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- Tasks: Design and implement configurations for a new Advice Practice Management platform.
- Company: Join a forward-thinking company in the wealth management sector.
- Benefits: Flexible working options, competitive pay, and opportunities for professional growth.
- Why this job: Be part of an agile team and shape innovative solutions that impact clients directly.
- Qualifications: Experience with CRM platforms and strong collaboration skills are essential.
- Other info: Contract role with potential for career advancement in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
The Technical Business Analyst is responsible for designing, implementing, testing and maintaining a diverse range of configuration assets in a new Advice Practice Management platform being launched by our client. Working in the delivery programmes configuration workstream, you will work closely with Business Analysts in an agile delivery team to translate business requirements specifications into build specifications. You will base your hands-on configuration implementation on these specifications, ensuring that the platform meets client, operational, and regulatory requirements, and delivers a high quality user experience for customers and all other users.
You will collaborate closely with the platform vendors Product Managers and Analyst Testers as the product matures and configuration tool features are released, including on defect triage, prioritisation and resolution. You will also work with the configuration teams Business Analysts to ensure appropriate and timely communication of configuration documentation across the programme. This role is a contract position for an initial 6 months working inside IR35 and on a hybrid or remote basis.
Platform Configuration & Maintenance- Configure and maintain platform components including:
- Document templates for suitability reports, progress check reports and other key advice-related client documentation
- Client profiles and advice firm hierarchies
- Advice and service case workflow definitions
- Advice case data capture
- Fact finds and risk questionnaires
- Advice panels and fee models
- User role profiles and permissions
Ensure configuration implementations adhere to specifications, aligning with product design, regulatory requirements, and operational best practices. Follow change and version management best practices, always ensuring a high degree of control over live and development configuration states. Work with the platform vendor to manage and migrate configuration changes across development, test and production environments.
Quality Assurance & Testing- Perform unit testing and provide configuration-related support for integration, non-functional and user acceptance testing (UAT).
- Validate configuration outcomes against business requirements and expected client behaviour.
- Work closely with Business Analysts and the vendor to identify, record, triage and resolve configuration defects.
- Work collaboratively in a dynamic and geographically dispersed delivery team, embracing rapidly evolving requirements and product features, and embracing agile ways of working.
- When required, participate in workshops with internal stakeholders, supporting the Business Analysts to clarify requirements and propose appropriate configuration-based solutions.
- Contribute to the teams development of implementation plans, configuration timelines and delivery milestones.
- Produce and maintain clear configuration documentation, including:
- Implementation design documents
- Detailed configuration specifications and data dictionaries
- Change impact assessments
- Operational and support guides
Ensure that configuration documentation is kept up to date and specified to a high degree of detail and accuracy. Support knowledge transfer to other members of the configuration team, avoiding or resolving key person dependencies, and where required provide platform configuration expertise to other programme and operational teams.
Essential Experience- Deep hands-on experience in data capture, workflow and/or document production configuration on large scale CRM platform implementations (e.g. Salesforce, MS Dynamics), ideally within the wealth management sector and in a cloud-based/SaaS environment.
- Experience with wealth management platforms, investment administration systems, or fintech SaaS products, and especially Advice CRM platforms.
- A strong understanding of wealth management concepts, processes and operations.
- Experience working collaboratively with Business Analysts to ensure simultaneous and consistent delivery of both detailed configuration specifications and configuration assets in the platform.
- Familiarity with regulatory concepts affecting wealth management (e.g. FCA requirements, MiFID II, suitability, reporting).
- An understanding of data models, APIs or system integrations (no coding required).
- System testing experience.
Technical Business Analyst employer: Arena do Tempo - Celebrants in Portugal
Contact Detail:
Arena do Tempo - Celebrants in Portugal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Business Analyst
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, attend meetups or webinars, and don’t be shy about sliding into DMs on LinkedIn. Building connections can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to Technical Business Analysis. Think about how your experience aligns with the job description and be ready to share specific examples of your past work.
✨Tip Number 3
Showcase your skills through a portfolio or case studies. If you’ve worked on relevant projects, put together a presentation or document that highlights your contributions and the impact they had.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Technical Business Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Business Analyst role. Highlight your hands-on experience with configuration on CRM platforms and any relevant projects you've worked on. We want to see how your skills align with what we're looking for!
Showcase Your Experience: In your cover letter, don't just list your experiences—tell us how they relate to the job. Share specific examples of how you've collaborated with Business Analysts or managed configuration changes. This helps us see you in action!
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially when it comes to complex topics like configuration and testing.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates about your application status. Plus, it’s super easy!
How to prepare for a job interview at Arena do Tempo - Celebrants in Portugal
✨Know Your Tech Inside Out
Make sure you brush up on your knowledge of CRM platforms, especially those like Salesforce or MS Dynamics. Be ready to discuss your hands-on experience with data capture and workflow configuration, as well as how you've tackled challenges in previous projects.
✨Understand the Wealth Management Landscape
Familiarise yourself with key concepts in wealth management, including regulatory requirements like FCA and MiFID II. This will not only show your expertise but also demonstrate your commitment to understanding the industry you're stepping into.
✨Showcase Your Collaboration Skills
Since this role involves working closely with Business Analysts and vendors, be prepared to share examples of how you've successfully collaborated in agile teams. Highlight any workshops or meetings where you clarified requirements or proposed solutions.
✨Prepare for Quality Assurance Questions
Expect questions about your approach to testing and quality assurance. Be ready to discuss how you've validated configuration outcomes against business requirements and how you’ve handled defect triage and resolution in past roles.