Business Analyst - Wealth Advice/Financial Planning
Computer Futures

Business Analyst - Wealth Advice/Financial Planning

19 June by Computer Futures
Computer Futures jobs

Our client is a leading Wealth Manager in London, and they are looking for a number of Business Analyst's to support with the re-design of the operating models and business processes within their Wealth Advice/Financial Planning business.

The ideal candidate would have:

  • A strong knowledge of the Financial Planning/Wealth Advice space, and a knowledge of the end to end Financial Planning process (onboarding, regulations, processes/systems), ideally having delivered a number of business transformation projects at other Financial Planning firms.
  • Business change experience - i.e. experience in the re-design of operating models, business process mapping etc.
  • Experience in working with, or ideally implementing X-Plan would be useful but not essential.

If this sounds of interest, please apply.

Please click here to find out more about our Key Information Documents. Please note that the documents provided contain generic information. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.

To find out more about Computer Futures please visit www.computerfutures.com

Computer Futures, a trading division of SThree Partnership LLP is acting as an Employment Business in relation to this vacancy | Registered office | 8 Bishopsgate, London, EC2N 4BQ, United Kingdom | Partnership Number | OC387148 England and Wales

Skills
  • business analysis
  • business change
  • financial planning
  • financial advice
  • requirements gathering
  • wealth management
  • operating model
  • wealth advice
Reference: 55249423
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