Business Analyst: Adviser Journey & Process Improvement

OpenSource; West of England; On-site; GBP 45,000 - 65,000; Full time

Job summary

OpenSource in Bristol is seeking an experienced Business Analyst who understands the UK financial advice sector and can improve adviser journeys and client experience.

You will map journeys, run workshops, gather requirements, produce user stories, support UAT and work with CRM and related systems to implement improvements.

The role focuses on end-to-end adviser journey improvements and operates across advisers, paraplanners, operations, compliance and technology.

Qualifications

• Strong understanding of the UK financial advice sector.
• Around four or more years of industry experience.
• Experience with CRM, workflow, back office or client-facing technology.
• Strong Excel and Microsoft 365 skills.
• Power BI, SQL, Visio and UAT experience would be useful but not essential.

Responsibilities

• Map existing and future adviser and client journeys.
• Run workshops and discovery sessions with business stakeholders.
• Gather and document business requirements.
• Produce user stories, process maps and acceptance criteria.
• Work closely with technology teams through delivery, testing and implementation.
• Support UAT and rollout of new systems and processes.
• Identify operational inefficiencies and opportunities for automation.
• Manage risks, dependencies and actions across multiple change initiatives.
• Use data to measure adoption and the impact of delivered changes.

Skills

Finance sector knowledge

Excel & MS 365

Analytical thinking

Stakeholder management

Tools

CRM

Workflow tools

Back office systems

Power BI

SQL

Visio

Job description

OpenSource in Bristol is seeking an experienced Business Analyst who understands the UK financial advice sector and can improve adviser journeys and client experience.

You will map journeys, run workshops, gather requirements, produce user stories, support UAT and work with CRM and related systems to implement improvements.

The role focuses on end-to-end adviser journey improvements and operates across advisers, paraplanners, operations, compliance and technology.