At a Glance
- Tasks: Analyse and optimise operational processes in Wealth Management to enhance client journeys.
- Company: Leading Wealth Management firm focused on growth and transformation.
- Benefits: Flexible contract work with opportunities for professional development.
- Other info: Collaborate with senior stakeholders in a fast-paced, evolving environment.
- Why this job: Join a dynamic team and make a real impact in Wealth Management operations.
- Qualifications: 7+ years of Business Analysis experience in Wealth Management or Financial Services.
Business Analyst – Operations (Wealth Management) (Contract/freelance) MUST have Wealth Management experience - please ONLY apply if you have this ***inside IR35*** We are seeking experienced Business Analysts – Operations to support a significant growth and transformation programme within a leading Wealth Management business. These roles will focus on the design, analysis and optimisation of operational processes and client journeys, ensuring the business is operationally ready to support new products, propositions, platforms and services. The successful candidates will possess strong Wealth Management, Private Banking, Investment Management or Financial Services experience, with a proven track record of delivering business analysis across operational change initiatives. Requirements Must have proven Business Analysis experience within Wealth Management, Private Banking, Investment Management or Financial Services. Minimum 7+ years' Business Analysis experience delivering business and operational change. Strong requirements gathering, elicitation, documentation and analysis skills. Demonstrable experience designing and documenting end-to-end operational processes and client journeys. Strong understanding of client lifecycle management and wealth operations. Experience working across onboarding, account opening, client servicing, fulfilment, hand-offs, exceptions and escalation processes. Ability to work in complex, ambiguous environments and bring structure to evolving requirements. Strong stakeholder management experience across business and technology functions. Responsibilities Analyse, design and document end-to-end operational and client journeys. Gather, validate and manage business requirements through workshops, interviews and stakeholder engagement. Map current and future-state processes, identifying opportunities for improvement and operational efficiency. Document operational procedures, business processes, workflows and operating models. Support the design of scalable and efficient client onboarding, servicing and account management processes. Identify operational gaps, risks, dependencies and friction points impacting clients and colleagues. Define operational controls, ownership models, approval processes and service level requirements. Produce business readiness and launch-readiness documentation to support successful implementation. Ensure operational processes align with regulatory requirements, governance frameworks and business objectives. Work closely with Operations, Proposition, Technology, Compliance, Risk and Governance teams throughout the project lifecycle. Support implementation, testing, readiness assessments and post-launch activities. Skills Extensive experience in process mapping and operational journey design. Strong knowledge of client onboarding, account opening and servicing processes. Experience documenting business requirements, operating procedures, workflows and process controls. Understanding of operational resilience, operational risk and conduct requirements. Strong analytical and problem-solving skills with the ability to challenge existing processes. Proven ability to manage multiple stakeholders and competing priorities. Experience working alongside platform, technology and change delivery teams. Excellent communication, documentation and workshop facilitation skills. MUST have Experience within Wealth Management, Private Banking or Investment Management environments. Knowledge of adviser workflows, client servicing models and investment operations. Experience supporting platform implementations, migrations or transformation programmes. Exposure to business readiness, operational readiness and launch planning activities. Familiarity with Customer Journey Mapping, BPMN, Visio, Jira, Confluence and Agile delivery methodologies. Understanding of Consumer Duty, operational resilience and regulatory requirements within Financial Services. You will be a highly capable Business Analyst with strong Wealth Management operations experience , comfortable engaging with senior stakeholders and translating complex operational requirements into clear, structured processes and deliverables.
Business Analyst (Wealth Management - contract/freelance) employer: ITHR Group plc
Join a leading Wealth Management firm that prioritises employee growth and development, offering a dynamic work culture where innovation thrives. With a focus on operational excellence and client satisfaction, this role provides the opportunity to engage with senior stakeholders and make a tangible impact on transformative projects. Enjoy the benefits of a collaborative environment, competitive compensation, and the chance to work on cutting-edge initiatives in a prestigious sector.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst (Wealth Management - contract/freelance)
✨Tap into Freelance Platforms
Don’t just sit around waiting for gigs to come to you! Head over to platforms like Upwork or Freelancer, where businesses are constantly looking for freelance talent in business intelligence. Create a killer profile showcasing your skills and past projects to attract potential clients.
✨Show Off Your Expertise
Visibility is key in the freelance world! Start a blog or vlog where you share insights, tutorials, or case studies related to business intelligence. This not only showcases your expertise but also helps you build an audience that could turn into future clients.
✨Join Business Intelligence Communities
Networking is crucial, so dive into communities like LinkedIn groups focused on business intelligence or data analysis. Engage in discussions, share your insights, and make valuable connections that could lead to freelance opportunities or referrals.
✨Keep Your Portfolio Fresh
Make sure your portfolio is up-to-date with your latest projects in business intelligence. Include detailed case studies that demonstrate how you've solved problems or improved processes for clients. This will make you stand out when you apply through our website or reach out to potential clients directly!
We think you need these skills to ace Business Analyst (Wealth Management - contract/freelance)
Some tips for your application 🫡
Show Off Those Data Skills!:In the world of business intelligence, your analytical prowess is key. Make sure to highlight your experience with data visualisation tools like Tableau or Power BI in your CV. A well-crafted portfolio showcasing your past projects—complete with challenges faced and how you overcame them—will grab our attention at ITHR Group plc.
Provide a Snapshot of Your Services:As a freelancer, it's essential to be transparent about what you offer. Include a clear outline of your rates, availability, and services in your application. This way, we at ITHR Group plc can easily see how your skills align with our needs—keeping it straightforward works wonders!
Tailor Your Proposal for Us:When applying, don’t forget to tailor your proposal to ITHR Group plc. Mention specific challenges we may face in our industry and how your past experiences can tackle those issues. This personalised touch shows us you’ve done your homework and genuinely care about the role.
Certifications Matter!:If you have any relevant certifications—like ITIL, Six Sigma, or data analytics certificates—make sure they're highlighted in your CV. They can set you apart from other freelancers applying for the Business Analyst (Wealth Management - contract/freelance) position at ITHR Group plc. It shows that you're committed to your craft and stay current in this ever-evolving field.
How to prepare for a job interview at ITHR Group plc
✨Show Off Your Data Visualisation Skills
In business intelligence, how you present data can be just as important as the data itself. Prepare a few examples of dashboards or visual reports from previous projects that showcase your ability to interpret and present complex information clearly. This will help you demonstrate that you not only crunch numbers but also make sense of them in a meaningful way for your clients.
✨Know Your Tools Inside Out
Freelance roles often require a specific toolkit, like Tableau, Power BI, or SQL. Make sure you're fluent in the tools listed in the job description and even get comfortable showcasing them live or via screen share during the interview. Think about how you would solve potential business problems that might arise in the role using these tools—that’ll show you're ready to jump in.
✨Pitch Your Project Experience
Since this is a freelance gig, the interview can feel more like a pitch. Be ready to discuss your past projects in a way that highlights the challenges you faced, how you overcame them, and the impact your work had. Bring along a portfolio that illustrates your track record, as this will help potential clients visualise what you can do for them at ITHR Group plc.
✨Prepare to Discuss Your Approach
In business intelligence, different scenarios can call for different approaches to analysis and data mining. Be prepared to talk about how you would handle specific situations or client requests, showing your problem-solving process. Think about some common scenarios in the industry and how you would tackle them—this can really set you apart from the crowd.
