IT Business Analyst in Birmingham

Competitive salary + excellent benefits package (see below). Field‑based, aligned to any Succession office location, with travel across our network.

We are Succession Wealth, from start‑up in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Due to our continued growth, Succession Wealth is looking for a skilled Business Analyst to play a central role in shaping, refining and delivering change across our organisation. This is an opportunity to influence how our business evolves; translating ideas and challenges into clear requirements, actionable insights, and well‑designed business processes. If you enjoy problem‑solving, collaborating with a diverse mix of stakeholders, and uncovering the detail that drives effective change, you’ll thrive here.

The Role

In this role, you’ll ensure that our change initiatives are built on strong analysis, well‑defined requirements and high‑quality documentation. You will:

• Work closely with stakeholders to understand their needs, capturing both functional and non‑functional requirements.
• Translate complex information into clear, structured documentation that underpins successful project delivery.
• Analyse data to support gap analysis and options appraisal, helping shape the best solutions for the business.
• Map existing processes, identify inefficiencies and contribute to future‑state process design.
• Collaborate with IT and business teams to ensure requirements are accurately reflected in proposed solutions.
• Identify test scenarios and input into test plans and scripts to support quality assurance activities.
• Develop process documents and convert them into effective training materials for end users.
• Contribute to governance forums and maintain documentation aligned with the Succession Change Framework.
• Anticipate risks and work with Project Managers to mitigate them early.
• Promote best practice and champion continuous improvement across the Change function.

About You

Experience & Expertise

• Strong experience as a Business Analyst within Change delivery.
• Solid understanding of project lifecycles, methodologies and business analysis disciplines.
• Confidence working with process mapping and analysis tools.
• A good grasp of data concepts and the ability to translate business needs into data‑driven use cases.
• Excellent interpersonal and stakeholder management skills.

Qualifications

• Business analysis certification or equivalent (essential).

Key Strengths

• Analytical thinker with a structured approach to problem‑solving.
• Skilled at building rapport and influencing across all levels.
• Highly organised with strong attention to detail.
• Proactive in identifying improvements and challenging outdated processes.
• Comfortable working in a dynamic, evolving change environment.

Why This Role Matters

As a Business Analyst at Succession, you’ll help shape change from the ground up. Your insights will directly influence how we evolve our systems, processes and customer experience. You’ll be part of a collaborative team where your expertise is truly valued, and where continuous learning and improvement are at the heart of how we work. If you’re ready to bring clarity, structure and analytical strength to meaningful change projects, we’d love to hear from you.

What You Can Expect From Us

• A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
• 25 days Annual leave rapidly 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.
• £465 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the 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.
• Support with cost of professional exams/study days.
• 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 business administration, leadership & management, and accounting & finance.
• 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 endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.