24 Oct
evelyn Partners
Bracknell
Job description
Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of : Personal, offering advice based on a true understanding of what matters to our clients;
Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here : and
Job Description
Job Purpose
The purpose of this role is to provide insightful, accurate and impactful dashboards and reporting across the Professional Services (PS) business.
This successful candidate will be required to work from our Bracknell office at least 2 days per week.
Key Responsibilities
- Design, develop, and deploy BI data solutions across PS by developing data models and pipelines and reports, Power BI dashboards, and KPI scorecards
- Overseeing and creating where necessary complex tabular models, including SQL database development to store data in a manageable reporting format.
- Using SQL Server Analysis Services (SSAS) for larger data models,
including complex DAX.
- Business Analysis and requirements gathering with stakeholders to design the best technical solution and translate to team for development.
- Creating automated sustainable reporting solutions and identifying improvements in existing processes to enhance efficiency and tackle technical debt.
- Monitoring security in Power BI and incorporating Row Level Security (RLS) into data models.
- Creating Power BI Gateways, Workspaces and Apps. Ensuring that appropriate access is applied.
- Documenting processes, database models, and architecture plans.
- Bring together multiple data sets into defined and sustainable solutions to deliver one source of truth’ to the business.
- Work closely with different teams across the business to improve data literacy and empower teams with the right tools, reports and guidance to leverage insight to make better informed decisions
Qualifications
Key Skills and Experience
- Strong experience with MS Power BI & DAX.
- Strong experience in SQL for querying, analysis, and optimisation.
- Experience using Microsoft Development (Visual Studio) tools to develop and manage database & BI projects.
- Understanding of best practices to deliver compelling data visualisations & reports.
- Understanding of industry-standard data warehousing modelling techniques
- Knowledge of ETL using a variety of data sources
- Ability to work independently and within a team
- Good communication skills both written and verbal.
- Understands processes,
data and strategic priorities.
- Has the ability to design solutions that meet user needs, allowing for design and ethics standards.
- Work towards the successful delivery of products and establish maintenance requirements.
Professional Qualifications and Education
- STEM preferred but experience above more essential.
- PowerBI certifications preferred.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include :
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings,
representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.
It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
▶️ PowerBI Developer - 6 Month Fixed Term Contract
🖊️ evelyn Partners
📍 Bracknell