Business Analyst

We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers.

As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice.

This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey.

You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation.

• Working with stakeholders across the business to understand challenges and identify improvement opportunities
• Mapping current and future state processes
• Supporting project discovery and requirements gathering activities
• Helping shape and improve adviser, client and operational journeys
• Producing meaningful management information and business insights
• Supporting the development and enhancement of the firm's client portal
• Assisting with testing, implementation and change adoption activities
• Working closely with technology teams to ensure business requirements are clearly understood

• Experience within a Financial Advice, Wealth Management or Financial Planning business
• Strong understanding of adviser and client journeys
• Experience improving business processes and operational efficiency
• Excellent stakeholder engagement and communication skills
• Ability to challenge constructively and identify practical solutions
• Strong organisational skills and attention to detail

• Business Analysts within Wealth Management
• Business Change Analysts
• Operational Improvement Analysts
• Senior Paraplanners who have been heavily involved in process improvement or change projects
• Practice or Operations professionals who have delivered business improvement initiatives

• Power BI, Excel or MI reporting experience
• Exposure to CRM systems, adviser platforms or client portals
• Knowledge of FCA-regulated environments and Consumer Duty
• Experience supporting business change or transformation projects

• Opportunity to join a newly established Business Analysis & Change function
• Significant exposure to senior leadership and strategic initiatives
• Genuine opportunity to influence how the business operates
• Hybrid working with approximately two days per week in the office
• Competitive salary, benefits package and long-term career development

Ready to Apply?

Contact Jack Winder to find out more.

Please apply with a CV and a cover letter outlining why you're perfect for the role.
Know someone great for the job? We offer a referral scheme-just get in touch!

Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!