FULL JOB DESCRIPTION
About us
Perspective Financial Group Ltd is a friendly, professional, and fast-growing organisation based in Newcastle. We’re committed to delivering accurate, reliable, and insightful data reporting that supports the wider business. Our team values collaboration, precision, and continuous improvement.
Employer: Perspective Financial Group Ltd
Position: Trainee Data Analyst
Salary: Competitive
Job Type: Full-time
Work location: Newcastle upon Tyne
What We Offer:
- A competitive salary (dependent on experience and qualifications)
- ‎A supportive and enthusiastic team environment
- ‎Standard work hours: Monday–Friday, 9am–5pm (35 hours/week)
- ‎Opportunities to work closely with senior data and operations leaders
- ‎A role that helps you grow your skills across reporting, data management, and financial systems
- ‎Employment subject to satisfactory criminal record background checks
Other Benefits:
- Exposure to financial services operations
- ‎Experience with Intelliflo Office and complex reporting processes
- ‎Hands-on involvement in varied data projects
- ‎Skill development across data entry, data cleansing, reporting, and migration
- ‎A stable and professional workplace that encourages teamwork and adaptability
Your Role Will Include:
As a Trainee Group Data Analyst, you will:
- ‎Support monthly reporting for local offices
- ‎Assist with day-to-day reporting needs across the Group
- ‎Contribute to data migration projects using the Intelliflo back-office system
- ‎Carry out data cleansing tasks
- ‎Provide back-office and administrative support to the Group Data Analysis Manager
- ‎Perform accurate data entry as needed
- ‎Take on additional reasonable responsibilities as they arise
What We’re Looking For:
- Excellent planning, organisation, and multitasking skills
- ‎Strong written communication and proofreading accuracy
- ‎High competence in Excel for reporting purposes
- ‎Analytical and problem-solving abilities
- ‎Flexibility and adaptability to handle change
- ‎Experience in Financial Services (desirable)
- ‎Experience with Intelliflo Office (advantageous)
- ‎A positive attitude and strong team-player mindset
- ‎Ability to manage multiple workloads and projects simultaneously
This role is an exciting opportunity for someone ready to grow in the world of data and financial services. If you’re detail-oriented, eager to learn, and motivated by meaningful work that supports high-level decision-making, this position sets the foundation for a strong data career. Step into a supportive team, sharpen your analytical skills, and build a future in a thriving organisation.
Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
Job Type: Full-time
Benefits:
Additional leave
Company events
Company pension
Cycle to work scheme
Employee discount
Health & wellbeing programme
Work Location: In person
APPLICATION PROCESS
If you’re interested in this role, visit the official website and apply now!