Hire Data Engineer for Financial Advisors
Senior, direct, no layers

Most financial advisors businesses do not need more dashboards. They need the unglamorous work underneath: data pulled from each source on a schedule, checked for errors, modelled into consistent definitions, and delivered to one reporting layer the team can trust.

The shape of the data decides the shape of the build. An adviser's week is meetings, plans, and reviews: fact-finds completed, plans written, portfolios reviewed, and clients who need a call before they make a decision in a falling market. Sources, models, and dashboards follow from that, not from a standard template, which is why two businesses in the same industry still end up with different pipelines.

Handover is part of the deliverable: documented models, scheduled pipelines the team can monitor, and dashboards the team can extend. The business should not need the person who built it to keep the numbers flowing.

The reports that matter are the ones the team already rebuilds by hand: reviews completed on schedule, assets under advice by segment, referral rates by adviser, plan implementation rates, and client tenure and attrition. Each is rebuilt once from modelled data and then refreshed on a schedule, so the weekly meeting starts from numbers everyone trusts instead of a debate about whose spreadsheet is current.

Most financial advisors businesses already run on CRM (clients and reviews), planning software (cash-flow plans), portfolio platforms (holdings and performance), compliance systems (advice records), and accounting software (fees). The pipeline work starts from those systems as sources, not by replacing them, and lands the cleaned data in a warehouse the business owns, with dashboards on top for the team.

The first build is usually the report the team rebuilds by hand most often, often assets under advice by segment. When that report arrives on schedule, correct, and without manual work, the case for pipelining the remaining sources makes itself.

Take fee and billing records. It is the kind of source every financial advisors business has and nobody quite trusts. Once it flows through a tested pipeline with error logging, assets under advice by segment stops depending on whoever happened to build last month's spreadsheet.

CRM handles clients and reviews. planning software handles cash-flow plans. portfolio platforms handles holdings and performance. compliance systems handles advice records. accounting software handles fees.

The realistic outcome is a weekly meeting run on trusted numbers: reviews completed on schedule and assets under advice by segment arrive on schedule, definitions are no longer debated, and fact-finds arriving incomplete becomes visible early enough to act on. That is the standard this engagement is measured against, not a dashboard launch.

Over time the warehouse becomes an asset of its own: every new question starts from modelled data instead of a fresh export, so analysis gets faster the longer the system runs. Browse all hire engagements or discuss your data setup directly.