Business Analyst

Business AnalystBristol | 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 with a genuine understanding of how a UK financial advice business operates.

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.

Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology.

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.

Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams.

Mapping current and future state processes.

Supporting project discovery and requirements gathering activities.

Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews.

Using operational and client data to measure the impact of change and identify further improvement opportunities.

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

4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role.

Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing.

A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements.

Experience improving business processes and operational efficiency.

Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions.

Excellent stakeholder engagement and communication skills.

Strong organisational skills and attention to detail.

Nice To Have

Experience with CRM systems, adviser platforms, workflow tools or client portals.

Power BI, Excel or MI reporting experience.

Knowledge of FCA-regulated environments and Consumer Duty.

Experience supporting UAT, system migrations or technology-enabled change.

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 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!