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- Tasks: Support process improvement and system change in wealth management.
- Company: Independent wealth management business focused on growth and innovation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by improving processes and enhancing systems.
- Qualifications: 3+ years in process analysis or system implementation, strong CRM experience.
- Other info: Join a dynamic team dedicated to continuous improvement and data quality.
The predicted salary is between 36000 - 60000 £ per year.
An independent wealth management business is looking for an analytical, organised Implementation Analyst to support process improvement and system change, including CRM. The role involves gathering and analysing requirements, mapping workflows, designing and implementing new processes, and supporting system enhancements.
Key responsibilities:
- Analyse and document process and system change needs
- Design and implement new business processes
- Map end‑to‑end workflows and identify improvements
- Configure, test, and roll out system updates
- Deliver training and support adoption
- Monitor outcomes and contribute to continuous improvement
- Prepare clear reports for stakeholders
- Work closely with data teams to ensure data quality alignment
What we’re looking for:
- 3+ years’ experience in process analysis, business management, or system implementation in financial services, information services or professional services
- Strong hands‑on experience with CRM systems
- Excellent communication, analytical, and problem‑solving skills
- Ability to manage multiple priorities and meet tight deadlines
- Experience documenting and visualising workflows
If you’re motivated by improving processes and delivering effective change in a growing, holistic wealth management company, then we would welcome hearing from you.
Implementation Analyst - Wealth Management employer: Delectus Partners
Contact Detail:
Delectus Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementation Analyst - Wealth Management
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work with CRM systems. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your experience in process analysis and system implementation. Use real examples to demonstrate how you've improved workflows and delivered results.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing answers to common questions about your analytical and problem-solving skills. We want you to feel confident when discussing your experience with stakeholders.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Implementation Analyst - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in process analysis and system implementation, especially in financial services. We want to see how your skills align with the role, so don’t be shy about showcasing relevant projects!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about improving processes and how your background makes you a perfect fit for our team. Keep it concise but impactful!
Showcase Your Analytical Skills: Since the role involves a lot of analysis, make sure to include examples of how you've gathered requirements and mapped workflows in your previous roles. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Delectus Partners
✨Know Your Processes
Make sure you brush up on your knowledge of process analysis and system implementation. Be ready to discuss specific examples from your past experience where you've successfully designed and implemented new business processes, especially in financial services.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical prowess by discussing how you've gathered and analysed requirements in previous roles. Bring along any reports or documentation that highlight your ability to map workflows and identify improvements.
✨Familiarise Yourself with CRM Systems
Since the role requires strong hands-on experience with CRM systems, make sure you can talk about your familiarity with them. Be prepared to discuss how you've configured, tested, and rolled out system updates in the past.
✨Communicate Clearly
Excellent communication is key for this role. Practice articulating your thoughts clearly and concisely, especially when explaining complex ideas. Think about how you would deliver training and support adoption of new processes to stakeholders.
