ability to document standards and work with both business and technical teams.
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Strong attention to detail, analytical thinking, and a continuous improvement mindset.
Desirable Competencies
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Comfortable influencing across departments without formal authority.
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Familiarity with private markets or asset management environments is a plus.
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Experience managing data governance in regulated financial settings.
To Apply for this Job Click Here
Senior Credit Collections Analyst
Leicester
£40000 - £42000
+ Risk Analytics
PermanentLeicester, Leicestershire
To Apply for this Job Click Here
Senior Credit Collections Analyst
Up to £42,000
Hybrid
Leicester
About the Company:
I am hiring a Senior Credit Collections Analyst for a leading lending business based in Leicester. Within this role, you will be developing strategies for collections, to support the increase of profitability for the portfolio using tools like SAS and SQL daily.
About the Role:
As a Senior Credit Risk Strategy Analyst, you will be:
- Driving insight for credit risk strategy using SAS and SQL
- Detecting new trends on customer data to help increase business revenue
- Analysing both internal and external data to make strategic changes impacting growth and revenue
- Developing credit risk strategies across the collection and arrears
- Using SQL and SAS daily for strategy development
Responsibilities:
To be successful as a Senior Credit Risk Strategy Analyst, you will need:
- Experience as a credit risk strategy analyst
- Experience working with unsecured credit portfolios
- Ideally experience working on Credit Cards
- Experience developing credit risk strategies for collections
- Experience working with SQL and/or SAS
- STEM Degree from a top university
Benefits
Up to £42,000 + Benefits
To Apply for this Job Click Here
Senior Credit Strategy Analyst
Leicester
£42000 - £47000
+ Risk Analytics
PermanentLeicester, Leicestershire
To Apply for this Job Click Here
Senior Credit Strategy Analyst
Up to £47,000
Hybrid
Leicester
About the Company:
I am hiring a Senior Credit Risk Strategy Analyst for a leading lending business based in Leicester. Within this role, you will be developing strategies for existing customer management, to support the increase of profitability for the portfolio using tools like SAS and SQL daily.
About the Role:
As a Senior Credit Risk Strategy Analyst, you will be:
- Driving insight for credit risk strategy using SAS and SQL
- Detecting new trends on customer data to help increase business revenue
- Analysing both internal and external data to make strategic changes impacting growth and revenue
- Developing credit risk strategies across existing customers
- Using SQL and SAS daily for strategy development
Responsibilities:
To be successful as a Senior Credit Risk Strategy Analyst, you will need:
- Experience as a credit risk strategy analyst
- Experience working with unsecured credit portfolios
- Ideally experience working on Credit Cards
- Experience developing credit risk strategies for existing customers
- Experience working with SQL and/or SAS
- STEM Degree from a top university
Benefits
Up to £47,000 + Benefits
To Apply for this Job Click Here
Senior Credit Strategy Analyst – Credit Cards
London
£55000 - £65000
+ Risk Analytics
PermanentLondon
To Apply for this Job Click Here
Senior Credit Strategy Analyst – Credit Cards
Up to £65,000
Hybrid
London
The Company
I am hiring a Senior Credit Strategy Analyst leading dynamic FinTech based in London. Within this role you will be bringing your existing customer credit strategy development to drive business growth and profitability using tools like SQL and Python alongside your credit commercial background
The Role
As a Senior Credit Strategy Analyst, you will be:
- Developing new insights to drive optimisation of credit risk strategies.
- Detecting new trends on customer data to develop wider business strategies
- Developing credit risk strategies for Existing Customers for credit cards
- Working with senior leadership to implement/improve strategy.
- Using SQL and Python daily for strategy development
Your skills and experience
To be successful as a Senior Credit Strategy Analyst, you will need:
- Experience as a credit risk strategy analyst in unsecured lending
- Experience working in a fast-paced environment
- Experience developing credit risk strategies for Acquisitions and/or Existing Customer
- Experience working with SQL and Python
- STEM Degree from a top university
Benefits
Up to £65,000 + Benefits
To Apply for this Job Click Here
Lead Credit Risk Analyst
Birmingham
£45000 - £55000
+ Risk Analytics
PermanentBirmingham, West Midlands
To Apply for this Job Click Here
Lead Credit Risk Analyst
Up to £55,000
Hybrid
Birmingham
The Company
I am hiring a Lead Credit Risk analyst for lending business that leads the way on all types of unsecured lending for a large consumer base across the UK. Within this role you will help drive credit risk strategy using analytics to drive lending profitability.
