About this role
Salary: £50,000 - 50,000 per year
Requirements: We require 4+ years of experience within a UK financial advice or wealth management business in a Business Analyst role.We require a strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing.We require a good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements.We require experience improving business processes and operational efficiency.We require confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions.We require excellent stakeholder engagement and communication skills.We require strong organisational skills and attention to detail.Nice to have: experience with CRM systems, adviser platforms, workflow tools or client portals.Nice to have: Power BI, Excel or MI reporting experience.Nice to have: knowledge of FCA-regulated environments and Consumer Duty.Nice to have: experience supporting UAT, system migrations or technology-enabled change. Responsibilities: We work with stakeholders across the business to understand challenges and identify improvement opportunities.We run workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams.We map current and future state processes.We support project discovery and requirements gathering activities.We map and improve the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews.We use operational and client data to measure the impact of change and identify further improvement opportunities.We support the development and enhancement of our client portal.We assist with testing, implementation and change adoption activities.We work closely with technology teams to ensure business requirements are clearly understood. Technologies: CRMExcelSupportPower BI More:
We are a growing wealth management and financial advice business investing heavily in improving how we operate, serve clients and support advisers. We are building a dedicated Business Analysis & Change function and offering the opportunity to join at an early stage, with significant exposure to senior leadership and strategic initiatives. This is a hybrid role based in Bristol, with approximately two days per week in the office. We offer a competitive salary, benefits package and long-term career development, along with the chance to genuinely influence how our business operates.
last updated 29 week of 2026