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- Tasks: Design and maintain configuration assets for a cutting-edge Advice Practice Management platform.
- Company: Leading consultancy firm in the UK with a focus on innovation.
- Benefits: Flexible remote work, competitive pay, and a chance to shape the future of wealth management.
- Why this job: Join a dynamic team and make a real impact in the wealth management sector.
- Qualifications: Experience with CRM platforms like Salesforce or MS Dynamics is essential.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading consultancy firm in the UK is seeking a Technical Business Analyst to design and maintain configuration assets for a new Advice Practice Management platform. The role requires in-depth knowledge of data capture and workflow on large CRM platforms like Salesforce or MS Dynamics, especially within the wealth management sector. This contract position offers flexibility to work hybrid or remotely, ensuring compliance with both operational and regulatory standards. Excellent collaboration skills are essential as the role involves working closely with business analysts and stakeholders.
Wealth Tech Platform Configurator & BA (Remote) 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 Wealth Tech Platform Configurator & BA (Remote)
✨Tip Number 1
Network like a pro! Reach out to folks in the wealth management sector and let them know you're on the hunt for a role. Use LinkedIn to connect with industry professionals and join relevant groups to stay in the loop.
✨Tip Number 2
Show off your skills! Create a portfolio that highlights your experience with CRM platforms like Salesforce or MS Dynamics. Include case studies or examples of how you've improved data capture and workflow in past roles.
✨Tip Number 3
Prepare for those interviews! Research the consultancy firm and understand their approach to Advice Practice Management. Be ready to discuss how your technical skills can help them meet operational and regulatory standards.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right opportunities, so take advantage of our platform to submit your application and get noticed by top employers.
We think you need these skills to ace Wealth Tech Platform Configurator & BA (Remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Wealth Tech Platform Configurator & BA. Highlight your experience with CRM platforms like Salesforce or MS Dynamics, and showcase any relevant projects in the wealth management sector.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your collaboration skills and how you can contribute to the team, especially when working with business analysts and stakeholders.
Showcase Your Technical Skills: Since this role requires in-depth knowledge of data capture and workflow, make sure to include specific examples of your technical skills. Whether it's configuring platforms or ensuring compliance, let us know what you've done!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 like Salesforce and MS Dynamics. Be ready to discuss how you've used these tools in the past, especially in wealth management. This will show that you’re not just familiar with the tech, but that you can leverage it effectively.
✨Understand the Business Side
Since this role involves working closely with business analysts and stakeholders, it’s crucial to understand the business processes behind the technology. Prepare examples of how you've aligned tech solutions with business needs in previous roles. This will demonstrate your ability to bridge the gap between tech and business.
✨Showcase Your Collaboration Skills
Collaboration is key in this position, so think of specific instances where you’ve successfully worked with teams or stakeholders. Be ready to share how you handled conflicts or differing opinions, as this will highlight your interpersonal skills and adaptability.
✨Prepare for Regulatory Questions
Given the compliance aspect of the role, be prepared to discuss how you ensure adherence to operational and regulatory standards in your work. Familiarise yourself with relevant regulations in the wealth management sector, and be ready to explain how you’ve implemented these in past projects.