The Role
As a Lead Credit Risk Analyst, you will be:
- Reporting on credit risk insights and trends to senior stakeholders
- Using analytics skills to improve credit risk strategies
- Helping manage the credit risk customer lifecycle
- Spotting trends to find new ways to increase profitability for credit risk
- Developing new credit risk strategies across the business for acquisitions and existing customers using SAS and SQL daily.
- Working with and presenting to senior stakeholders daily within the role.
Your skills and experience:
To be successful as a Lead Credit Risk Analyst, you will need:
- Strong experience with SAS and/or SQL
- Experience as a credit risk analyst in an analytical position
- Experience developing credit risk strategy.
- Experience working in financial services
- Excellent communication skills
- Strong stakeholder management being able to manage upwards
- STEM Degree
Benefits
Up to £55,000 + benefits package
To Apply for this Job Click Here
Senior Credit Strategy Analyst
City of London
£65000 - £75000
+ Risk Analytics
PermanentCity of London, London
To Apply for this Job Click Here
Senior Credit Strategy Analyst
Up to £75,000
Hybrid
London
The Company
I am hiring a Senior Credit Strategy Analyst leading dynamic FinTech based in London. Within this role you will be bringing your credit risk strategy experience to focus on driving business growth and profitability using tools like SQL and Python alongside your credit commercial background
The Role
As a Senior Credit Strategy Analyst, you will be:
- Developing new insights to drive optimisation of credit risk strategies.
- Detecting new trends on customer data to develop wider business strategies
- Developing credit risk strategies for Acquisitions and Existing Customers.
- Working with senior leadership to implement/improve strategy.
- Using SQL and Python daily for strategy development
Your skills and experience
To be successful as a Senior Credit Strategy Analyst, you will need:
- Experience as a credit risk strategy analyst
- Experience working in a fast-paced environment
- Experience developing credit risk strategies for Acquisitions and/or Existing Customer
- Experience working with SQL and Python
- STEM Degree from a top university
Benefits
Up to £75,000 + Benefits
To Apply for this Job Click Here
Lead Credit Risk Analyst
Sheffield
£45000 - £55000
+ Risk Analytics
PermanentSheffield, South Yorkshire
To Apply for this Job Click Here
Lead Credit Risk Analyst
Up to £55,000
Hybrid
Sheffield
The Company
I am hiring a Lead Credit Risk analyst for lending business that leads the way on all types of unsecured lending for a large consumer base across the UK. Within this role you will help drive credit risk strategy using analytics to drive lending profitability.
The Role
As a Lead Credit Risk Analyst, you will be:
- Reporting on credit risk insights and trends to senior stakeholders
- Using analytics skills to improve credit risk strategies
- Helping manage the credit risk customer lifecycle
- Spotting trends to find new ways to increase profitability for credit risk
- Developing new credit risk strategies across the business for acquisitions and existing customers using SAS and SQL daily.
- Working with and presenting to senior stakeholders daily within the role.
Your skills and experience:
To be successful as a Lead Credit Risk Analyst, you will need:
- Strong experience with SAS and/or SQL
- Experience as a credit risk analyst in an analytical position
- Experience developing credit risk strategy.
- Experience working in financial services
- Excellent communication skills
- Strong stakeholder management being able to manage upwards
- STEM Degree
Benefits
Up to £55,000 + benefits package
To Apply for this Job Click Here
Delivery PMO & Senior Consultant
Edinburgh
£70000 - £75000
+ Advanced Analytics & Marketing Insights
PermanentEdinburgh
To Apply for this Job Click Here
Senior Consultant – Delivery Lead
Location: Edinburgh (Hybrid, 2 days per week onsite)
Salary: Up to £75,000
The Company
A specialist transformation team operating within the investment and wealth space is seeking a Senior Consultant to join their strategic delivery practice. This team supports high-impact change programmes across core operations, technology strategy, and platform implementation – with clients ranging from leading wealth managers to platform providers.
The Role
As a Senior Consultant – Delivery Lead, you’ll play a key role in delivering large-scale transformation programmes in the wealth and investment management space. Working in multi-party environments, you’ll help ensure projects run smoothly from planning to execution, while acting as a key point of contact between internal teams, clients, and vendors.
