Enable job alerts via email!

Business Analyst - Wealth Advice/Financial Planning

Computer Futures

London

On-site

GBP 45,000 - 60,000

Full time

18 days ago

Generate a tailored resume in minutes

Land an interview and earn more. Learn more

Start fresh or import an existing resume

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.

Please click here to find out more about our Key Information Documents. Please note that the documents provided contain generic information. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.

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

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.