Business Analyst
Business AnalystBristol | Hybrid Working | £50,000 + BenefitsWe'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.What You'll Be DoingWorking with stakeholders across the business to understand challenges and identify improvement opportunitiesMapping current and future state processesSupporting project discovery and requirements gathering activitiesHelping shape and improve adviser, client and operational journeysProducing meaningful management information and business insightsSupporting the development and enhancement of the firm's client portalAssisting with testing, implementation and change adoption activitiesWorking closely with technology teams to ensure business requirements are clearly understoodWhat We're Looking ForExperience within a Financial Advice, Wealth Management or Financial Planning businessStrong understanding of adviser and client journeysExperience improving business processes and operational efficiencyExcellent stakeholder engagement and communication skillsAbility to challenge constructively and identify practical solutionsStrong organisational skills and attention to detailWe'd Particularly Like To Speak ToBusiness Analysts within Wealth ManagementBusiness Change AnalystsOperational Improvement AnalystsSenior Paraplanners who have been heavily involved in process improvement or change projectsPractice or Operations professionals who have delivered business improvement initiativesNice To HavePower BI, Excel or MI reporting experienceExposure to CRM systems, adviser platforms or client portalsKnowledge of FCA-regulated environments and Consumer DutyExperience supporting business change or transformation projectsWhat's On OfferOpportunity to join a newly established Business Analysis & Change functionSignificant exposure to senior leadership and strategic initiativesGenuine opportunity to influence how the business operatesHybrid working with approximately two days per week in the officeCompetitive salary, benefits package and long-term career developmentReady 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!
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