Business Intelligence Analyst and Developer

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. 

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role:

We have an exciting opportunity within our business for an Business Intelligence Analyst and Developer. This area of the business is a small team, that supports the Intermediaries Sales Teams, implementing automated MI and opportunity identification solutions, and creating innovative tools and AI agents that help drive efficiencies across the department. Alongside this, the team work hand-in-hand to support local and corporate level projects, and own and report on all adviser/distribution MI to sales leaders and the M&G Exec.

This role is based in Kildean, Stirling and operates 3 days a week in the office, 2 days working from home.

You will be a key part of the Business Intelligence Team, and of the wider Intermediaries Operations team. This role is integral in delivering market leading insights and creating tools that drive efficiencies for the wider sales department. It is therefore important that the successful applicant has an innovative and analytical mindset, and has strong experience in the Life & Pensions/Platform industry.

You will help design and implement PBI reports, create AI Agents, design automations within SF CRMA and provide insight through MI of the Distribution channel and adviser market. It is important that you also develop and maintain strong relationships with the Sales Directors and provide support to Operations Managers in the wider team.

Key Responsibilities for this role:

• Designing and developing BI dashboards, reports, and data visualisations using tools such as Power BI
• Key SME for local and corporate level projects, understanding the needs of Distribution, our sales colleagues, and our data
• Maintain and enhance existing BI suite
• Perform data analysis to identify trends, opportunities, and risks within sales performance and intermediary engagement.
• Support sales leadership with ad hoc analysis and insight to inform strategic decisions.
• Ensure data governance and compliance with internal policies and external regulations (e.g., FCA).
• Continuously improve BI capabilities by staying up to date with industry best practices and emerging technologies.
• Presenting sales analytics back to key stakeholders and senior management at senior management team meetings
• Helping to implement business change programs
• Work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G’s operational risk.
• Maintain and enhance existing Salesforce CRMA solutions
• Creating AI agents, tools, and reports, that are innovative and drive efficiencies for our sales teams.

Key Knowledge, Skills & Experience:

• Analytical and innovative mindset with attention to detail and strong problem-solving ability
• Strong Power BI Skills, with ability to build models quickly, from large complex data sets
• Strong understanding of financial services, ideally within Distribution
• Understanding of regulatory requirements relevant to financial data (e.g., GDPR, FCA guidelines)
• Excellent communication and stakeholder engagement skills
• Initiative to spot areas for improvement in processes
• Ability to prioritise and meet deadlines

Desirable Knowledge, Skills & Experience:

• Salesforce CRM experience, particularly, building within Salesforce CRMA
• Experience working with Agentforce
• Developing AI Agents using CoPilot and CoPilot Studio

Work Level: Experienced Colleague

Reports to: Operations Manager

Department & Team: Business Intelligence Team, Intermediaries Operations - UK Distribution

Recruiter: Phoebe Ewers

Location: Stirling - 3 days per week

What we offer:

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.

• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.  

• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.

• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. 

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [email protected]