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 Business Analysis & Change function with exposure to senior leadership.
- Why this job: Make a real impact by improving adviser and client journeys in a dynamic environment.
- 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
Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities.
Business Analyst in Bristol employer: Yolk Recruitment
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 chance to work closely with senior leadership and make a real impact in a supportive hybrid working environment. Enjoy a competitive salary, comprehensive benefits, and the opportunity to shape the future of the business while developing your career in a dynamic team.
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 your connections in the financial advice and wealth management sectors. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for those interviews by researching the company and its processes. Understand their adviser and client journeys so you can discuss how you can improve them during your chat.
✨Tip Number 3
Showcase your problem-solving skills! Be ready to share examples of how you've identified inefficiencies and implemented changes in previous roles. This will demonstrate your fit for the Business Analyst position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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 role of Business Analyst. Highlight your experience in financial advice and any process improvement projects you've been involved in. We want to see how your skills align with what we're looking for!
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. Share specific examples of how you've improved processes or engaged with stakeholders in the past. We love a good story!
Showcase Your Communication Skills:As a Business Analyst, you'll be working closely with various teams. Make sure your application reflects your excellent communication skills. Whether it's in your CV or cover letter, let us know how you engage with others and convey complex ideas simply.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Yolk Recruitment
✨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 knowledge will help you demonstrate your understanding of the role and how you can contribute to improving processes.
✨Prepare Examples
Think of specific examples from your past experience where you've successfully identified inefficiencies or improved processes. Be ready to discuss these during the interview, as they will showcase your problem-solving skills and ability to challenge existing ways of working.
✨Engage with Stakeholders
Since this role involves working closely with various stakeholders, practice how you would engage with them. Prepare questions that show your interest in their challenges and how you can help. This will highlight your excellent communication skills and your proactive approach to collaboration.
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with data analysis tools like Power BI or Excel, even if it's not a highly technical role. Highlight how you've used data to produce meaningful insights in previous positions, as this will demonstrate your ability to support project discovery and requirements gathering effectively.
