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For Companies At a Glance
- Tasks: Join our team to implement a cutting-edge financial planning system and enhance client services.
- Company: Be part of RBC, a leading wealth management firm dedicated to innovation and client success.
- Benefits: Enjoy flexible working options, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact in financial planning while collaborating with diverse teams in a dynamic environment.
- Qualifications: Experience in financial planning and strong analytical skills are essential; familiarity with X-plan is a plus.
- Other info: Ideal for those passionate about transforming wealth advice through technology.
The predicted salary is between 43200 - 72000 £ per year.
Project description
Our Wealth Management client is implementing a new 3rd party Wealth Advice / Financial Planning (FP) system into a core Wealth Advice proposition. This will include implementing the 3rd party application (Iress X-plan) end to end including the digital portal to replace an existing FP application, to deliver improvements to the existing FP operating model and enable the future strategic direction for Wealth Advice in RBC BD. The role is to work as a Business Analyst with the existing Business stakeholders and Business Change team to successfully deliver X-plan into the business operating model of the existing core Advice proposition.
Knowledge/Experience
- Experience of working in Financial Planning - either within large financial institutions or independent financial advisers.
- The candidate should have knowledge of the Financial Planning / Regulated Advice process and the products and providers that are inherent to this.
- A knowledge of the end to end financial planning, product implementation, fees charging and processing / reconciling processes is a requirement.
- Experience of carrying out analysis to articulate operating model / processes, specify solutions & solve problems as part of delivering a project, allowing credible conversations with stakeholders over the operating model and project related subjects / issues.
- Able to work collaboratively within own Change Team and wider stakeholder ‘Matrix’ team.
- Experience of the X-plan application and implementation of it may also be desirable but is not a necessary requirement.
Skills
- Testing analysis / preparation and conduct Business Analysis.
- Sophisticated-stakeholder management.
- Training materials preparation and delivery.
Background
- Private Client Wealth Advice / Financial Planning within large Banks or Financial Institutions (Preferred), or independent Financial Advisers.
Contact Detail:
Albany Beck Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Business Analyst - Wealth Management
✨Tip Number 1
Network with professionals in the Wealth Management sector, especially those who have experience with financial planning systems like Iress X-plan. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in financial planning and wealth management. This knowledge will help you engage in meaningful conversations with stakeholders and demonstrate your understanding of the industry.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter or similar companies to gain insights into the company culture and expectations for the Senior Business Analyst role. This can provide you with valuable information to tailor your approach.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that showcase your ability to analyse and improve business processes. Highlight any relevant projects where you successfully implemented financial planning solutions or worked with stakeholders to drive change.
We think you need these skills to ace Senior Business Analyst - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Financial Planning and Business Analysis. Emphasise any work you've done with financial institutions or independent advisers, and showcase your understanding of the Financial Planning process.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Senior Business Analyst position specifically within Wealth Management. Mention your familiarity with the X-plan application if applicable, and how your skills align with the job requirements.
Showcase Your Analytical Skills: Provide examples in your application that demonstrate your ability to analyse processes and articulate solutions. Highlight any past projects where you successfully delivered improvements to operating models or processes.
Highlight Stakeholder Management Experience: Discuss your experience in managing stakeholders effectively. Provide specific instances where you collaborated with teams or individuals to achieve project goals, as this is crucial for the role.
How to prepare for a job interview at Albany Beck
✨Showcase Your Financial Planning Knowledge
Make sure to highlight your experience in financial planning during the interview. Discuss specific projects you've worked on, particularly those involving regulated advice processes and product implementations, as this will demonstrate your understanding of the industry.
✨Prepare for Stakeholder Conversations
Since the role involves working closely with various stakeholders, be ready to discuss how you've successfully managed stakeholder relationships in the past. Prepare examples that showcase your ability to communicate effectively and resolve conflicts.
✨Familiarise Yourself with X-plan
While experience with the X-plan application is not mandatory, having a basic understanding of it can set you apart. Research its features and functionalities so you can speak knowledgeably about how it fits into the wealth management landscape.
✨Demonstrate Problem-Solving Skills
Be prepared to discuss specific challenges you've faced in previous roles and how you approached solving them. This will illustrate your analytical skills and your ability to contribute to the successful delivery of projects.
