Business Analyst (Hybrid) - Financial Services

Business Analyst (Hybrid) - Financial Services

Location: Bromsgrove. 2 to 3 days per week onsite Salary: Competitive salary plus benefits package

Duration: 9 Month Fixed Term Contract

About the role Our client, one of the UK's leading Financial Services firms, are looking for an experienced Business Analyst to support a high volume of business and technology change within a regulated environment. You will work across operations, CRM systems and wider change initiatives, shaping requirements, mapping processes and ensuring delivery aligns to business outcomes. This is a hands-on Business Analyst role working across process mapping, CRM platforms and Agile delivery in a stakeholder-heavy environment.

Key responsibilities

Work with senior stakeholders to define and manage business change requirements

Elicit, challenge and refine requirements across operations and technology

Map current and future state processes across business workflows

Translate requirements into clear documentation, user stories and change outputs

Bring structure to ambiguous requirements and complex change activity

Ensure alignment across business change, operations and technology teams

Support consistency across multiple change workstreams

Review and structure large volumes of process documentation using AI tools and Microsoft Copilot

Skills and experience

Recent experience as a Business Analyst within wealth management

Proven ability in process mapping and workflow documentation

Experience working with CRM systems, ideally Xplan or IRESS

Strong capability in requirements gathering and stakeholder management

Good understanding of Agile delivery and user stories

Ability to work in ambiguous environments and create clarity

Experience handling large volumes of process and operational data

Exposure to Microsoft Copilot or AI tools would be beneficial

Reasonable Adjustments

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.