At a Glance
- Tasks: Bridge the gap between business needs and tech solutions in wealth management.
- Company: Join Titan Wealth, a fast-growing and innovative wealth management firm.
- Benefits: Enjoy competitive salary, hybrid working, and generous leave policies.
- Other info: Embrace creativity, collaboration, and commitment in a dynamic work environment.
- Why this job: Make a real impact by improving financial planning processes with cutting-edge technology.
- Qualifications: Experience as a Technical Business Analyst, preferably in financial services.
The predicted salary is between 50000 - 60000 € per year.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
About the Role
As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions.
Responsibilities
- Requirements Elicitation & Analysis
- Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes.
- Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs.
- Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications.
- Define and validate acceptance criteria in collaboration with the Product Owner and QA teams.
- Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers.
- Process Analysis & Improvement
- Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement.
- Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements.
- Identify opportunities to embed AI-powered tooling into advice workflows and translate these into structured requirements.
- Agile Delivery Support
- Work closely with the Product Owner to refine and maintain a well-groomed backlog.
- Participate actively in sprint ceremonies — refinement, planning, reviews, and retrospectives.
- Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically.
- Stakeholder Engagement
- Build trusted relationships with senior stakeholders across advice, planning, and operations.
- Communicate complex technical and process changes clearly to non-technical audiences.
- Provide regular progress updates and facilitate sign-off on key deliverables.
- Continuous Improvement
- Champion best practice in business analysis, agile delivery, and financial services.
- Actively leverage AI tools in day-to-day analysis work and encourage adoption across the team.
- Mentor junior team members and contribute to the development of BA standards across the function.
Experience
- Experience as a Technical Business Analyst, ideally within financial services or fintech.
- Demonstrable experience working within agile cross-functional delivery teams.
- Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding.
- Experience with wealth management platforms and advice technology is highly desirable.
- Practical experience using AI tools to improve personal productivity and inform solution design.
- Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods.
Skills
- Expert-level ability to produce clear, structured requirements documentation and process maps.
- Proficient in agile tools such as Jira, Confluence, or Azure DevOps.
- Strong analytical and problem-solving skills with a data-driven approach.
- Excellent stakeholder management and communication skills across all levels.
- SQL proficiency is a plus.
Education
- Bachelor's degree in Business, Finance, Computer Science, or related field preferred.
- BCS, IIBA (CBAP), or equivalent BA certification is a plus.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Technical Business Analyst - Wealth in London employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer that champions a dynamic and inclusive work culture, offering employees the chance to thrive in a fast-growing wealth management environment. With a strong focus on professional development, competitive benefits including a generous pension scheme, hybrid working options, and opportunities for further education, Titan Wealth empowers its team members to contribute meaningfully while achieving their personal and professional ambitions.
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Technical Business Analyst - Wealth in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your problem-solving skills! As a Technical Business Analyst, you'll need to demonstrate your analytical abilities. Work through case studies or mock scenarios to showcase your thought process during interviews.
✨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 serious about joining our awesome team at Titan Wealth.
We think you need these skills to ace Technical Business Analyst - Wealth in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Technical Business Analyst role. Highlight your experience in financial services and agile teams, and don’t forget to mention any relevant AI tools you've used!
Showcase Your Skills:We want to see your analytical and problem-solving skills shine through. Use specific examples from your past experiences to demonstrate how you’ve tackled challenges and delivered results in similar roles.
Be Clear and Concise:When writing your application, clarity is key! Use structured formats for your requirements documentation and process maps, just like you would in the role. This will show us you can communicate complex ideas effectively.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning processes and wealth management platforms. Familiarise yourself with the specific tools mentioned in the job description, like RESTful APIs and agile tools such as Jira or Confluence. This will help you speak confidently about how your skills align with the role.
✨Showcase Your Analytical Skills
Prepare to discuss examples of how you've used your analytical skills to identify inefficiencies and improve processes in previous roles. Be ready to share specific instances where you translated complex requirements into actionable solutions, as this is key for a Technical Business Analyst.
✨Engage with Stakeholders
Think about how you’ve built relationships with stakeholders in the past. Be prepared to discuss your approach to communicating complex technical changes to non-technical audiences. Highlight any experience you have in facilitating workshops or interviews, as this will demonstrate your ability to engage effectively with various teams.
✨Embrace AI Tools
Since the role involves leveraging AI tools, come prepared with examples of how you've used AI in your work. Whether it's for documentation drafting or process modelling, showing that you're comfortable with these technologies will set you apart. Discussing your willingness to champion best practices in this area can also be a great talking point.
