Your newpany
A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished heritage spanning over 280 years and a listing on the London Stock Exchange, the firmbines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution.
Your new role
As a Senior Business Readiness Analyst, you will be joining an established team of Change Analysts and Managers focusing on front-office projects. This role will specifically sit within the financial planning portfolio and will be required to work directly on key financial planning initiatives. This will include an XPlan integration, focusing on ensuring that the implementation has the adoption required by the business.
The Senior Business Readiness Analyst will also be working on a specific new proposition for the Financial planning business. This is at a very early stage and is the beginning of a revolutionary new proposition for the organisation which can transform the way their FP business performs. There will also be several other initiatives which you will be required to work on.
What you'll need to succeed
1. Strong Financial Planning experience
2. Some Business Analysis experience
3. Business readiness skills, including changemunications, training etc
4. Investment management experience nice to have
5. Solid stakeholder engagement skills
What you'll get in return
6. Benefits package including 9% pension
7. 25 days annual leave
8. Hybrid working - 2–3 days in the office