Business Analyst - Wealth Manager - £60k base plus bonus

Saragossa; Bath; Hybrid; GBP 52,000 - 75,000; Full time

Job summary

Saragossa is seeking a Business Analyst for a Wealth Manager, hybrid role based in Bristol. You will work across the business to understand, scope and shape transformation projects before handing them over to IT for delivery. The BA supports the adviser journey with a solid financial services background.

You will join a growing team with plans to expand over the next 12–18 months. You do not need to code, but you should be comfortable discussing Power Platform, Power BI, SQL, web applications

Qualifications

• Experience as a Business Analyst in financial services.
• Strong stakeholder management abilities.
• Ability to drive requirements from idea to build-ready spec.

Responsibilities

• Collaborate across business and IT to scope transformation projects.
• Translate ideas into build-ready requirements for delivery.
• Engage with the adviser journey knowledge to shape solutions.
• Coordinate with Power Platform, Power BI and SQL discussions.
• Support integration considerations with external systems.

Skills

Stakeholder management

Requirements gathering

Financial services knowledge

BA mindset

Power Platform

Power BI

SQL

Web applications

Systems integration

Job description

Business Analyst - Wealth Manager

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.

Ready to be part of something that is still being built?