At a Glance
- Tasks: Analyse business needs and develop innovative solutions to improve financial advice.
- Company: Join Schroders Personal Wealth, a leader in transforming financial services.
- Benefits: Enjoy 30 days holiday, health insurance, and a flexible working environment.
- Why this job: Make a real impact in a fast-paced role that values your ideas and creativity.
- Qualifications: Experience in financial services and strong analytical skills are a plus.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
The predicted salary is between 38154 - 41969 £ per year.
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better. As a Business Analyst, you thrive on working in a challenging, fast‑paced environment where no two days are the same. You enjoy communicating with stakeholders and evaluating requirements, identifying gaps, and analysing the impact of new changes. This role is responsible for transforming our systems, processes, behaviours and technology. It involves understanding business problems, existing practices and approaches, and developing innovative solutions. The role involves taking ownership of work, working with Lead BA, BAs and stakeholders across a range of different projects and initiatives to understand the structures, business operations, processes, products, service offerings and systems to design solutions that will enable Schroders Personal Wealth to release value to Client, Colleagues and Company, aligned to SPW Strategic Priorities.
Salary National – £38,154 – £41,969
Role Fixed Term Contract to 31/12/2026
Location Leeds
Development and Key Responsibilities
- Understand the Business Challenge: Ensures all work is value focused and meets the needs of the client or colleague. Ensure you understand and can articulate the benefit/value of the work. Work alongside colleagues such as lead business analysts, business analysts, programme & project managers, developers, testers and architects. Undertake detailed analysis and investigations that deliver successful project outcomes and value to SPW. Engage effectively and communicate with stakeholders across the business to understand and document underlying business needs, translating these into actions and activity. Develop and maintain good knowledge of business and technology areas, providing analysis insight for ad‑hoc queries, consulting requests, independent reviews and management of quality assurance activity. Construct workflow chart, journey maps, diagrams and use other methods to help understand business problems and articulate solutions. Develop your capability to enable you to create robust business cases to articulate required information for successful completion of the work including value of outcomes, resource and capability requirements.
- Translate Analysis into Practice: Documents clear, concise requirements and identify and raise any conflicting items that drive delivery and technology teams to success. Ensure all design is compatible with experience blueprints, design principles, business rules and elevate any decisions to the appropriate enterprise design/design authority forum as required. Translate project requirements into process, behavioural or technical solutions (in collaboration with Lead BA / BAs / Arch/Dev/Testers).
- Innovation: Stay abreast of internal developments including changes to our advice process, operational teams, technology, new product launches and releases as well as an understanding of the external market and proactively look for ways to improve the business. Uncover optimal solutions to resolve problems and deliver value through resourcefulness and collaboration with colleagues at all levels of the business.
Qualifications & Skills
- Financial Services experience, with knowledge of Wealth Management industry desirable
- Data Analysis: Proficiency in analysing data to derive insights and inform decisions.
- Requirements Management: Ability to gather, document, and manage project requirements.
- Systems Analysis: Understanding of system processes and workflows.
- Business Intelligence (BI) Tools: Familiarity with tools for data visualization and reporting.
- Communication and Interpersonal Skills: Effective communication and collaboration.
- Critical Thinking and Problem‑Solving: Analysing issues and developing the capability to analyse complex issues and proposing solutions.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits SPW colleagues enjoy:
- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Health & Wellbeing: Company‑paid Private Medical Insurance, Life Insurance, and Health Screening.
- Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
- Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
- Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months' service).
- Financial Advice: Access to free financial advice to help secure your financial future.
To find out more, please visit https://www.spw.com/careers-at-spw/rewards-and-benefits
We support flexible working: At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job‑sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career? We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You belong here: At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo‑regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
Business Analyst in Leeds employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst in Leeds
✨Tip Number 1
Network like a pro! Reach out to current employees at Schroders Personal Wealth on LinkedIn. Ask them about their experiences and any tips they might have for your application process. It’s all about making connections!
✨Tip Number 2
Prepare for the interview by researching common Business Analyst scenarios. Think about how you would tackle specific challenges mentioned in the job description. We want you to show off your problem-solving skills!
✨Tip Number 3
Practice your communication skills! As a Business Analyst, you'll need to articulate complex ideas clearly. Grab a friend and do some mock interviews to get comfortable explaining your thought process.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at Schroders Personal Wealth.
We think you need these skills to ace Business Analyst in Leeds
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the Business Analyst role. We want to see how you can bring value to our team, so don’t hold back on showcasing relevant projects or achievements!
Showcase Your Analytical Skills: As a Business Analyst, your ability to analyse data and translate it into actionable insights is key. Use your application to demonstrate your proficiency in data analysis and problem-solving. Share examples of how you've tackled complex issues in the past.
Communicate Clearly: Effective communication is crucial in this role. Ensure your written application is clear and concise. We appreciate well-structured documents that convey your thoughts logically, so take the time to proofread and polish your writing before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s super easy, and you’ll be able to find all the details you need about the role and our company culture there. Don’t miss out on this opportunity!
How to prepare for a job interview at Schroders Personal Wealth
✨Know Your Business Inside Out
Before the interview, dive deep into understanding Schroders Personal Wealth and its mission. Familiarise yourself with their approach to financial advice and how they aim to improve accessibility and affordability. This will help you articulate how your skills as a Business Analyst can contribute to their goals.
✨Prepare for Stakeholder Engagement
Since the role involves communicating with various stakeholders, practice articulating your thoughts clearly. Think of examples from your past experiences where you successfully engaged with stakeholders to gather requirements or resolve conflicts. This will showcase your interpersonal skills and ability to translate business needs into actionable insights.
✨Showcase Your Analytical Skills
Be ready to discuss your experience with data analysis and systems analysis. Prepare specific examples where you've used BI tools or other methods to derive insights that informed decisions. Highlight how your analytical capabilities can help identify gaps and propose innovative solutions for the company.
✨Demonstrate Your Problem-Solving Mindset
During the interview, be prepared to tackle hypothetical scenarios or case studies related to business challenges. Use the STAR method (Situation, Task, Action, Result) to structure your responses, demonstrating your critical thinking and problem-solving skills. This will show that you can think on your feet and provide value in a fast-paced environment.