Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead transformative projects in Wealth Management and optimise operational processes.
- Company: Next-gen financial services group redefining investment platforms.
- Benefits: Up to £80,000 salary, 34 days holiday, private medical insurance, and more.
- Why this job: Make a real impact on the future of financial services and enhance customer experiences.
- Qualifications: Experience in Wealth Management and strong analytical skills required.
- Other info: Flexible hybrid working model with excellent career growth opportunities.
The predicted salary is between 48000 - 64000 £ per year.
Are you an experienced Business Analyst with a background in the Wealth Management or Investment Management industry? Perhaps you've a track record of delivering complex Platform Transformations, Migrations, or Target Operating Model (TOM) changes.
Our client is a next-generation financial services group currently undergoing a major strategic journey to redefine their investment platform and advice services. This is a high-impact opportunity where you lead analysis for large-scale initiatives that shape the future experience for both advisors and customers.
Your Impact
- Leading on Transformation: Drive the end-to-end project lifecycle for major platform initiatives, from initial discovery and requirements elicitation through to functional specifications and implementation.
- Optimising the Future: Map "As-Is" and design high-efficiency "To-Be" processes, identifying every opportunity for automation, simplification, and operational efficiency within technical workflows.
- Strategic Collaboration: Partner with third-party outsource providers, vendors, and internal SMEs to validate solution designs and ensure business needs are met.
- Quality Assurance & Governance: Assist PMs with scope and governance materials while leading critical UAT planning, test scenario creation, and defect triage.
What We're Looking For
- Sector Experience: Proven experience as a Business Analyst within Wealth Management, Investment Platforms (Wrap/SIPP/ISA), or broader Financial Services.
- Change Track Record: Demonstrable experience supporting large-scale digital transformation, platform change, or complex migration programmes.
- Technical Toolkit: Mastery of core BA techniques, including process mapping, data mapping, and translating complex business rules into structured documentation.
- Communication & Influence: A proactive mindset with the ability to challenge stakeholders constructively and present complex information simply to non-technical audiences.
- Desirables: Knowledge of the UK Regulatory environment impacting wealth/investment platforms, exposure to Agile delivery, or experience within group-structured organisations.
With offices located in the centre of Bath, this role offers a flexible hybrid working model in a collaborative and forward-thinking environment. You'll enjoy a benefits package that includes 34 days holiday, a discretionary annual bonus, private medical insurance, income protection, life assurance, season ticket loans, and more, alongside excellent opportunities for career growth and progression.
Business Analyst in London employer: Deerfoot Recruitment Solutions Limited
Contact Detail:
Deerfoot Recruitment Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst in London
✨Tip Number 1
Network like a pro! Reach out to connections in the Wealth Management and Investment sectors. Attend industry events or webinars, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your skills! Create a portfolio that highlights your past projects, especially those related to platform transformations or migrations. This will give potential employers a clear view of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of the UK regulatory environment and Agile methodologies. Be ready to discuss how you've tackled challenges in previous roles and how you can apply that experience to their needs.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Business Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in Wealth Management and any relevant platform transformations you've been part of. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect fit. Don't forget to mention specific projects or achievements that relate to the position.
Showcase Your Technical Skills: We love a good technical toolkit! Make sure to highlight your mastery of BA techniques like process mapping and data mapping. If you've got experience with Agile delivery, shout about it – it’s a big plus for us!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Deerfoot Recruitment Solutions Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of Wealth Management and Investment Platforms. Be ready to discuss your previous experiences with platform transformations and migrations, as well as any specific methodologies you've used. This will show that you understand the industry and can hit the ground running.
✨Showcase Your Analytical Skills
Prepare to demonstrate your mastery of core BA techniques like process mapping and data mapping. Bring examples of how you've translated complex business rules into structured documentation in past roles. This will highlight your technical toolkit and problem-solving abilities.
✨Communicate Clearly
Practice explaining complex concepts in simple terms. You might be asked to present information to non-technical stakeholders, so being able to communicate effectively is key. Use examples from your experience where you successfully influenced stakeholders or collaborated with teams.
✨Be Ready for Scenario Questions
Expect questions that assess your approach to real-world scenarios, such as leading UAT planning or managing stakeholder expectations during a project. Think of specific instances where you faced challenges and how you overcame them, as this will showcase your change track record.