Business Analyst

2plan wealth management Ltd; Leeds; Hybrid; GBP 32,000 - 54,000; Full time

Benefits offered by this job

Bonus scheme 7.5%

Pension match 10%

Critical illness cover

Death in service 4x salary

27 days holiday + bank holidays + buy

Private medical insurance

Dental insurance

Job summary

2plan wealth management Ltd is seeking a Business Analyst to deliver business change and technology improvements. You will bridge business objectives with solutions, gathering requirements from stakeholders and translating them for tech and operations teams.

The role emphasizes process analysis, governance artefacts and end-to-end change delivery. The position is hybrid, based three days a week in the Leeds office, with a salary up to £54,000, a 7.5% on-target bonus, and a pension scheme

Qualifications

• Experience within the financial services industry is advantageous
• Proven experience in business and systems analysis, translating business needs into functional and technical requirements
• Proficiency in data analysis tools and software (e.g., SQL, Excel, Tableau)
• Experience with project management tools and methodologies is advantageous

Responsibilities

• Lead business and systems analysis across a range of change and IT improvement projects within 2plan.
• Gather, challenge and document business requirements through stakeholder workshops, interviews and feedback sessions.
• Translate business needs into clear functional and technical requirements for technology and delivery teams.
• Analyse processes, workflows and data to identify opportunities for operational and technology improvements.
• Produce high-quality project documentation, including process maps, use cases, requirements and governance artefacts.
• Act as the key link between business stakeholders, technology teams, third-party suppliers and testing teams to ensure successful delivery.
• Support end-to-end change initiatives, including process redesign, implementation, testing, training and benefits realisation.

Skills

Business Analysis

Stakeholder Engagement

Requirements Gathering

Process Modelling

Education

Lean Six Sigma

Tools

SQL

Excel

Tableau

Job description

We are looking for a Business Analyst to join 2plan and play a key role in delivering business change and technology improvement initiatives across the organisation. Working closely with stakeholders at all levels, you will be responsible for identifying, analysing and translating business needs into clear, actionable requirements for both technology and operational teams. Acting as the bridge between business objectives and solutions, you will support the successful delivery of change projects by analysing processes, systems and services, ensuring improvements drive efficiency, enhance client outcomes and align with wider business goals. You will also work closely with the Group Change teams to promote consistency, best practice and effective delivery across the organisation.

This is a hybrid role, based 3 days a week from the Leeds office.

The benefits:

• Salary - Up to £54,000
• Bonus scheme - on target bonus - 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:

• Lead business and systems analysis across a range of change and IT improvement projects within 2plan.
• Gather, challenge and document business requirements through stakeholder workshops, interviews and feedback sessions.
• Translate business needs into clear functional and technical requirements for technology and delivery teams.
• Analyse processes, workflows and data to identify opportunities for operational and technology improvements.
• Produce high-quality project documentation, including process maps, use cases, requirements and governance artefacts.
• Act as the key link between business stakeholders, technology teams, third-party suppliers and testing teams to ensure successful delivery.
• Support end-to-end change initiatives, including process redesign, implementation, testing, training and benefits realisation.

What will you need to succeed?

Qualifications/ Experience:

• Experience within the financial services industry is advantageous
• Proven experience in business and systems analysis, translating business needs into functional and technical requirements
• Proficiency in data analysis tools and software (e.g., SQL, Excel, Tableau)
• Relevant qualifications such as Lean Six Sigma are advantageous
• Experience with project management tools and methodologies is advantageous

Knowledge:

• Understanding of business process analysis and business process modelling/re-engineering
• Understanding of structured analysis and project management methodologies
• Previous experience of designing new processes and their validation, understanding drivers for change and articulating high level business/operational/IT requirements
• Wealth management, mortgage, and protection services knowledge is advantageous

Skills and Competencies:

• Analytical Thinking and Quantitative Skills: Ability to analyse complex data and derive meaningful insights
• Structured: Methodical and structured approach to requirements analysis and process modelling/ re-engineering
• Communication: Excellent interpersonal and communication skills, both verbal and written
• Problem-Solving: Strong problem-solving skills with a focus on practical solutions and attention to detail
• Adaptability: Ability to adapt to changing business environments and priorities.
• Team Collaboration: Ability to work effectively in a team-oriented environment
• Facilitation skills: Able to ensure wide understanding and buy-in, able to simplify complexity for wider understanding

Why us?

2Plan Wealth Management was Launched in July 2007 and we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.

At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities – just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.