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For Companies At a Glance
- Tasks: Analyse business needs and support strategic transformation initiatives.
- Company: Join Quanta Group, a leading financial services provider with a collaborative culture.
- Benefits: Enjoy competitive salary, hybrid working, generous holiday, and professional development opportunities.
- Why this job: Shape significant transformation projects in the UK wealth sector while growing your career.
- Qualifications: Experience in business analysis within financial services and strong problem-solving skills.
- Other info: Diverse and inclusive workplace that values individuality and promotes internal progression.
The predicted salary is between 36000 - 60000 £ per year.
About Us
Quanta Group is a next-generation financial services Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice. Quanta Group provides a full wealth management service through three core businesses - an investment platform, financial planning and advice business, and discretionary fund manager.
We’re helping the next generation of financial advisers to grow their business, today.
About The Role
The Strategic Transformation team is responsible for executing a portfolio of key initiatives to deliver the Quanta Group’s strategic objectives. We drive large scale transformation programmes across platform, advice and investment businesses while improving processes, enhancing customer and adviser experience, and enabling stronger integration across the Group. We are seeking a Business Analyst to join the Quanta Group Strategic Transformation Team. The role will primarily support our platform transformation programme but may also support other strategic initiatives across the Quanta Group.
The successful candidate will play a critical role in analysing business needs, shaping requirements, mapping processes, and supporting the delivery of strategic change. You will act as a key bridge between key business stakeholders, outsource providers and external third parties. This is an exciting opportunity for someone with experience in wealth management, investment platforms, or wider financial services who thrives in fast moving, complex transformation environments.
Key Responsibilities
- Business Analysis & Requirements: Lead detailed requirements gathering across multiple business areas, ensuring alignment to strategic objectives. Translate business needs into clear, structured documentation including business requirements, user stories, acceptance criteria, test scenarios and functional specifications. Facilitate workshops, interviews, and process discovery sessions with stakeholders.
- Process Improvement: Map current state ("as is") processes and design optimised future state ("to be") processes. Identify opportunities for simplification, automation, and efficiency within operational and technical workflows. Support definition of business rules, customer journeys, and data flows.
- Platform Transformation Programme: Support all stages of the platform transformation lifecycle—from discovery & analysis through to execution, testing, and implementation. Work closely with technology partners, vendors, and internal SMEs to validate requirements and solution designs. Contribute to readiness planning, migration activities, and operational change impacts.
- Project Delivery & Governance: Assist project managers in defining scope, timelines, and deliverables. Support the creation of documentation, reporting packs, and governance materials. Engage in testing activities, including test case creation, UAT planning, and defect triage.
- Stakeholder Engagement: Build strong relationships with stakeholders across the Group. Challenge constructively, ensuring solutions are fit for purpose, scalable, and aligned to the Group’s strategic transformation roadmap. Communicate complex topics in a clear, structured, and meaningful way.
About You
Essential Specialist Skills, Qualifications and Experience: Proven experience as a Business Analyst in wealth management, investment platforms and broader financial services. Demonstrable experience supporting large scale transformation or platform change programmes. Excellent analytical and problem solving skills. Strong documentation capabilities and familiarity with BA tools and techniques (user stories, data mapping, etc.). Ability to work with both business and technology stakeholders. Confident communicator with strong facilitation skills.
Desirable: Experience with platform migrations or major technology implementations. Knowledge of UK regulatory environment impacting wealth and platform operations. Exposure to agile delivery methodologies. Experience working across multiple business units or within group structured organisations.
Rewards & Benefits
Competitive salary. Hybrid Working (split between home and office). Discretionary bonus each year. 34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to 5 additional days per year. Life event day: A paid day off for a life event such as a birthday, moving house, or wedding. Supported and encouraged professional development. Private Medical scheme (single cover that can be increased to full family). Income protection scheme. Life assurance scheme. Group contributory pension scheme. Interest free season ticket loans for travel costs. Wealthtime Foundation Day in support of charitable activities.
Quanta Group is an equal opportunities employer who values a diverse and inclusive workplace. We recognise that people work in different ways, and we value alternative viewpoints, celebrate individuality, and foster a culture where everyone can bring their true self to work. We are committed to creating a diverse workforce.
Business Analyst in Bath employer: Wealthtime
Contact Detail:
Wealthtime Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst in Bath
✨Tip Number 1
Network like a pro! Reach out to current employees at Quanta Group on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the Business Analyst role. Personal connections can give you an edge!
✨Tip Number 2
Prepare for the interview by diving deep into Quanta Group's recent projects and initiatives. Show us that you’re not just familiar with the role but also genuinely interested in how you can contribute to our strategic transformation goals.
✨Tip Number 3
Practice your problem-solving skills! We love candidates who can think on their feet. Try mock interviews or case studies related to business analysis in financial services to sharpen your analytical abilities.
✨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 us you’re serious about joining the Quanta Group family!
We think you need these skills to ace Business Analyst in Bath
Some tips for your application 🫡
Know Your Stuff: Before you start writing, make sure you understand the role of a Business Analyst in the financial services sector. Familiarise yourself with key terms and concepts from the job description so you can speak their language.
Tailor Your Application: Don’t just send a generic CV and cover letter. Highlight your relevant experience in wealth management and transformation programmes. Show us how your skills align with what we’re looking for!
Be Clear and Concise: When documenting your experience, keep it structured and to the point. Use bullet points where possible and avoid jargon unless it’s relevant. We want to see your analytical skills shine through your writing!
Show Your Passion: Let us know why you’re excited about this opportunity! Share your enthusiasm for improving customer experiences and driving transformation. A bit of personality goes a long way in making your application stand out.
How to prepare for a job interview at Wealthtime
✨Know Your Stuff
Before the interview, dive deep into Quanta Group's services and recent initiatives. Familiarise yourself with their investment platform, financial planning, and discretionary fund management. This will help you speak confidently about how your skills as a Business Analyst can contribute to their strategic transformation goals.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've gathered requirements and mapped processes in previous roles. Be ready to explain your approach to problem-solving and how you've improved workflows. Use clear, structured documentation as a reference to demonstrate your capabilities.
✨Engage with Stakeholders
Highlight your experience in building relationships with stakeholders. Think of examples where you’ve facilitated workshops or interviews to gather insights. Show that you can communicate complex topics simply and effectively, which is crucial for the role.
✨Be Ready for Change
Quanta Group operates in a fast-evolving environment, so be prepared to discuss how you handle ambiguity and adapt to change. Share instances where you've successfully navigated transformation projects, showcasing your proactive and collaborative approach.
