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

Saragossa; Bradley Stoke; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Saragossa is hiring a Business Analyst to shape transformation projects in wealth management. This hybrid role is based in Bristol, working across business and IT to turn ideas into build-ready requirements.

You will engage stakeholders, understand the adviser journey, and discuss options across Power Platform, Power BI, SQL, and web integrations. A solid BA mindset in financial services will help you hit the ground running.

Qualifications

• Solid BA mindset and solid understanding of the adviser journey in financial services.
• Experience gathering requirements across business and technology with clear traceability.
• Ability to hit the ground running on the adviser side with minimal handholding.
• Comfort discussing options across Power Platform, Power BI, SQL, web applications and integrations.

Responsibilities

• Gather, shape and document business requirements for transformation projects.
• Manage stakeholders across business and IT to ensure delivery alignment.
• Work at the front end of the BA lifecycle, turning ideas into build-ready specifications.
• Collaborate with IT to hand over requirements and support solution delivery.

Skills

Stakeholder management

Business analysis

Tools

Power Platform

Power BI

SQL

Web apps & integrations

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?