Business Analyst (Wealth Management)
Business Analyst (Wealth Management)

Business Analyst (Wealth Management)

Full-Time 50000 - 65000 £ / year (est.) No home office possible
Switch Recruitment

At a Glance

  • Tasks: Lead business analysis for exciting M&A integration and change programmes.
  • Company: Rapidly growing wealth management and employee benefits organisation.
  • Benefits: Competitive salary, enhanced pension, and comprehensive benefits package.
  • Other info: Opportunity to work with senior stakeholders and develop your career in a fast-paced setting.
  • Why this job: Make a real impact in a dynamic environment while shaping the future of finance.
  • Qualifications: Experience as a Business Analyst in complex change programmes, preferably in wealth management.

The predicted salary is between 50000 - 65000 £ per year.

We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation. Owing to this growth our client is seeking a Business Analyst to support a series of M&A integration and change programmes across all areas of the business including operations, finance, technology, compliance, risk etc.

Responsibilities:

  • Be the lead for BA activity across multiple initiatives.
  • Support acquisition integration and change programmes throughout the lifecycle.
  • Analyse and document the business needs via process mapping, data analysis etc and translate this into clear requirements for technology and operational teams.
  • Support M&A activities including migrations, business separations etc.

Experience:

  • Candidates need demonstrable experience as a Business Analyst working on complex change programmes.
  • It is essential that you have proven hands-on experience within wealth management or broader financial services.
  • You will be comfortable working across business and technology teams and be comfortable operating in a fast moving environment.
  • Candidates need to be able to deal with ambiguity and influence senior stakeholders.

In return our client is looking to offer a competitive basic salary and full benefits package including enhanced pension.

Business Analyst (Wealth Management) employer: Switch Recruitment

As a rapidly expanding wealth management and employee benefits organisation, we pride ourselves on fostering a dynamic work culture that encourages collaboration and innovation. Our employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working on impactful M&A integration projects. Located in a vibrant area, we offer a competitive salary and an attractive benefits package, making us an excellent employer for those seeking meaningful and rewarding careers in the financial services sector.
Switch Recruitment

Contact Detail:

Switch Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Analyst (Wealth Management)

✨Tip Number 1

Network like a pro! Reach out to connections in the wealth management sector and let them know you're on the hunt for a Business Analyst role. A personal recommendation can go a long way in landing that interview.

✨Tip Number 2

Prepare for those interviews by brushing up on your knowledge of M&A integration and change programmes. Be ready to discuss how you've tackled complex projects in the past, as this will show you’re the right fit for the fast-paced environment.

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each one, highlighting your relevant experience in wealth management.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.

We think you need these skills to ace Business Analyst (Wealth Management)

Business Analysis
Process Mapping
Data Analysis
Requirements Gathering
M&A Integration
Change Management
Stakeholder Management
Financial Services Knowledge
Wealth Management Experience
Cross-Functional Collaboration
Adaptability
Problem-Solving Skills
Communication Skills
Influencing Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Business Analyst role in wealth management. Highlight your experience with M&A integration and change programmes, as well as any relevant skills in process mapping and data analysis.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that align with the job description and show your enthusiasm for working in a fast-paced environment.

Showcase Your Analytical Skills: Since the role involves analysing business needs, make sure to showcase your analytical skills in your application. Provide examples of how you've successfully translated complex requirements into actionable insights in previous roles.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!

How to prepare for a job interview at Switch Recruitment

✨Know Your Stuff

Make sure you brush up on your knowledge of wealth management and financial services. Understand the key trends and challenges in the industry, as well as the specific M&A integration processes. This will help you demonstrate your expertise and show that you're genuinely interested in the role.

✨Showcase Your Analytical Skills

Prepare to discuss your experience with process mapping and data analysis. Bring examples of how you've translated business needs into clear requirements for technology and operational teams. Being able to articulate your analytical approach will impress the interviewers.

✨Be Ready for Scenario Questions

Expect questions that assess how you handle ambiguity and influence senior stakeholders. Think of past experiences where you navigated complex situations and how you communicated effectively with different teams. Practising these scenarios can give you a solid edge.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's current M&A initiatives and how they envision the Business Analyst role evolving. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your values.

Business Analyst (Wealth Management)
Switch Recruitment

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