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For Companies At a Glance
- Tasks: Join our change team to deliver impactful projects and analyse business needs.
- Company: Succession Wealth, a leading independent financial planning firm in the UK.
- Benefits: Competitive salary, generous leave, health perks, and career development support.
- Other info: Enjoy a hybrid work model and access to funded apprenticeships.
- Why this job: Be part of an exciting growth phase and make a real difference in financial services.
- Qualifications: Experience in project delivery and strong communication skills required.
The predicted salary is between 50000 - 60000 £ per year.
Hybrid – 3 days per week in our London office
Succession Wealth is one of the UK's leading, independent financial planning and wealth management businesses with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time to Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further.
The Opportunity
We’re seeking a Business Analyst to join our change and transformation team, supporting the end‑to‑end delivery of initiatives across the organisation. This is a role combining hands‑on project delivery with high‑quality business analysis. You’ll work across multiple initiatives, adapting your approach to suit both Waterfall and Agile environments, while ensuring change is delivered in line with our Change Framework. Working closely with Senior Project Managers, business stakeholders and technology teams, you’ll take ownership of defined projects or workstreams from initiation through to delivery. Alongside this, you’ll play a key role in understanding business needs, defining requirements and supporting successful implementation.
- Managing projects or workstreams end‑to‑end, from initiation to handover.
- Building and maintaining project plans, schedules and delivery artefacts across multiple initiatives.
- Eliciting, analysing and documenting business requirements in collaboration with stakeholders.
- Applying the most appropriate delivery approach (Agile or Waterfall) based on the needs of each piece of work.
- Supporting testing, UAT and implementation, including documentation and training materials.
- Analysing processes and data to identify gaps and improvement opportunities.
- Actively managing risks, issues, dependencies and assumptions, escalating where required.
- Producing clear, accurate status updates for Senior Project Managers and stakeholders.
- Supporting cost tracking, forecasting and benefits delivery where needed.
- Supporting prioritisation and agreement of requirements, keeping desired outcomes and benefits in focus.
- Producing current‑state and future‑state process models.
- Translating business requirements into functional delivery artefacts working with technology and operational teams.
What We’re Looking For
- Experience in a project delivery or hybrid project management/business analyst role within a change or transformation environment.
- Strong understanding of project delivery lifecycles and business analysis techniques.
- Practical experience of working across both Agile and Waterfall methodologies.
- Confident stakeholder engagement and communication skills.
- Ability to manage multiple priorities while maintaining quality and attention to detail.
- Strong planning, organisation and problem‑solving skills.
What You Can Expect From Us
- A competitive basic salary, annual pay reviews and performance linked increases.
- 25 days Annual leave increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- £450 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to our Benefit Hub; discounts on shopping, dining out, holidays and lots more.
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Charity Days.
- Company Events.
- Support in achieving your career goals.
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as leadership & management.
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
- Clear career pathways and internal job opportunities.
- Access to a range of free courses via our Learning Management system.
Business Analyst employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst
✨Tip Number 1
Network like a pro! Reach out to current employees at Succession Wealth on LinkedIn. Ask them about their experiences and any tips they might have for landing the Business Analyst role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by brushing up on your Agile and Waterfall methodologies. Be ready to discuss how you've applied these in past projects. We want to see your hands-on experience shine through!
✨Tip Number 3
Showcase your problem-solving skills! Think of specific examples where you identified gaps and implemented improvements. This will demonstrate your analytical mindset, which is key for a Business Analyst.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Succession Wealth.
We think you need these skills to ace Business Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Analyst role. Highlight your experience in project delivery and business analysis techniques, especially in Agile and Waterfall environments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about joining our change and transformation team. Share specific examples of how you've successfully managed projects or workstreams in the past.
Showcase Your Stakeholder Engagement Skills: In your application, emphasise your confident communication skills and ability to engage with stakeholders. We value collaboration, so let us know how you've built relationships and communicated effectively in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Succession Wealth
✨Know Your Business Analysis Basics
Make sure you brush up on your business analysis techniques and project delivery lifecycles. Be ready to discuss how you've applied both Agile and Waterfall methodologies in past projects, as this role requires a solid understanding of both.
✨Engage with Stakeholders
Prepare to demonstrate your stakeholder engagement skills. Think of examples where you've successfully communicated with different teams or individuals to gather requirements or manage expectations. This will show that you can effectively collaborate across the organisation.
✨Showcase Your Problem-Solving Skills
Be ready to discuss specific challenges you've faced in previous roles and how you tackled them. Highlight your planning and organisational skills, especially in managing multiple priorities while maintaining quality and attention to detail.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your ability to manage risks, issues, and dependencies. Think about how you would approach various situations in a change or transformation environment, and be prepared to explain your thought process clearly.