At a Glance
- Tasks: Lead strategic initiatives and improve operational processes in wealth management.
- Company: Dynamic wealth management firm undergoing transformation and expansion.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on continuous improvement and innovation.
- Why this job: Make a real impact by shaping strategic change and enhancing client experiences.
- Qualifications: Experience as a Business Analyst in financial services and strong analytical skills.
The predicted salary is between 45000 - 55000 € per year.
Non-negotiable requirements for this role:
- Business Analyst Experience
- Wealth Management Experience
- Must be able to travel into Bristol office 3 times a week
Our client is looking for a commercially minded Business Analyst to join a growing UK wealth management and financial advice business undergoing significant transformation and expansion. This is a high-impact role sitting at the intersection of strategy, operations, data and technology. You’ll work closely with senior stakeholders, advisers, operations teams and IT delivery specialists to help shape and deliver strategic change across the business.
The Opportunity
You’ll play a key role in delivering strategic initiatives across the organisation, helping to define business requirements, improve operational processes and support technology-enabled change. A major focus of the role will involve ownership and reporting oversight of the firm’s client portal environment, including management information, stakeholder reporting and continuous improvement initiatives. This role would suit someone who enjoys balancing hands-on analysis with stakeholder engagement, and who is comfortable operating across both operational detail and strategic planning.
What You’ll Be Doing
- Business Analysis & Discovery
- Lead discovery activities for strategic business initiatives
- Gather and document business requirements, user stories and process maps
- Facilitate workshops, interviews and stakeholder sessions across multiple business functions
- Translate operational needs into deliverable technology and process solutions
- Reporting, Data & Insights
- Produce executive and board-level MI and reporting packs
- Build dashboards and operational reporting using tools such as Excel and Power BI
- Analyse client engagement, operational performance and service metrics
- Support data integrity and reconciliation across systems and platforms
- Change & Project Delivery
- Partner closely with IT and project delivery teams to support implementation
- Assist with project planning, governance and dependency management
- Coordinate user acceptance testing (UAT) and business readiness activities
- Support change adoption through communications, training and stakeholder engagement
- Track benefits realisation and project outcomes post-implementation
- Continuous Improvement
- Identify opportunities to improve operational efficiency and client experience
- Support process optimisation and technology enhancement initiatives
- Maintain documentation across systems, integrations and workflows
- Promote data-led decision making and KPI tracking across the business
What We’re Looking For
Essential Experience
- Proven experience as a Business Analyst within financial services, wealth management or a regulated environment
- Strong background delivering technology-enabled change projects
- Experience gathering requirements, process mapping and stakeholder management
- Strong analytical and reporting skills, including Excel and Power BI (or similar BI tools)
- Exposure to CRM systems, client portals or wealth management platforms
- Understanding of FCA-regulated environments and Consumer Duty principles
- Excellent communication and presentation skills
- Ability to manage multiple priorities and workstreams simultaneously
Desirable
- Business Analysis certifications (BCS, IIBA, Lean Six Sigma etc.)
- Experience with SQL or modern reporting environments
- Exposure to Agile and Waterfall delivery methodologies
- Experience with operating model transformation, migrations or acquisition integration
- Interest in AI-enabled tooling and process automation within financial services
Please apply below if interested.
Business Analyst in Bristol employer: Orbis Group
Join a dynamic and forward-thinking wealth management firm in Bristol, where your role as a Business Analyst will be pivotal in driving strategic change and operational excellence. With a strong emphasis on employee development, a collaborative work culture, and the opportunity to engage with senior stakeholders, this position offers a unique chance to make a meaningful impact while enjoying the benefits of a hybrid working model. The company fosters continuous improvement and innovation, ensuring that you are well-equipped to grow your career in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst in Bristol
✨Network Like a Pro
Get out there and connect with people in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with current Business Analysts or hiring managers in the field. This is your chance to ask questions, learn about their experiences, and showcase your enthusiasm for the role. Plus, it could lead to job opportunities down the line!
✨Showcase Your Skills
Prepare a portfolio of your work that highlights your analytical skills and any projects you've led. Use real examples from your past experience in wealth management to demonstrate how you can add value. We want to see your impact!
✨Follow Up Like a Boss
After interviews or networking events, send a quick thank-you note to express your appreciation. It keeps you top of mind and shows your professionalism. Remember, we’re all about building relationships here!
We think you need these skills to ace Business Analyst in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your Business Analyst experience, especially in wealth management. We want to see how your skills align with the job description, so don’t be shy about showcasing relevant projects and achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing enthusiasm and a clear understanding of how you can contribute to our team, so let your personality come through.
Showcase Your Analytical Skills:Since this role involves a lot of data analysis and reporting, make sure to highlight your analytical skills. Mention any tools you’ve used, like Excel or Power BI, and provide examples of how you’ve used data to drive decisions in past roles.
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 shows you’re proactive and keen to join our team!
How to prepare for a job interview at Orbis Group
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management and financial services. Understand the key trends, challenges, and regulations in the industry. This will help you speak confidently about how your experience aligns with the role and demonstrate your genuine interest in the sector.
✨Show Off Your Analytical Skills
Prepare to discuss specific examples of how you've used your analytical skills in previous roles. Be ready to talk about the tools you've used, like Excel or Power BI, and how you've turned data into actionable insights. This is crucial for a Business Analyst, so have some solid examples at the ready!
✨Engage with Stakeholders
Since this role involves a lot of stakeholder engagement, think about how you've successfully collaborated with different teams in the past. Prepare to share stories about how you facilitated workshops or gathered requirements, and highlight your communication skills. This will show that you're not just a numbers person but also a team player.
✨Be Ready for Change Management Questions
Expect questions around change management and project delivery. Think about times when you've supported technology-enabled change or helped with user acceptance testing. Being able to articulate your experience in managing change will set you apart as a candidate who can thrive in a dynamic environment.
