At a Glance
- Tasks: Identify improvement opportunities and enhance adviser and client journeys.
- Company: Dynamic wealth management firm focused on innovation and client service.
- Benefits: Competitive salary, hybrid working, and strong career development opportunities.
- Other info: Join a growing team with significant exposure to senior leadership.
- Why this job: Make a real impact by improving processes and driving meaningful change.
- Qualifications: Experience in financial advice or wealth management and strong communication skills.
The predicted salary is between 50000 - 50000 £ per year.
Salary: £50,000 - £50,000 per year
Requirements:
- Experience within a Financial Advice, Wealth Management or Financial Planning business
- Strong understanding of adviser and client journeys
- Experience improving business processes and operational efficiency
- Excellent stakeholder engagement and communication skills
- Ability to challenge constructively and identify practical solutions
- Strong organisational skills and attention to detail
- Particularly interested in Business Analysts within Wealth Management, Business Change Analysts, Operational Improvement Analysts, Senior Paraplanners involved in process improvement or change projects, and Practice or Operations professionals who have delivered business improvement initiatives
Nice to have:
- Power BI, Excel or MI reporting experience
- Exposure to CRM systems, adviser platforms or client portals
- Knowledge of FCA-regulated environments and Consumer Duty
- Experience supporting business change or transformation projects
Responsibilities:
- Work with stakeholders across the business to understand challenges and identify improvement opportunities
- Map current and future state processes
- Support project discovery and requirements gathering activities
- Help shape and improve adviser, client and operational journeys
- Produce meaningful management information and business insights
- Support the development and enhancement of our client portal
- Assist with testing, implementation and change adoption activities
- Work closely with technology teams to ensure business requirements are clearly understood
We are a growing wealth management and financial advice business investing heavily in improving how we operate, serve clients and support advisers. We are building a dedicated Business Analysis and Change function and offer a role for someone who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position; instead, we are looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You will work closely with advisers, paraplanners, operations teams and senior stakeholders, with significant exposure to senior leadership and strategic initiatives. The role is based in Bristol with hybrid working of approximately two days per week in the office, and offers a competitive salary, benefits package and long-term career development.
Business Analyst employer: Sivara GmbH
Join a dynamic wealth management and financial advice firm in Bristol, where we prioritise employee growth and foster a collaborative work culture. With a competitive salary and a robust benefits package, we are committed to investing in our team as we enhance our operations and client services. This role offers the unique opportunity to engage with senior leadership and drive meaningful change, making it an excellent place for professionals looking to make a significant impact in their careers.
