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- Tasks: Support the redesign of operating models and business processes in Wealth Advice.
- Company: Join a leading Wealth Manager based in London, known for innovation.
- Benefits: Enjoy flexible working options and a dynamic work environment.
- Why this job: Be part of impactful projects that shape financial planning for clients.
- Qualifications: Strong knowledge of Financial Planning and business transformation experience required.
- Other info: Experience with X-Plan is a plus but not essential.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a leading Wealth Manager in London, and they are looking for a number of Business Analysts to support with the re-design of the operating models and business processes within their Wealth Advice/Financial Planning business.
The ideal candidate would have:
- A strong knowledge of the Financial Planning/Wealth Advice space, and a knowledge of the end to end Financial Planning process (onboarding, regulations, processes/systems), ideally having delivered a number of business transformation projects at other Financial Planning firms.
- Business change experience - i.e. experience in the re-design of operating models, business process mapping etc.
- Experience in working with, or ideally implementing X-Plan would be useful but not essential.
If this sounds of interest, please apply.
Business Analyst - Wealth Advice/Financial Planning employer: Computer Futures
Contact Detail:
Computer Futures Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst - Wealth Advice/Financial Planning
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the Wealth Advice and Financial Planning sector. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in the Wealth Management space. Attend industry events or join relevant online forums to connect with potential colleagues and learn about their experiences, which can give you valuable insights.
✨Tip Number 3
Brush up on your business process mapping skills. Being able to clearly articulate how you've contributed to redesigning operating models in past roles will set you apart from other candidates.
✨Tip Number 4
If you have experience with X-Plan, be prepared to discuss specific projects where you used this tool. If not, consider researching it to understand its functionalities, as this could come up in discussions.
We think you need these skills to ace Business Analyst - Wealth Advice/Financial Planning
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of a Business Analyst in Wealth Advice/Financial Planning. Familiarise yourself with the key skills needed, such as knowledge of financial planning processes and business transformation.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and business change. Emphasise any projects you've worked on that involved redesigning operating models or business process mapping, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that connects your background to the specific needs of the company. Mention your familiarity with the end-to-end financial planning process and any experience with tools like X-Plan, even if it's not essential.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is vital for a Business Analyst.
How to prepare for a job interview at Computer Futures
✨Know Your Financial Planning Fundamentals
Make sure you have a solid understanding of the end-to-end Financial Planning process. Brush up on key concepts like onboarding, regulations, and business processes to demonstrate your expertise during the interview.
✨Showcase Your Business Change Experience
Prepare examples of past projects where you've successfully redesigned operating models or mapped business processes. This will help illustrate your hands-on experience and ability to drive transformation in a similar environment.
✨Familiarise Yourself with X-Plan
While experience with X-Plan isn't essential, having a basic understanding of it can set you apart. Research its functionalities and how it integrates into financial planning to show your proactive approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's current challenges in Wealth Advice and Financial Planning. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
