Business Analyst - Wealth Advice/Financial Planning

Computer Futures; London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading Wealth Manager in London is seeking multiple Business Analysts to aid in redesigning their operating models and business processes in the Wealth Advice/Financial Planning sector. The ideal candidates will have solid expertise in Financial Planning, experience with business change, and may have utilized X-Plan. This role represents a significant opportunity for professionals looking to engage deeply within the financial services landscape.

Qualifications

• Strong knowledge of Financial Planning and Wealth Advice.
• Experience in redesigning operating models and business process mapping.
• Experience with X-Plan is useful but not essential.

Responsibilities

• Support the redesign of operating models and business processes.
• Conduct business transformation projects within Wealth Advice.

Skills

Business change

Financial Planning

Wealth Advice

Tools

X-Plan

Job description

Our client is a leading Wealth Manager in London, and they are looking for a number of Business Analyst's to support with the re-design of the operating models and business processes within their Wealth Advice/Financial Planning business.

The ideal candidate would have:

• A strong knowledge of the Financial Planning/Wealth Advice space, and a knowledge of the end to end Financial Planning process (onboarding, regulations, processes/systems), ideally having delivered a number of business transformation projects at other Financial Planning firms.
• Business change experience - i.e. experience in the re-design of operating models, business process mapping etc.
• Experience in working with, or ideally implementing X-Plan would be useful but not essential.

If this sounds of interest, please apply.

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To find out more about Computer Futures please visit www.computerfutures.com

Computer Futures, a trading division of SThree Partnership LLP is acting as an Employment Business in relation to this vacancy | Registered office | 8 Bishopsgate, London, EC2N 4BQ, United Kingdom | Partnership Number | OC387148 England and Wales