Future Insight and Consulting vacancies

Defaqto delivers real value to providers and advisers across banking, general insurance, life and protection insurance, wealth management and funds. We take our unique insight and experience and bring clarity and understanding to help providers make strategic decisions about products and their distribution; and advisers provide compliant advice whilst maximising the time spent with their clients.

The role of an Insight Consultant primarily involves taking responsibility for data stewardship for a specfic area of financial services, the data analysis required for a number of Star / Diamond / Service / Risk Ratings, writing publications, and speaking at events. You may also be involved in consultancy projects - this is a more regular occurence within our Funds & DFMs team, who regularly prepare qualitative and quantitive Fund Reviews.

To succeed in this role, you’ll need to have significant experience within the UK financial services industry, together with an in-depth understanding of one or more of the the following areas:

  • Banking
  • General Insurance
  • Life & Protection Insurance
  • Pensions & Investments
  • Funds & DFMs

You can find out more information about our three Insight teams by viewing the attached Team Profiles.

To join us in a Consultant level role, you must be qualified to at least Level 4 in a relevant area of financial services (e.g. Diploma in Insurance, Diploma in Financial Planning, Investment Management Certificate, CFA). We do occasionally have roles available at Analyst level, where you can work towards a Level 4 qualification.

You’ll need to combine excellent data analysis and interpretation skills with strong writing and presenting skills. You’ll also need to be someone with high levels of personal presence and credibility, who can effectively establish and develop relationships at a senior level.

In return, we can offer a unique role at the heart of financial services and within an important and fast growing part of our business.

The typical salary for an Insight Analyst or Insight Consultant is £30-70k, dependent upon skills, knowledge and experience.

All current vacancies are advertised on our website, but if there is nothing suitable for you right now then feel free to register your interest for potential future insight and consulting vacancies.

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