At a Glance
- Tasks: Manage projects from start to finish, ensuring smooth delivery and stakeholder collaboration.
- Company: Join Succession Wealth, a leading independent financial planning firm in the UK.
- Benefits: Enjoy a competitive salary, annual pay reviews, and 25 days of annual leave.
- Other info: Hybrid work model with opportunities for professional development and career progression.
- Why this job: Be part of an exciting growth phase and make a real impact in financial services.
- Qualifications: Experience in project delivery and strong communication skills are essential.
The predicted salary is between 70000 - 85000 £ 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 join Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further.
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.
The Opportunity
- 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
Competitive basic salary, annual pay reviews and performance linked increases as well as: 25 days Annual leave increasing with service, plus.
Business Analyst employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our London office provides a vibrant environment where Business Analysts can thrive, supported by comprehensive training and development opportunities to enhance your career. With a competitive salary and benefits package, including generous annual leave and performance-linked increases, joining our team means being part of a forward-thinking organisation committed to your professional growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst
✨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 Succession Wealth. 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
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 Succession Wealth.
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 Succession Wealth'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 Succession Wealth
✨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 Succession Wealth.
✨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 Succession Wealth 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 Succession Wealth 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.
