Business Analyst | Wealth Management | Salesforce Client Onboarding | £700/Day Outside IR35 | H[...]

JR United Kingdom; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading company in wealth management is seeking a Business Analyst for a greenfield Salesforce implementation project. This role involves extensive collaboration with stakeholders to deliver high-quality change initiatives, ensuring effective onboarding and compliance with regulatory standards. The ideal candidate will have strong experience in Salesforce and a background in wealth management, with a focus on data analysis and process visualization.

Qualifications

• Proven experience in wealth/asset/investment management.
• Experience implementing Salesforce in relevant firms.
• Proficiency in visualization tools for documenting processes.

Responsibilities

• Capture and document business requirements based on objectives.
• Lead meetings and workshops, present to stakeholders.
• Work with development teams to translate requirements into technical specs.

Skills

Salesforce knowledge

Data analysis

Stakeholder communication

Agile delivery

Facilitation

Tools

Jira

Confluence

Visio

Draw.io

Miro

Job description

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Business Analyst | Wealth Management | Salesforce Client Onboarding | £700/Day Outside IR35 | Hybrid, LDN | 6 Months Rolling, london

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Client:

VirtueTech Recruitment Group

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

25.05.2025

Expiry Date:

09.07.2025

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Job Description:

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside IR35 | 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.

Details for the Business analyst :

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

?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: Strong experience in Wealth / Asset / Investment Management, understanding the processes, workflow and deal lifecycle

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 to [emailprotected]

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside IR35 | Hybrid, LDN | 6 Months Rolling