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 long-term career development opportunities.
- Other info: Join a new team with significant exposure to senior leadership.
- Why this job: Make a real impact by enhancing adviser and client journeys in a dynamic environment.
- Qualifications: Experience in financial advice and strong stakeholder engagement skills.
The predicted salary is between 50000 - 60000 £ 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
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 Gloucester 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, this company offers a collaborative work culture, hybrid working arrangements, and significant exposure to senior leadership, making it an excellent place for Business Analysts looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst in Gloucester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. The more you engage, the better your chances of landing that Business Analyst role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to financial advice and process improvement. We recommend using the STAR method to structure your answers – it’ll help you showcase your skills effectively!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We’re always on the lookout for passionate candidates who can help us improve processes and drive meaningful change in the business.
We think you need these skills to ace Business Analyst in Gloucester
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 adviser and client journeys. Keep it engaging and personal – we want to get to know you!
Showcase Your Stakeholder Skills:Since you'll be working closely with various teams, make sure to highlight your stakeholder engagement experience. Share examples of how you've successfully communicated and collaborated with different groups in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
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. Brush up on key concepts related to wealth management and the adviser-client journey. This will help you speak confidently about your experience and how it aligns with the company's goals.
✨Showcase Your Process Improvement Skills
Prepare specific examples of how you've identified inefficiencies in past roles and implemented changes that improved processes. Be ready to discuss the impact of these changes on both advisers and clients, as this is crucial for the role.
✨Engage with Stakeholders
Highlight your experience in stakeholder engagement during the interview. Discuss how you've collaborated with different teams to gather requirements and support projects. This will demonstrate your ability to work closely with advisers, paraplanners, and operations teams.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's current challenges and future projects. This shows your genuine interest in the role and helps you understand how you can contribute to meaningful change within the organisation.
