Data and Automation analyst

Role

Data and Automation analyst

Reporting To: Head of Operations

Location: Manchester City Centre / Home (hybrid)

Salary Range: £27,000 to £35,000 depending on experience + discretionary bonus

We are looking for a Data and Automation Analyst to help our firm make better use of its data and improve day-to-day processes. You’ll produce management information, support automated workflows, and help colleagues use approved AI tools effectively and responsibly. This is a hands-on role with structured support and development, including an AI and automation training programme.

What you will doing

• Work with colleagues across the firm to turn business needs into practical solutions.
• Keep data accurate, well-organised and handled in line with security, privacy and regulatory standards.
• Build and maintain dashboards and reports in tools such as Power BI.
• Help design and support automated workflows using Power Automate, Zapier or similar tools.
• Identify where AI tools can safely improve productivity, test their outputs and support rollout and training.

What we are looking for

• Strong analytical, problem-solving and attention-to-detail skills.
• Confidence working with data, and experience creating reports or dashboards in Power BI or a similar tool.
• Practical experience of using AI tools, with an understanding of the need to check outputs.
• Exposure to workflow automation tools, or a genuine appetite to learn them.
• Clear communication skills and the ability to explain technical things simply.
• Desirable: an interest in financial services and experience with Intelliflo Office.

What we offer

• 27½ days holiday plus Bank Holidays, including a birthday day
• Hybrid working (minimum 2 days per week in the office) with flexible hours and flexitime
• Company pension with contributions up to 5% matched by Five Wealth
• Death in service cover and access to Unum Help@Hand health and wellbeing support
• In-house training, exam study support and a personal development plan
• Regular company social events

The full job description is available to download here as a PDF.

To apply for this role please send a copy of your CV and a cover letter, setting out why you would be suitable and with the relevant application reference, by email to careers@fivewealth.co.uk