Wealth Tech Transformation BA (Hybrid)

Saragossa; West of England; Hybrid; 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

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.