Key Responsibilities
- Lead and support end-to-end delivery of complex transformation projects.
- Act as the primary delivery contact for client stakeholders, ensuring progress, risk mitigation, and results alignment.
- Collaborate with wealth platform vendors, internal specialists, and client teams to design and deliver change.
- Manage cross-functional teams across testing, solution design, data, and implementation.
- Deliver clear MI/reporting updates and ensure best practices are adhered to across delivery frameworks.
- Ensure quality, consistency, and governance across project lifecycle and outputs.
Skills & Experience
Essential:
- Strong background in programme or delivery consulting, ideally with experience in wealth, pensions, or insurance.
- Experience managing transformation involving core system or wealth platform implementation.
- Good understanding of Agile and Waterfall methodologies, with familiarity in tooling such as JIRA.
- Proven ability to work in complex multi-vendor environments.
- Strong stakeholder management and communication skills.
Desirable:
- Familiarity with wealth platforms (e.g., FNZ, SS&C, Avaloq).
- Certifications like PMP, Scrum Master, or Agile Foundation.
Why Apply?
- Up to £75,000 base salary
- High-impact transformation work in wealth management
- Hybrid working (2 days in Edinburgh office)
- Collaborative, expert-led team environment
How to Apply
Interested? Send your CV to Mohammed Buhariwala via the Apply link on this page.
Keywords
Data Migration, ETL, FNZ, Avaloq, SS&C, Wealth Management, Data Consultant, Platform Transformation, Financial Services, Hybrid Working, Edinburgh
To Apply for this Job Click Here
Data Migration Consultant
Edinburgh
£50000 - £53000
+ Risk Analytics
PermanentEdinburgh
To Apply for this Job Click Here
Consultant – Data Migration
Location: Edinburgh (Hybrid, 2 days per week in the office)
Salary: Up to £53,000
The Company
A specialist consultancy team within a global professional services firm is seeking a Consultant to join their Investment Management & Wealth (IM&W) practice. The team focuses on end-to-end technology transformation projects for clients across the wealth management, savings, and retirement sectors. This role provides the opportunity to work on multi-year programmes at the intersection of business operations and data strategy.
The Role
As a Consultant – Data Migration, you’ll play a key role in helping clients successfully transition from legacy systems to modern wealth platforms. You’ll work closely with client and vendor teams to support the data aspects of large-scale technology transformation programmes. From handling data sets and validating data constructs to enabling seamless migrations, your work will directly impact business operations and client outcomes.
Key Responsibilities
- Data Migration & Transformation
- Handle large datasets and ensure integrity throughout the migration lifecycle.
- Support ETL processes and prepare data for transition into modern wealth platforms.
- Liaise with client and vendor teams to understand data structures and define mapping logic.
- Business Insight & Client Engagement
- Interpret client data to identify gaps and suggest improvement areas.
- Provide technical support and documentation for data migration processes.
- Collaborate with internal consultants and external stakeholders to ensure successful delivery.
Skills & Experience
- Essential:
- 1-4 years of experience in consulting, data migration, or transformation projects.
- Strong understanding of data structures within a wealth management or financial context.
- Familiarity with ETL processes and data validation techniques.
- Effective communicator with the ability to manage stakeholders and explain data insights clearly.
- Desirable:
- Exposure to leading wealth management platforms such as FNZ, SS&C, Avaloq, GBST.
- Experience with data migration or software delivery tooling (e.g. JIRA).
- Background in consultancy or advisory firms supporting financial services.
Benefits
- Salary up to £53,000
- Hybrid working – 2 days per week in Edinburgh office
- Structured learning and development in a globally recognised firm
- Exposure to high-impact transformation projects with tier-one clients
How to Apply
Interested? Send your CV to Mohammed Buhariwala at Harnham via the Apply link on this page.
Keywords
Data Migration, ETL, FNZ, Avaloq, SS&C, Wealth Management, Data Consultant, Platform Transformation, Financial Services, Hybrid Working, Edinburgh
To Apply for this Job Click Here
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How marketing analytics works for banks | Harnham Recruitment post | Harnham Recruitment post
Martin Brennan, Customer Insight Manager with Permanent TSB discusses how Customer intelligence software helps | Credit Card Marketing Analytics..
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