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- Tasks: Support the redesign of operating models and business processes in Wealth Advice/Financial Planning.
- Company: Join a leading Wealth Manager in London, known for innovation and excellence.
- Benefits: Enjoy flexible working options and a dynamic corporate culture.
- Why this job: Be part of impactful business transformation projects in a thriving industry.
- Qualifications: Strong knowledge of Financial Planning processes and business change 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 Analyst's 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.
Please click here to find out more about our Key Information Documents. Please note that the documents provided contain generic information. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.
To find out more about Computer Futures please visit XX XX XX XX XX
Computer Futures, a trading division of SThree Partnership LLP is acting as an Employment Business in relation to this vacancy | Registered office | 8 Bishopsgate, London, EC2N 4BQ, United Kingdom | Partnership Number | OC387148 England and Wales
Business Analyst - Wealth Advice/Financial Planning (IT) 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 (IT)
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the Financial Planning and Wealth Advice 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 your experience in redesigning operating models will set you apart from other candidates and show that you can contribute effectively from day one.
✨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 during the interview process.
We think you need these skills to ace Business Analyst - Wealth Advice/Financial Planning (IT)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Business Analyst in the Wealth Advice/Financial Planning sector. Familiarise yourself with the key processes and challenges in this field.
Tailor Your CV: Highlight your relevant experience in financial planning and business transformation projects. Use specific examples that demonstrate your knowledge of operating models and business process mapping.
Craft a Compelling Cover Letter: Write a cover letter that connects your skills and experiences to the job description. Emphasise your understanding of the end-to-end financial planning process and any relevant tools like X-Plan.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial for a Business Analyst role.
How to prepare for a job interview at Computer Futures
✨Showcase Your Financial Knowledge
Make sure to highlight your understanding of the Financial Planning and Wealth Advice space. Be prepared to discuss the end-to-end Financial Planning process, including onboarding and regulations, as this will demonstrate your expertise in the field.
✨Discuss Business Transformation Experience
Share specific examples of business transformation projects you've worked on. Focus on your role in redesigning operating models and mapping business processes, as this experience is crucial for the position.
✨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 processes to show your initiative.
✨Prepare Questions About the Role
Think of insightful questions to ask during the interview. This shows your interest in the role and helps you understand how you can contribute to the company's goals, particularly in their Wealth Advice/Financial Planning business.
