Business Analyst - Financial Planning (Advisers & IFAs) experience
Posted 1 week ago by Projecting by Izertis
Negotiable
Undetermined
Remote
Greater London, England, United Kingdom
Summary: This contract remote role seeks a Business Analyst with expertise in Financial Planning, particularly in collaboration with Advisers and Independent Financial Advisers (IFAs). The position involves analyzing business processes, documenting requirements, and facilitating communication among stakeholders as part of a strategic transformation project for a new Financial Planning system. The role emphasizes process analysis, improvement identification, and project implementation support.
Key Responsibilities:
- Collaborate with business stakeholders to analyse and define the future operating model.
- Specify solutions and resolve issues related to Financial Planning processes and system integration.
- Support testing activities including scenario definition, quality assurance, and review of UAT.
- Contribute to the creation and delivery of training materials and user guides.
- Engage in sophisticated stakeholder management across business and technology teams.
Key Skills:
- Proven experience in Financial Planning / Regulated Advice, ideally within large banks or financial institutions, or independent financial advisers.
- Strong understanding of end-to-end FP processes including product implementation, fee charging, and reconciliation.
- Demonstrated ability to analyse business processes and articulate operating model changes.
- Experience in business analysis, testing, and training delivery within project environments.
Salary (Rate): undetermined
City: Greater London
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Role Description This is a contract remote role for a Business Analyst with experience in Financial Planning, specifically working with Advisers and Independent Financial Advisers (IFAs). The Business Analyst will be responsible for analysing business processes, gathering and documenting business requirements, and providing communication support between stakeholders. Day-to-day tasks will include conducting process analysis, identifying areas for improvement, and participating in project implementation. Our client is embarking on a strategic transformation of its Wealth Advice proposition by implementing a new third-party Financial Planning system. This end-to-end integration, including a digital portal, will replace the current FP application and enhance the operating model to support future growth.
Key Responsibilities
- Collaborate with business stakeholders to analyse and define the future operating model.
- Specify solutions and resolve issues related to Financial Planning processes and system integration.
- Support testing activities including scenario definition, quality assurance, and review of UAT.
- Contribute to the creation and delivery of training materials and user guides.
- Engage in sophisticated stakeholder management across business and technology teams.
Required Experience Proven experience in Financial Planning / Regulated Advice, ideally within large banks or financial institutions, or independent financial advisers. Strong understanding of end-to-end FP processes including product implementation, fee charging, and reconciliation. Demonstrated ability to analyse business processes and articulate operating model changes. Experience in business analysis, testing, and training delivery within project environments.
Company Description Projecting by Izertis specializes in providing tailored project and programme management services to the financial services sector. Our clients range from banks, investment managers, and financial planners to platform providers, business consultancies, and professional services firms. We bring a wealth of experience and expertise in areas such as platform migrations, capital raising, product development, and property moves. To learn more about us, visit our website or contact us via email.