Business Analyst

yolk recruitment; Gloucester; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Long-term career development

Job summary

Yolk Recruitment is seeking a Business Analyst based in Gloucester, England. This role involves working closely with various stakeholders to improve processes and enhance the client journey within a financial advice business.

The ideal candidate has experience in financial advice or wealth management, strong stakeholder engagement skills, and a knack for identifying practical solutions.

This position offers hybrid working with competitive salary and benefits.

Qualifications

• Experience in financial advice or wealth management.
• Strong stakeholder engagement and communication skills are essential.
• Ability to improve processes and support change effectively.

Responsibilities

• Work with stakeholders to identify improvement opportunities.
• Map current and future state processes.
• Support project discovery and requirements gathering.

Skills

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

Tools

Power BI

Excel

Job description

Business Analyst

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

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 development