Bristol | Hybrid Working | £50,000 + Benefits
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.
What You'll Be Doing
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
What We're Looking For
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
We'd Particularly Like To Speak To
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
Nice To Have
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
What's On Offer
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 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
Salary description
£50000.00 - £50000.00 per year