Advisor Journey Optimization Analyst

Advisor Journey Optimization Analyst

Full-Time On-site
OpenSource

OpenSource in Bristol is seeking a Business Analyst to understand how a UK financial advice business operates and to drive end-to-end improvements across advisers, paraplanners, operations, compliance and technology.

This hands-on role focuses on mapping adviser and client journeys, running workshops, gathering requirements and delivering measurable change with CRM, BI and automation support. You will join a broader programme of business and tech change.

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Advisor Journey Optimization Analyst employer: OpenSource

OpenSource is an exceptional employer that fosters a dynamic and innovative work culture in the heart of London. With a strong emphasis on employee growth, we provide ample opportunities for professional development and encourage our team to take ownership of their projects, ensuring meaningful contributions to real-world solutions. Our competitive salary packages, bonus potential, and enhanced benefits make us an attractive choice for talented individuals looking to thrive in a fast-paced environment.

OpenSource

Contact Details:

OpenSource Recruitment Team