Job Description

of the Role

A Data Engineer is responsible for developing and maintaining the existing data flow and data warehouse.

Main Responsibilities:

• Maintain and develop integrations with Xplan, including client-to-adviser mapping to support accurate revenue and commission reporting.

• Support the transition of member firms from individual adviser codes to corporate codes by ensuring proper client mapping and data consistency within Xplan.

• Implement and manage ETL (Extract, Transform, Load) processes.

• Design and develop enterprise data models and data warehouses for clients.

• Maintain and develop reports in Power BI and Board Pack PDF.

• Lead data analytics projects, focusing on visualisation and predictive modelling.

• Understand business data needs and guide appropriate technological resources.

• Collaborate with cross-functional teams and stakeholders to identify data requirements, particularly during client transitions (e.g., Fortnum Advice and Captegra migration), and design effective solutions.

• Aggregate and analyze data to generate actionable insights.

• Develop and maintain reports, dashboards, and other tools for business users.

• Develop and implement data management policies, procedures, and standards.

Requirements

• A graduate in Computer Science, Engineering, or a related field.

• Minimum of 2 years of experience in a similar or related role.

• Strong proficiency in SQL, data modelling, and ideally Power BI and Power Query.

• Experience working with financial systems or CRM platforms (e.g., Xplan) and an understanding of revenue/commission data structures is highly desirable.

• Familiarity with ETL processes and associated tools.

• Working knowledge of Data Lake and Python is a plus but not required.

• Ability to create clear and concise process documentation.

• Excellent problem-solving and analytical abilities.

• Strong communication and collaboration skills.

Benefits

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​