Overview
The Senior Business Analyst will play a crucial role in enhancing the financial advice process for clients and advisers in the UK financial services sector. Working closely with various stakeholders, including advisers, operations teams, product managers, and developers, the contractor will lead discovery initiatives, streamline processes, and translate findings into actionable requirements for implementation. This position focuses on improving both user experience and compliance within a private equity-backed environment.
Responsibilities
- Lead discovery sessions to identify process improvements in financial advice.
- Map current processes and propose simplifications based on findings.
- Translate changes into clear business rules, user stories, and acceptance criteria.
- Collaborate with developers to support refinement and user acceptance testing (UAT).
- Engage with stakeholders to validate process designs and gather feedback.
- Utilize expertise in adviser technology to inform process enhancements.
Requirements
- Proven experience as a business analyst within UK financial planning or wealth management.
- Direct experience with client or adviser journeys in an IFA context.
- Track record of independently leading discovery and validating process designs.
- Ability to create business rules and user stories based on analysis findings.
- Familiarity with regulatory controls and process exceptions.
- Experience working in an agile product team and collaborating with developers.
- Knowledge of adviser technology tools such as Curo or workflow automation is advantageous.