Role Overview & Mandate
Executive Summary
Looking for a hybrid role? Fancy joining an experienced wealth platform team growing rapidly rolling out a new product?...
Reviewed by Compensation & Visa Analysts •
Sources: USCIS E-Verify & Home Office CoS
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!
