Business Analyst - Wealth Manager

Saragossa; West of England; On-site; GBP 45,000 - 65,000; Full time

Job summary

Saragossa, a wealth manager, is building a genuinely different financial advice platform. This hybrid role is based in Bristol and sits at the forefront of business-led transformation, shaping projects before IT delivery.

You will gather requirements across business and technology, manage stakeholders, and ensure the adviser journey is well understood. No hands-on coding required; you will discuss options like Power Platform, Power BI, SQL, and web integrations.

Qualifications

• Solid BA mindset and understanding of financial advice and adviser journey.
• Ability to hit the ground running in the advice side with minimal handholding.
• Strong stakeholder management and business analysis skills.

Responsibilities

• Define transformation scope and hand over to IT for delivery.
• Gather requirements across business and technology teams.
• Collaborate with stakeholders to shape front-end BA lifecycle activities.
• Translate business needs into actionable specifications for delivery teams.

Tools

Power Platform

Power BI

SQL

Web applications

Integrations

Job description

This wealth manager is building something genuinely different in financial advice, and you are joining at exactly the right moment. This is a hybrid role based in Bristol with a business that has doubled in size in the last 18 months alone.

They have completed numerous acquisitions and has ambitions to significantly accelerate that pace. The technology function sits right at the centre of that growth, not as a support function, but as a genuine commercial driver.

You will be working across the business to understand, scope and shape transformation projects before handing them over to IT for delivery.

The work sits towards the front end of the BA life cycle, which means you are the person who takes an idea and turns it into something ready to build. You will be managing stakeholders across both the business and technology sides, gathering requirements and helping this firm solve real problems rather than chasing technology for its own sake.

Right now the BA function is largely supported by one experienced individual, and there is a clear plan to grow the team over the next 12 to 18 months. You are coming in at the start of that journey.

You will need a solid BA mindset and a genuine understanding of financial advice and the adviser journey. You need to be able to hit the ground running on the advice side without a lengthy handholding period.

On the technical side, you do not need to build anything yourself, but you should be comfortable discussing options across things like Power Platform, Power BI, SQL, web applications and integrations. Some background in M&A, acquisition integration or working within a consolidating business would serve you well here. This would sit well as a strong step forward in a growing BA career within financial services.