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 in West Bromwich 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 focus on improving operational efficiency and enhancing client experiences, we offer competitive salaries, a comprehensive benefits package, and the opportunity to engage with senior leadership on strategic initiatives. Our hybrid working model ensures a balanced approach to work and life, making us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst in West Bromwich
✨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 Sivara GmbH. 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 Business Analyst in West Bromwich
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 Sivara GmbH.
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 Sivara GmbH'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 Sivara GmbH
✨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 Sivara GmbH.
✨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 Sivara GmbH 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 Sivara GmbH 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.
