Business Analyst - Wealth Advice/Financial Planning

ZipRecruiter; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading Wealth Manager in London is looking for Business Analysts to optimize their Wealth Advice and Financial Planning operations. The successful candidate will have a solid grounding in Financial Planning processes and experience in business change. This role involves collaborating in projects aimed at enhancing business operation models and utilizing knowledge of financial regulations.

Qualifications

• Strong knowledge of Financial Planning and regulations.
• Experience delivering business transformation projects.
• Ideally experienced with X-Plan.

Responsibilities

• Support redesign of operating models.
• Business process mapping.
• Assist in Financial Planning/Wealth Advice improvements.

Skills

Knowledge of Financial Planning

Business Change Experience

Process Mapping

Tools

X-Plan

Job description

Job Description

Our client is a leading Wealth Manager in London, seeking Business Analysts to support the re-design of operating models and business processes within their Wealth Advice/Financial Planning division.

The ideal candidate will have:

• Strong knowledge of the Financial Planning/Wealth Advice sector, including end-to-end processes such as onboarding and compliance, with experience in delivering business transformation projects in Financial Planning firms.
• Experience in business change, including re-designing operating models and process mapping.
• Experience with or knowledge of X-Plan is advantageous but not essential.

If interested, please apply.

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To learn more about Computer Futures, visit www.computerfutures.com

Computer Futures, a division of SThree Partnership LLP, acts as an Employment Business for this vacancy. Registered office: 8 Bishopsgate, London, EC2N 4BQ, UK. Partnership Number: OC387148 England and Wales.