Business Analyst

Inicio Talent; Greater London; Presencial; GBP 101.000 - 129.000; Jornada completa

Descripción de la vacante

Inicio Talent is seeking a Senior Business Analyst for a London-based private equity-backed UK financial services business. The role focuses on improving client and adviser journeys through the financial advice process, from fact-finding and attitude to risk to suitability and onboarding.

You will own discovery on priorities, map current processes, challenge simplifications, and turn changes into requirements for the team to build and test within an agile delivery model.

Formación

• Experience in UK financial planning or wealth management journeys.
• Led discovery independently and validated designs with users.
• Translate findings into rules, user stories and acceptance criteria with regulatory controls.

Responsabilidades

• Own discovery on priorities with advisers, operations, product and developers.
• Map current processes, challenge simplifications and streamline where possible.
• Convert changes into testable requirements for development and testing.

Conocimientos

Business analysis

Financial services domain

Discovery & requirements

Agile collaboration

Regulatory controls

User stories

Herramientas

Curo

Workflow automation

Descripción del empleo

Senior Business Analyst – Financial Advice

London | 6 months | ASAP start

We are recruiting a contract business analyst for a private equity-backed UK financial services business. The team is improving how clients and advisers move through the financial advice process, from fact-finding and attitude to risk through to suitability and onboarding.

You’ll take ownership of discovery on agreed priorities, working directly with advisers, operations, product and developers. You’ll map how the process works today, challenge where it could be simpler and turn the agreed changes into requirements the team can build and test.

What we’re looking for

• Strong business analysis experience in UK financial planning, wealth management or an IFA business, with direct experience of client or adviser journeys.
• Evidence of leading discovery independently and validating process designs with the people who use them.
• Experience turning findings into business rules, user stories and testable acceptance criteria, including regulatory controls and exceptions.
• Confidence working directly with developers in an agile product team and supporting refinement and UAT.

Experience with adviser technology such as Curo, workflow automation or AI discovery would be useful.

Engagement

Outside IR35 contract, subject to a status assessment. The client is also open to a day-rate contract via an umbrella company or a 6-month FTC, depending on your preference.

The sector experience is imperative.