Skills: Platform Transformation, Wealth Management, Investment Platforms, Financial Services, Business Analysis, Process Improvement, Stakeholder Engagement, Agile
Business Analyst – Wealth Platform Transformation
Bath / Hybrid | Up to £80,000 + Bonus & Benefits
Are you an experienced Business Analyst with a background in the Wealth Management or Investment Management industry? Perhaps you’ve a track record of delivering complex Platform Transformations, Migrations, or Target Operating Model (TOM) changes
Our client is a next-generation financial services group currently undergoing a major strategic journey to redefine their investment platform and advice services. This is a high-impact opportunity where you lead analysis for large-scale initiatives that shape the future experience for both advisors and customers.
Your Impact
What We’re Looking For
With offices located in the centre of Bath, this role offers a flexible hybrid working model in a collaborative and forward-thinking environment. You’ll enjoy a benefits package that includes 34 days holiday, a discretionary annual bonus, private medical insurance, income protection, life assurance, season ticket loans and more, alongside excellent opportunities for career growth and progression.
Bath / Hybrid | Up to £80,000 + Bonus & Benefits
Are you an experienced Business Analyst with a background in the Wealth Management or Investment Management industry? Perhaps you’ve a track record of delivering complex Platform Transformations, Migrations, or Target Operating Model (TOM) changes
Our client is a next-generation financial services group currently undergoing a major strategic journey to redefine their investment platform and advice services. This is a high-impact opportunity where you lead analysis for large-scale initiatives that shape the future experience for both advisors and customers.
Your Impact
- Leading on Transformation: Drive the end-to-end project lifecycle for major platform initiatives, from initial discovery and requirements elicitation through to functional specifications and implementation.
- Optimising the Future: Map “As-Is” and design high-efficiency “To-Be” processes, identifying every opportunity for automation, simplification, and operational efficiency within technical workflows.
- Strategic Collaboration: Partner with third-party outsource providers, vendors, and internal SMEs to validate solution designs and ensure business needs are met.
- Quality Assurance & Governance: Assist PMs with scope and governance materials while leading critical UAT planning, test scenario creation, and defect triage.
What We’re Looking For
- Sector Experience: Proven experience as a Business Analyst within Wealth Management, Investment Platforms (Wrap/SIPP/ISA), or broader Financial Services.
- Change Track Record: Demonstrable experience supporting large-scale digital transformation, platform change, or complex migration programmes.
- Technical Toolkit: Mastery of core BA techniques, including processing mapping, data mapping, and translating complex business rules into structured documentation.
- Communication & Influence: A proactive mindset with the ability to challenge stakeholders constructively and present complex information simply to non-technical audiences.
- Desirables: Knowledge of the UK Regulatory environment impacting wealth/investment platforms, exposure to Agile delivery, or experience within group-structured organisations.
With offices located in the centre of Bath, this role offers a flexible hybrid working model in a collaborative and forward-thinking environment. You’ll enjoy a benefits package that includes 34 days holiday, a discretionary annual bonus, private medical insurance, income protection, life assurance, season ticket loans and more, alongside excellent opportunities for career growth and progression.
