Data Planner

National Savings and Investments

Apply before 11:55 pm on Sunday 29th January 2023



Reference number



£32,529 - £35,000
c£ 35,000 London; c£ 32,529 Durham, Lytham, Glasgow

Job grade

Higher Executive Officer
NS&I Band 5

Contract type

Fixed Term

Length of employment

16 months

Business area

NS&I - Retail

Type of role

Customer Insight

Working pattern


Number of jobs available



London SW1P 3BT, Glasgow G2 8JX, Durham DH1 1SL, Lytham FY8 4TS

Job summary

We are looking for a data professional to join our small team of data planners helping to deliver our customer communications.  As a member of the team, you will:

  • Develop and deliver targeted data selections for our marketing, research, financial adviser, web-ops and ad-hoc service communications.
  • Ensure that audience selections, personalisation and planned tests are accurate, measurable and well-documented, using robust statistical experimentation and targeting methodologies.
  • Keep customer data secure by implementing our obligations under GDPR and following data protection guidance.
  • Test and broadcast customer and adviser outputs (ensuring the right data is applied to the right communication), and provide high-level analysis of channel engagement and response.
  • Provide data and insight to plan for future customer engagement, investigate route cause analysis after customer complaint and test new data sources and tools.

Job description

Please refer to the role profile for full details.

Person specification

Qualifications, experience and technical knowledge

Essential qualifications, skills and experience

  • Degree in a numerical or statistical subject– or equivalent qualification.
  • Prior experience of working with and analysing large data sets, including querying and extracting data for communications. Solid understanding of how relational databases work.
  • Demonstrable experience of working with analytical tools; SAS, R, Python or others and Visualisation tools; Tableau, PowerBI or others and Marketing Automation tools.
  • Understanding of statistical hypothesis testing and campaign design methodology.
  • Ability to interpret data and analysis, summarise key findings and make recommendations to non-data literate colleagues.
  • Strong planning and organisational skills to meet deadlines.
  • A proven ability to demonstrate attention to detail.


Desirable qualifications, skills and experience

  • Understanding of predictive data modelling techniques and their application within campaign management would be beneficial.
  • Previous experience of delivering email campaigns through email broadcast providers (e.g. Xtremepush, Mailchimp etc) is desirable, as is experience of working with Digital Analytics Platforms (GA, Oracle Infinity etc).


Degree in a numerical or statistical subject– or equivalent qualification.


We'll assess you against these behaviours during the selection process:

  • Seeing the Big Picture
  • Changing and Improving
  • Communicating and Influencing
  • Making Effective Decisions
  • Managing a Quality Service

Technical skills

We'll assess you against these technical skills during the selection process:

  • Degree in a numerical or statistical subject– or equivalent qualification.
  • Prior experience of working with and analysing large data sets, including querying and extracting data for communications. Solid understanding of how relational databases work.
  • Demonstrable experience of working with analytical tools; SAS, R, Python or others and Visualisation tools; Tableau, PowerBI or others and Marketing Automation tools.

NS&I is one of the largest savings organisations in the UK with 25 million customers and more than £207 billion invested. We are both a government department and an Executive Agency of the Chancellor of the Exchequer. Our origins can be traced back over 150 years to 1861.

A small company with a big reach we offer a range of benefits to include flexible working, great opportunities for development and a generous pension scheme. We care for colleagues, respect one another, invest in our people and manage talent effectively.

Some benefits of working at NS&I include: 

  • Learning and development tailored to your role
  • An environment with flexible hybrid working options
  • 9 day fortnight scheme
  • A culture encouraging inclusion and diversity
  • A Civil Service pension with an average employer contribution of 27%
  • Generous annual leave – starting at 25 days, increasing to 30 days
  • Performance related variable pay bonus
  • Enhanced Maternity, paternity, adoption and shared parental leave.

Selection process details

This vacancy is using Success Profiles, and will assess your Behaviours, Experience and Technical skills.

To apply please click the link on this advert and follow the steps to complete the application form.

We will sift applications based on the criteria stated above as well as your job history / statement of suitability on how you meet the essential qualifications, skills and criteria for the role.

If shortlisted, you will be invited to attend a 1-hour panel interview via an Ms Teams call.  Prior to the interview you will sent a task to complete.  At the start of the interview you will be given 10 minutes to go through your response to the task, this is aimed at demonstrating your knowledge and technical skills.

Interviews will take place on 9th – 10th February 2023

Note we are unable to accept CVs.

This role is subject to Security Check and financial credit checks.

Reserve List

A reserve list may be held for a period of 12 months from which further appointments can be made.


Working for NS&I

NS&I is currently trialling a Hybrid Working Policy and colleagues are expected to work in their office location a minimum of 40% of their working month i.e. two days per week for a full time employee.

Any move to NS&I from another employer will mean you can no longer access childcare vouchers. This includes moves between government departments. You may however be eligible for other government schemes, including Tax-Free Childcare. Determine your eligibility at

If you are applying for a role at the same NS&I band as you are currently and the advertised salary is lower than your current salary, if you are successful and accept the role you will need to accept the role at or close to the advertised salary, which would involve your current salary being reduced.

Note to existing permanent employees at NS&I - Please be aware that if you are a permanent employee appointed to a fixed term role, our recruiting principles ensure you will retain your permanent status at the end of this contract.  However, you are not guaranteed to return to your original role. At the conclusion of this fixed term period, you may be redeployed to another suitable role at NS&I, offered retraining or will be given priority mover status to find another role in the civil service.

NS&I employees on a fixed term contract moving to another fixed term role, will continue to be employed for a fixed term to the end date of this role. You may apply for suitable roles within NS&I or the civil service.

Further information

Please visit our website for further details about NS&I.

The law requires for selection for appointment to the Civil Service is on merit on the basis for fair and open competition as outlined in the Civil Service recruitment principles. If you feel your application has not been treated in accordance with the recruitment principles and you wish to make a complaint, you should contact in the first instance. If you are not satisfied with the response you receive, you can contact the Civil Service Commission

Feedback will only be provided if you attend an interview or assessment.


Successful candidates must pass a disclosure and barring security check.
Successful candidates must meet the security requirements before they can be appointed. The level of security needed is security check.

See our vetting charter.
People working with government assets must complete basic personnel security standard checks.

Nationality requirements

This job is broadly open to the following groups:

  • UK nationals
  • nationals of Commonwealth countries who have the right to work in the UK
  • nationals of the Republic of Ireland
  • nationals from the EU, EEA or Switzerland with settled or pre-settled status or who apply for either status by the deadline of the European Union Settlement Scheme (EUSS)
  • relevant EU, EEA, Swiss or Turkish nationals working in the Civil Service
  • relevant EU, EEA, Swiss or Turkish nationals who have built up the right to work in the Civil Service
  • certain family members of the relevant EU, EEA, Swiss or Turkish nationals
Further information on nationality requirements

Working for the Civil Service

The Civil Service Code sets out the standards of behaviour expected of civil servants.

We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles.
The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.
The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.
Once this job has closed, the job advert will no longer be available. You may want to save a copy for your records.

Contact point for applicants

Job contact :

  • Name : HR Team
  • Email :
  • Telephone :

Recruitment team :

  • Email :

Further information

If you have a complaint concerning this recruitment campaign, please send your complaint to

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