Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside [...]

JR United Kingdom; Glasgow; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading company in wealth management is seeking a Business Analyst for a pioneering Salesforce implementation project. The candidate will take charge of business requirements, support UAT, facilitate stakeholder communication, and ensure smooth change management. This role offers competitive pay and a flexible hybrid working model.

Qualifications

• Experience implementing Salesforce in a wealth management firm.
• Proficient in visualisation tools for documenting processes.
• Experience in Agile delivery teams using Scrum or Kanban.

Responsibilities

• Capture, define, and document business requirements.
• Lead workshops and present to key stakeholders.
• Work with teams to translate business requirements into technical specifics.

Skills

Salesforce knowledge

Stakeholder communication

Data analysis

Jira

Confluence

Scrum

Kanban

Gap analysis

Tools

Visio

Draw.io

Miro

Job description

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Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside / 850 Inside | Hybrid, LDN | 6 Months Rolling, Greenfield

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Client:

VirtueTech Recruitment Group

Location:

Greenfield, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside / 850 Inside | Hybrid, LDN | 6 Months Rolling

Business Analyst with extensive experience in Salesforce is required for a Wealth Management house. With their continued growth and onboarding new clients, they now aim to deliver an external Digital Onboarding journey for their clients. This BA will work within the Change Team on the full Project lifecycle covering business requirements analysis, functional specification of changes, testing as required and support of UAT.

As the Business Analyst, you will be needed to deliver Change to a high standard, in particular giving consideration to Business Readiness and Go Live implementation. As well as translating user requirements into recognised documentation formats, including specifications, user stories, workflows, and secure stakeholder signoffs. As a Business Analyst you should also draw on your previous experience within the Salesforce tech stack to demonstrate good Business Analyst outcomes and deliverables.

?This role can pay up to £700/Day Outside IR35 / £850/day inside

? 2-3 days per week in the office

?Based in Liverpool Street

?? Salesforce knowledge/implementation, Jira and Confluence, Proficiencies in/but not limited to Visio, Draw.io, Miro. Scrum or Kanban experience.

Knowledge Requirements:Wealth management experience preferable, Financial Services accepted

Responsibilities of this Business Analyst with specific experience include carrying out data analysis by identifying sources, gap analysis, requirements for migration and integration to new or existing systems. In turn drive evaluation of complex workflows and processes through advanced visualisation and stakeholder communication, ensuring alignment with organisational goals and compliance or regulatory standards.

Key responsibilities required for the Business Analyst include:

• Capture, define, prioritise, document and explain business requirements based on project or business objectives and outcomes.
• Lead and facilitate meetings and workshops and confidently present to key stakeholders.
• Identify operational impacts and support operational readiness activities to ensure change is embedded successfully.
• Work with development teams to ensure business requirements are successfully translated into technical requirements.
• Work in alignment with testing colleagues to define test scope and strategy and support with test execution where required

Essential experience of the Business Analyst include:

• Experience implementing Salesforce in a wealth / asset / investment management firm.
• Proficiency in visualisation tools such as Visio, Draw.io, Miro to document business processes and client journeys.
• Experience working in Agile delivery teams using Scrum or Kanban, including participation in different Scrum ceremonies.
• Proven ability to facilitate stakeholders in drawing out clear and unambiguous requirements.

If you would like to apply, please send your latest CV to this post or directly [emailprotected]

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside / 850 inside | Hybrid, LDN | 6 Months Rolling