BA Wealth Management Wrap – in London

BA Wealth Management Wrap – in London

London Full-Time 63000 - 77000 £ / year (est.) Home office (partial)
Quant Capital

At a Glance

  • Tasks: Join a dynamic team to analyse and optimise wealth management software solutions.
  • Company: Leading firm in the WRAP and SIPP market, known for innovation.
  • Benefits: Competitive salary, autonomy in projects, and direct access to top executives.
  • Other info: Work in a fast-paced environment with a focus on professional development.
  • Why this job: Make a real impact in a niche sector with exciting challenges and growth opportunities.
  • Qualifications: 3+ years in financial business analysis, strong problem-solving skills, and project management experience.

The predicted salary is between 63000 - 77000 £ per year.

Quant Capital is urgently looking for a Senior WRAP Business Analyst to join our high profile client. Our client is well known in the WRAP and SIPP market. You will provide quality business input on both internal and external client projects. The role requires the business analyst to apply their strong operational knowledge to the design, development and delivery of global wealth management software solutions.

The WRAP Business Analyst will:

  • Apply a thorough and methodical approach to research and analysis to achieve a comprehensive and objective understanding of requirements, problems and opportunities.
  • Identify and document potential solutions considering all available information and constraints.
  • Recommend and manage implementation of end to end solutions for all aspects of retirement and WRAP product lifecycle.
  • Analyse and optimise processes.
  • Analyse requirements, design and implement effective control framework for target operating model.
  • Input into test strategy and support creation of test data and scripts.
  • Identify and liaise with project/task stakeholders on an ongoing basis.
  • Produce project and communication documents/reports in a professional manner.
  • Adhere to relevant methodologies and standards to meet the needs of a fast-paced changing business.
  • Interact with B2B partners in the lead analysis role to develop and implement multi-product, multi-channel WRAP platform-based solutions.

Business Analysts must have:

  • A minimum of 3 years financial business analysis experience in Pensions, Life Insurance, WRAPs or Wealth Management e.g. ISA Platforms or Financial Software.
  • Proven practical problem solving and analysis experience.
  • Significant experience working in a structured project-based environment within a diverse range of business teams, with comparable experience in a Lead management or supervision role.
  • Structured analysis methodology.
  • Lean six sigma or equivalent for process optimisation.
  • Package implementation experience.
  • Self-motivation and a track record of working to a high personal and professional standard.
  • Ability to run multiple parallel activities.
  • Strong communication and negotiation skills with ability to influence at all levels.
  • Experience of working on a large programme of business change.
  • Excellent communication skills, both written and oral.
  • Awareness of risk management.
  • Ability to prioritise and meet deadlines.
  • Exposure to different Business Analysis techniques and processes.

As this is a niche sector expect a serious package as well as the autonomy to create new and unique solutions and the ear of the CTO and CEO of a global firm. My client is based in London.

BA Wealth Management Wrap – in London employer: Quant Capital

Quant Capital is an excellent employer for those looking to thrive in the fintech sector, offering a vibrant work culture that fosters innovation and collaboration. With substantial training and development opportunities, employees can enhance their skills while enjoying a flexible hybrid work model in the heart of London. Join us to be part of a forward-thinking team that values growth and cutting-edge technology.

Quant Capital

Contact Details:

Quant Capital Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land BA Wealth Management Wrap – in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Quant Capital. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace BA Wealth Management Wrap – in London

Business Analysis
Operational Knowledge
Research and Analysis
Problem Solving
Process Optimisation
Control Framework Design
Test Strategy Development

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quant Capital.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Quant Capital's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Quant Capital

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quant Capital.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Quant Capital will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Quant Capital employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.