Business Analyst in Bath

The Transformation team is responsible for executing a portfolio of key initiatives to deliver the Quanta Group's strategic objectives. We drive large scale transformation programmes across platform, advice and investment businesses while improving processes, enhancing customer and adviser experience, and enabling stronger integration across the Group.

The function works and partners closely with key stakeholders from across the business as well as third parties to support and ensure successful execution across the Group.

We are seeking a Business Analyst with strong wealth management and migration experience to join the Transformation team, this role will primarily support our platform transformation and migration programme, with a focus on ensuring business, operational, client, adviser and data impacts are clearly understood, documented and successfully delivered.

The successful candidate will play a critical role in shaping requirements, mapping end-to-end wealth management processes, assessing solutions and supporting readiness across business operations, technology teams, platform providers and external third parties. You will act as a key bridge between stakeholders, ensuring migration outcomes are controlled, traceable and aligned to client and adviser needs.

We are looking for someone who is curious, proactive and structured, able to move confidently between detailed migration analysis and the wider business outcome. You will be comfortable working through ambiguity, challenging constructively, collaborating across front, middle and back-office teams, and presenting complex data, process and operational impacts in a clear and practical way.

This is an exciting opportunity for someone with hands-on experience in wealth management, investment platforms, financial planning or discretionary investment operations, working in a collaborative, forward-thinking team with exposure to senior leadership, strategic decision making, specialist platform knowledge and long-term career development within a rapidly evolving Group.

Key Responsibilities:

Wealth Management Business Analysis & Requirements

• Lead detailed requirements gathering across wealth management, platform operations, adviser servicing, financial planning and investment operations teams, ensuring alignment to the migration roadmap and strategic objectives.
• Translate business needs into clear, structured documentation including business requirements, user stories, acceptance criteria, migration requirements, data mapping, reconciliation criteria, test scenarios and functional specifications.
• Facilitate workshops, interviews and process discovery sessions with stakeholders to understand client, adviser, account, asset, income, fee, wrapper and reporting requirements.
• Work with outsourced provider business analysis, data, technology and operational teams to ensure proposed solutions and migration approaches meet Wealthtime's business and control requirements.

Migration Analysis, Data & Reconciliation

• Analyse current-state and target-state data structures, operating processes and workflows across platform, advice and investment operations.
• Define and document migration data quality checks, exception handling, validation, reconciliation and sign-off requirements.
• Support migration planning, dress rehearsals, cutover readiness and post-migration validation, ensuring operational teams understand impacts, controls and responsibilities.

Platform Transformation & Business Readiness

• Support all stages of the platform transformation and migration lifecycle, from discovery and analysis through to build, testing, dress rehearsal, cutover, implementation and early-life support.
• Work closely with our technology partners and internal SMEs to validate requirements, solution designs, migration approaches and operational impacts.
• Contribute to business readiness planning, TOM design, training inputs, communications, operational procedure updates and go/no-go decision materials.

Project Delivery & Governance

• Assist project managers in defining scope, timelines, and deliverables.
• Support the creation of documentation, reporting packs, and governance materials for Design Authorities.
• Engage in testing activities, including test case creation, UAT planning, model office testing, migration rehearsal support, defect triage and evidence gathering for business sign-off.

Stakeholder Engagement

• Build strong relationships with stakeholders across the business, operating at different levels of the organisation.
• Ability to lead workshops with business stakeholders, translating technical requirements into simple and understandable approaches.
• Challenge constructively, ensuring solutions are fit for purpose, scalable, and aligned to the Group's strategic transformation roadmap.
• Communicate complex topics in a clear, structured, and meaningful way.

Specialist Skills, Qualifications and Experience:

Essential

• Proven experience as a Business Analyst within wealth management, investment platforms, financial planning, discretionary investment management or closely related financial services environments.
• Demonstrable experience supporting platform, client, account, asset, product, adviser or data migration activity within a large-scale transformation or integration programme.
• Strong understanding of wealth management operating models, including adviser journeys, client onboarding, wrappers, assets, income, fees, reporting, servicing and operational controls.
• Strong documentation capabilities and familiarity with BA tools and techniques, including process mapping, user stories, business rules, data mapping, migration runbooks, reconciliation criteria and acceptance criteria.
• Ability to work effectively with business, technology, data, operations, compliance and third-party provider stakeholders.
• Confident communicator with strong facilitation skills and the ability to challenge, clarify and secure sign-off on complex migration and operational requirements.

Desirable:

• Experience with investment platform migrations, book transfers, data conversion, model office testing or cutover planning.
• Knowledge of UK regulatory requirements impacting wealth, platform and adviser operations, including suitability, client money/assets, reporting and operational resilience considerations.
• Exposure to Agile, hybrid and waterfall delivery approaches within regulated transformation environments.