At a Glance
- Tasks: Shape transformation projects and collaborate with stakeholders to drive real change.
- Company: Dynamic wealth manager experiencing rapid growth and innovation.
- Benefits: Hybrid work model, competitive salary, and opportunities for career advancement.
- Other info: Be part of an exciting journey as the team expands over the next year.
- Why this job: Join a growing team and make a tangible impact in financial advice.
- Qualifications: Solid BA mindset with understanding of financial advice and technology.
The predicted salary is between 42750 - 52250 £ per year.
Business Analyst - Wealth Manager
This wealth manager is building something genuinely different in financial advice, and you are joining at exactly the right moment.
This is a hybrid role based in Bristol with a business that has doubled in size in the last 18 months alone.
They have completed numerous acquisitions and has ambitions to significantly accelerate that pace.
The technology function sits right at the centre of that growth, not as a support function, but as a genuine commercial driver.
You will be working across the business to understand, scope and shape transformation projects before handing them over to IT for delivery.
The work sits towards the front end of the BA life cycle, which means you are the person who takes an idea and turns it into something ready to build.
You will be managing stakeholders across both the business and technology sides, gathering requirements and helping this firm solve real problems rather than chasing technology for its own sake.
Right now the BA function is largely supported by one experienced individual, and there is a clear plan to grow the team over the next 12 to 18 months.
You are coming in at the start of that journey.
You will need a solid BA mindset and a genuine understanding of financial advice and the adviser journey.
You need to be able to hit the ground running on the advice side without a lengthy handholding period.
On the technical side, you do not need to build anything yourself, but you should be comfortable discussing options across things like Power Platform, Power BI, SQL, web applications and integrations.
Some background in M&A, acquisition integration or working within a consolidating business would serve you well here.
This would sit well as a strong step forward in a growing BA career within financial services.
Ready to be part of something that is still being built? Get in touch.
No up-to-date CV required.
Business Analyst - Wealth Manager in Bristol employer: Saragossa
Saragossa is an exceptional employer located in the vibrant city of London, offering a dynamic work culture that fosters innovation and collaboration. As a member of our team, you'll enjoy meaningful growth opportunities while working on cutting-edge ML-driven projects that directly impact our research platform. With a focus on real ownership and a clean-slate environment, we empower our employees to turn ideas into actionable strategies, making your contributions truly valuable.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst - Wealth Manager in Bristol
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Saragossa!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Business Analyst - Wealth Manager in Bristol
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Saragossa, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Saragossa
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Saragossa’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
