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Financial Planning Business Analyst

Job Description

I am pleased to be assisting a well established Wealth Management Company in their search for a Business Analyst to help to improve efficiencies within the Financial Planning function..

The role will involve working directly with the Financial Planning and Operations team to map existing processes and identify ways to create improvements within areas such as onboarding, annual reviews and back-office processes.

Experience of financial planning will be a necessity alongside the below key areas of knowledge and experience:

  • Significant experience of financial planning processes and ability to establish credibility with front-office stakeholders.
  • Experience of mapping current processes and creating Target Operating Models. .
  • Able to evidence previous experience of delivering benefit through reviewing processes.
  • A willingness to travel within the UK as part of this role.

If you would like to discuss the role in further detail please contact me via or 0203 800 1584.