At a Glance
- Tasks: Lead strategic initiatives, gather requirements, 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 technology-driven solutions.
- 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 required.
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 Newport 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 is committed to fostering innovation and continuous improvement, ensuring that you have the tools and support needed to thrive in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst in Newport
✨Network Like a Pro
Get out there and connect with people in the wealth management space! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals 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 learn about their experiences and get insider tips on what they look for in candidates. Plus, it shows your genuine interest in the role and the company!
✨Showcase Your Skills
Prepare a portfolio of your past projects and achievements that highlight your analytical skills and experience in wealth management. Bring this along to interviews to demonstrate your hands-on experience and how you can add value to their team. We love seeing real examples!
✨Follow Up Like a Boss
After your interview, don’t forget to send a thank-you email! It’s a great way to reiterate your interest in the position and remind them why you’re the perfect fit. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Business Analyst in Newport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Analyst in Wealth Management. Highlight your relevant experience and skills that match the job description, especially your background in financial services and technology-enabled change.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed stakeholder engagement and delivered strategic initiatives in previous roles.
Showcase Your Analytical Skills:Since this role requires strong analytical abilities, make sure to include any relevant projects or experiences where you've used tools like Excel or Power BI. We want to see how you can turn data into actionable insights!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can't wait to see what you bring to the table!
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 up your sleeve!
✨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 that highlight your communication skills and ability to translate complex requirements into clear, actionable plans. This will show 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 teams adapt to new processes. Highlight your experience with user acceptance testing and how you've ensured smooth transitions during projects. This will demonstrate your readiness for the high-impact nature of the role.
