At a Glance
- Tasks: Identify process improvements and support meaningful change in a financial advice business.
- Company: Growing wealth management firm focused on innovation and client service.
- Benefits: Competitive salary, hybrid working, and opportunities for career development.
- Other info: Join a new team with significant exposure to leadership and strategic initiatives.
- Why this job: Make a real impact by enhancing adviser and client journeys.
- Qualifications: Experience in financial advice or wealth management with strong communication skills.
The predicted salary is between 50000 - 50000 £ per year.
We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey.
You’ll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation.
What You’ll Be Doing
- Working with stakeholders across the business to understand challenges and identify improvement opportunities
- Mapping current and future state processes
- Supporting project discovery and requirements gathering activities
- Helping shape and improve adviser, client and operational journeys
- Producing meaningful management information and business insights
- Supporting the development and enhancement of the firm's client portal
- Assisting with testing, implementation and change adoption activities
- Working closely with technology teams to ensure business requirements are clearly understood
What We’re Looking For
- Experience within a Financial Advice, Wealth Management or Financial Planning business
- Strong understanding of adviser and client journeys
- Experience improving business processes and operational efficiency
- Excellent stakeholder engagement and communication skills
- Ability to challenge constructively and identify practical solutions
- Strong organisational skills and attention to detail
We’d Particularly Like To Speak To
- Business Analysts within Wealth Management
- Business Change Analysts
- Operational Improvement Analysts
- Senior Paraplanners who have been heavily involved in process improvement or change projects
- Practice or Operations professionals who have delivered business improvement initiatives
Nice To Have
- Power BI, Excel or MI reporting experience
- Exposure to CRM systems, adviser platforms or client portals
- Knowledge of FCA-regulated environments and Consumer Duty
- Experience supporting business change or transformation projects
What’s On Offer
- Opportunity to join a newly established Business Analysis & Change function
- Significant exposure to senior leadership and strategic initiatives
- Genuine opportunity to influence how the business operates
- Hybrid working with approximately two days per week in the office
- Competitive salary, benefits package and long-term career development
Business Analyst in Bristol employer: Yolk Recruitment Ltd
Join a forward-thinking wealth management firm in Bristol that prioritises employee growth and innovation. With a strong focus on improving processes and enhancing client experiences, you'll have the opportunity to work closely with senior leadership and make a tangible impact within a supportive hybrid working environment. Enjoy a competitive salary, comprehensive benefits, and the chance to develop your career in a dynamic and collaborative culture.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst in Bristol
✨Tip Number 1
Network like a pro! Reach out to current employees in the company or industry on LinkedIn. A friendly chat can give us insights into the company culture and maybe even a referral!
✨Tip Number 2
Prepare for those interviews by practising common Business Analyst questions. We should also think about how our past experiences align with the job description, especially around process improvement and stakeholder engagement.
✨Tip Number 3
Showcase our analytical skills during interviews. Bring examples of how we've identified inefficiencies and implemented changes in previous roles. This will help us stand out as someone who can deliver meaningful change.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets seen by the right people. Plus, it shows we’re genuinely interested in being part of the team.
We think you need these skills to ace Business Analyst in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in financial advice and process improvement, as this is what we’re really looking for. Use keywords from the job ad to show you understand the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you’re passionate about business analysis and how your skills can help improve our processes. Be specific about your past experiences and how they relate to the role.
Showcase Your Stakeholder Engagement Skills:Since you'll be working closely with various teams, it’s important to demonstrate your communication and engagement skills. Share examples of how you've successfully collaborated with stakeholders 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 Yolk Recruitment Ltd
✨Know Your Business
Before the interview, make sure you understand how a financial advice business operates. Familiarise yourself with the adviser and client journeys, as well as any recent changes in the industry. This will help you speak confidently about how you can identify opportunities for improvement.
✨Engage with Stakeholders
Prepare to discuss your experience working with various stakeholders. Think of specific examples where you've successfully engaged with teams or individuals to gather requirements or implement changes. Highlight your communication skills and how they helped facilitate collaboration.
✨Showcase Process Improvement Skills
Be ready to share concrete examples of how you've improved business processes in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers, focusing on the impact your actions had on efficiency and outcomes.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about their current projects, challenges they face, or how they measure success in their Business Analysis & Change function. This demonstrates your proactive mindset and eagerness to contribute.
