Senior Business Analyst – Financial Advice & Wealth Tech

Inicio Talent; Greater London; Vor Ort; GBP 101.000 - 129.000; Vollzeit

Zusammenfassung

Inicio Talent is seeking a Senior Business Analyst for a London-based private equity-backed UK financial services business. The role focuses on improving client and adviser journeys through the financial advice process, from fact-finding and attitude to risk to suitability and onboarding.

You will own discovery on priorities, map current processes, challenge simplifications, and turn changes into requirements for the team to build and test within an agile delivery model.

Qualifikationen

• Experience in UK financial planning or wealth management journeys.
• Led discovery independently and validated designs with users.
• Translate findings into rules, user stories and acceptance criteria with regulatory controls.

Aufgaben

• Own discovery on priorities with advisers, operations, product and developers.
• Map current processes, challenge simplifications and streamline where possible.
• Convert changes into testable requirements for development and testing.

Kenntnisse

Business analysis

Financial services domain

Discovery & requirements

Agile collaboration

Regulatory controls

User stories

Tools

Curo

Workflow automation

Jobbeschreibung

Inicio Talent is seeking a Senior Business Analyst for a London-based private equity-backed UK financial services business. The role focuses on improving client and adviser journeys through the financial advice process, from fact-finding and attitude to risk to suitability and onboarding.

You will own discovery on priorities, map current processes, challenge simplifications, and turn changes into requirements for the team to build and test within an agile delivery model.