Business Analyst

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

To deliver process and technology changes across FS Platforms. The primary role will involve analysis, requirements gathering, development of epics and user stories, solution design, functional testing, UAT execution and co-ordination, and business readiness including training. The analyst will mobilise cross-functional teams in order to articulate and clearly define the objectives, user stories and the critical success factors of any changes. Based on this understanding, the business analyst will be responsible for designing and clearly documenting the solution, covering where applicable, any required process changes, application functionality, usability and logical data structures. The business analyst will need to work closely with in-house and third-party developers to deliver the solution.

Qualifications

Key Responsibilities

• Lead cross-functional teams to define scope and requirements in the form of epics and user stories
• Prepare test approach, scripts and acceptance criteria in support of initiatives in delivery where applicable
• Adhere to Evelyn Partners' quality standards completing the relevant documents and templates including the updating of Jira
• Document clear, traceable and testable requirements and functional design specifications
• Ensure all impacted stakeholders sign off on requirements and testing
• Deliver user training in relation to solutions delivered and in support of requirements across FS Platforms

Skills, Experience & Qualifications

• Has used recognised business analysis and project management techniques and methodologies. Required
• Precious experience as a Business Analyst working on a range of projects during: Required
• Analysis & Design Required
• System & Functional Testing Required
• User Acceptance Testing Required
• Application Implementation Required

Professional Qualifications and Education

• Professional qualifications, including professional body - desirable
• University qualification(s) - desirable
• ISEB (or equivalent) qualification would be beneficial. Required

Additional Information

Key Competencies

• Effective communication and presentation skills that can be used with both technical and business audiences
• Decision making & facilitation skills that can be used to assist senior members of staff with making quick and effective decisions
• Self-starter, uses own initiative & drives the delivery of a solution
• Clear and logical thinker with strong attention to detail
• Strong focus on 'can do' and able to discuss issues in a positive and constructive manner
• Tenacious, able to work to a demanding schedule and deliver to specific deadlines

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (role dependent)

• Generous holiday package

• Option to purchase additional holiday

• Shared parental leave

• Fully funded training towards professional qualifications

• Cycle to work scheme

• Season ticket loan

• Eye care support