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Business analys. financial planning

St Albans
PROJECTING LTD
Financial planner
Posted: 1h ago
Offer description

Job Opportunity: Business Analyst Location: London Duration: 6 Months-12 months Department: Wealth Advice / Business Change About the Project Our client is embarking on a strategic transformation of its Wealth Advice proposition by implementing a new third-party Financial Planning system X-plan. This end-to-end integration, including a digital portal, will replace the current FP application and enhance the operating model to support future growth. Sponsored by the Executive Head of Advice, the project aims to deliver a fully operational X-plan solution within six months. The Role We are seeking a Business Analyst to join our Business Change team and work closely with stakeholders across the Wealth Advice function. You will play a key role in embedding X-plan into the core business operating model, ensuring seamless transition and adoption. 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. Familiarity with X-plan is desirable but not essential. Skills & Competencies Business Analysis & Process Mapping Test Analysis & Quality Assurance Stakeholder Engagement & Communication Training Material Development & Delivery Collaborative Teamwork in Matrix Environments Preferred Background Private Client Wealth Advice / Financial Planning within large financial institutions.

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