Jobs » Insight Consultant

Insight Consultant

Based in Haddenham



We're looking for someone with a strong understanding of the wealth management market and detailed technical knowledge of pension and investment products, plus platforms.


Defaqto’s Insight & Consulting team delivers real value to providers and advisers across Wealth Management, Funds, Life & Protection, Banking, and General Insurance. We take our unique insight and experience and bring clarity and understanding to help product providers and fund managers make strategic decisions about products and their distribution; and help advisers provide compliant advice whilst maximising the time spent with their clients.


We’re currently seeking a skilled and knowledgeable individual to join our Wealth Management team as an Insight Consultant. You will work within a team of specialists to manage the structure and content of our data tables, develop methodologies for our Star Ratings, conduct data analysis for panel research and write content for articles, publications and our website. Your main focus will be on pension and investment products, including platforms, but it would be helpful if you could also support on life and protection products.


To be considered for this role, you’ll need to have significant experience within the UK financial services industry, together with a strong understanding of the wealth management market and detailed technical knowledge of pension and investment products, plus platforms. You should also have a good understanding of how the products and services in the wealth sector are distributed.


Candidates must possess the Diploma in Financial Planning, or an equivalent level 4 qualification.


Excellent data analysis, interpretation and critical thinking skills are also essential, together with a high level of IT literacy and at least intermediate (preferably advanced) knowledge of Excel, plus the ability to develop expert knowledge of internal and customer-facing software applications.


You’ll also need excellent writing, presentation and influencing skills – articulating complex concepts in a clear, logical and structured manner that meets the needs of varying audiences. You must be able to build strong relationships and credibility with senior level client contacts and demonstrate strong consulting and project delivery skills.


We’re looking for enthusiastic experts with a can-do approach who are looking to make a positive difference to the financial services industry, with the vision of helping consumers to make better informed decisions.


We can offer a unique and interesting role, and you’ll also benefit from all the great things about working for Defaqto. In particular, we have a commitment to employee wellbeing that includes:

- Working alongside expert colleagues

- Friendly, collaborative culture

- Flexible working environment

- Support to pursue professional qualifications

- 5 weeks’ holiday (plus the option to buy more)

- Generous pension scheme (with an employer contribution of up to 10%)

- Regular financial guidance to support your investment and retirement planning

- Life, critical illness, private medical and dental insurances

- Employee Assistance Programme helpline

- Contributions towards gym/sports club membership, plus lunchtime Pilates, Yoga and running clubs

- Social, sporting and charity support activities throughout the year

- Free parking, plus showers and a bike shelter to support cycling to work

This role is based at our offices in Haddenham, near Aylesbury in Buckinghamshire. We are within easy commuting distance of Thame, Aylesbury, High Wycombe, Tring, Bicester, Abingdon, Oxford, etc.

Between £40,000 and £55,000 Per Annum
plus generous benefits
Located in:
Closing Date:
30th August 2019


12 Haddenham Business Park
HP17 8LJ
01844 295449

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