Business Analyst - Wealth Management Platform Implementation Hybrid
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Position Overview & Specifications
Looking for a hybrid role? Fancy joining an experienced wealth platform team growing rapidly rolling out a new product? A new business where you can really make an impact? If so, please read on…
Role – Business Analyst aka Business Consultant, Implementation Consultant etc
Salary – 70 – 90K + Bonus + 25 days holiday + 6% Pension + Private Medical, Income Protection, Life Insurance
Location – London (2 days office / 3 days work from home)
You
- Solid experience of implementing software or platform services in the wealth management industry.
- Understanding of discretionary wealth management (e.g. managed portfolio services) and advisory wealth management (IFA networks etc).
- Excellent experience of stakeholder management or client relationship management.
- Experience of Data Analysis or Migration.
Any experience of SQL or Project management would be a bonus but is not a requirement.
The role
The Business Analyst will become an expert in the company's Wealth Platform, providing training and support to new clients. They will be responsible for developing specifications for bespoke enhancements/interfaces, analysing source data, and planning and implementing data migration strategies. Additionally, they will work with project managers to ensure successful implementation of projects and build relationships with clients to identify additional services that may be of interest
If you are ready to take on a new challenge and join a dynamic team that is changing the game in wealth management please send your cv for a swift response!
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Software Development
Based on transatlantic hiring benchmarks for Business Analyst - Wealth Management Platform Implementation Hybrid roles across hireful's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Software Development.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £70,000 - £90,000 bracket, including retirement vesting and health parity.
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