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- Tasks: Join a dynamic team as a Business Analyst, driving digital onboarding for clients.
- Company: VirtueTech Recruitment Group is a leading player in wealth management solutions.
- Benefits: Earn up to £700/day, enjoy hybrid work, and gain valuable experience.
- Why this job: Be part of an exciting Salesforce implementation project with real impact on client journeys.
- Qualifications: Experience in Salesforce and wealth management is essential; Agile knowledge preferred.
- Other info: This role offers a 6-month rolling contract with opportunities for growth.
Business Analyst with extensive experience in Salesforce is required for a Wealth Management house. With their continued growth and onboarding new clients, they now aim to deliver an external Digital Onboarding journey for their clients. This BA will work within the Change Team on the full Project lifecycle covering business requirements analysis, functional specification of changes, testing as required and support of UAT.
As the Business Analyst, you will be needed to deliver Change to a high standard, in particular giving consideration to Business Readiness and Go Live implementation. As well as translating user requirements into recognised documentation formats, including specifications, user stories, workflows, and secure stakeholder signoffs. As a Business Analyst you should also draw on your previous experience within the Salesforce tech stack to demonstrate good Business Analyst outcomes and deliverables.
Details for the Business Analyst:
- This role can pay up to £700/Day Outside IR35
- 3 days per week in the office
- Based in Liverpool Street
Knowledge Requirements:
- Strong experience in Wealth / Asset / Investment Management, understanding the processes, workflow and deal lifecycle
Responsibilities of this Business Analyst with specific experience include carrying out data analysis by identifying sources, gap analysis, requirements for migration and integration to new or existing systems. In turn drive evaluation of complex workflows and processes through advanced visualisation and stakeholder communication, ensuring alignment with organisational goals and compliance or regulatory standards.
Key responsibilities required for the Business Analyst include:
- Capture, define, prioritise, document and explain business requirements based on project or business objectives and outcomes.
- Lead and facilitate meetings and workshops and confidently present to key stakeholders.
- Identify operational impacts and support operational readiness activities to ensure change is embedded successfully.
- Work with development teams to ensure business requirements are successfully translated into technical requirements.
- Work in alignment with testing colleagues to define test scope and strategy and support with test execution where required.
Essential experience of the Business Analyst include:
- Experience implementing Salesforce in a wealth / asset / investment management firm.
- Proficiency in visualisation tools such as Visio, Draw.io, Miro to document business processes and client journeys.
- Experience working in Agile delivery teams using Scrum or Kanban, including participation in different Scrum ceremonies.
- Proven ability to facilitate stakeholders in drawing out clear and unambiguous requirements.
If you would like to apply, please send your latest CV to this post or directly to [emailprotected].
Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside [...] employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside [...]
✨Tip Number 1
Familiarise yourself with the specific Salesforce features relevant to wealth management. Understanding how Salesforce can be tailored for onboarding clients in this sector will give you an edge during discussions with potential employers.
✨Tip Number 2
Network with professionals in the wealth management and Salesforce communities. Attend industry events or webinars to connect with others who may have insights or leads on job opportunities, including our openings at StudySmarter.
✨Tip Number 3
Brush up on your Agile methodologies, particularly Scrum and Kanban. Being able to demonstrate your experience in these frameworks will be crucial, as many companies look for candidates who can seamlessly integrate into their existing teams.
✨Tip Number 4
Prepare to discuss your previous projects in detail, especially those involving data analysis and stakeholder communication. Highlighting your ability to translate complex requirements into actionable plans will showcase your value as a Business Analyst.
We think you need these skills to ace Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £700/Day Outside [...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Salesforce and wealth management. Use specific examples that demonstrate your ability to deliver change and support UAT, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that addresses the specific requirements mentioned in the job description. Emphasise your experience with Agile methodologies, stakeholder communication, and your proficiency in visualisation tools like Visio and Miro.
Showcase Relevant Experience: In your application, clearly outline your previous roles related to business analysis within wealth or asset management. Highlight any successful projects where you implemented Salesforce solutions and how you contributed to their success.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Business Analyst role.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Salesforce Expertise
Make sure to highlight your experience with Salesforce, especially in the context of wealth management. Be prepared to discuss specific projects where you implemented Salesforce solutions and how they benefited the organisation.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle real-world scenarios. Think of examples from your past experiences where you successfully captured business requirements or facilitated stakeholder meetings.
✨Familiarise Yourself with Agile Methodologies
Since the role involves working in Agile delivery teams, brush up on Scrum and Kanban principles. Be ready to discuss how you've applied these methodologies in previous roles and how they contributed to project success.
✨Demonstrate Strong Communication Skills
As a Business Analyst, effective communication is key. Practice articulating your thoughts clearly and confidently, especially when explaining complex concepts or presenting to stakeholders. This will show your ability to bridge the gap between technical teams and business needs.
