Business Analyst Financial Planning (Intelliflo) | Contract | Outside IR35 We are seeking an experienced Business Analyst with a strong background in Wealth Management/ financial planning and hands-on expertise with Intelliflo to support a major front-office transformation programme. This is a contract opportunity with a leading financial services organisation, offered on a day-rate basis (outside IR35). The Role You will play a pivotal role in supporting the migration of a significant financial planning business into an established investment management business. This requires a process-driven, detail-oriented Business Analyst who can map, assess, and bridge operational and technology gaps across front-office systems, workflows, and client-facing processes. Key Responsibilities Analyse and document current and target-state business processes across financial planning and investment management. Identify gaps and define requirements for new process and technology builds. Collaborate with Programme Managers, Product Owners, and Operations teams to ensure alignment. Produce clear, detailed process documentation, business requirements, and user stories. Act as a subject matter expert for Intelliflo within the programme, ensuring the software is leveraged effectively to meet business needs. Key Requirements Proven experience as a Business Analyst within financial planning/wealth management. Mandatory experience with Intelliflo software. Exceptional process-mapping and documentation skills. Strong stakeholder engagement abilities, with the confidence to challenge assumptions and validate requirements. Highly detail-focused with a structured, methodical approach. Previous experience supporting migrations, integrations, or large-scale transformation programmes in financial services. Contract Details Location: London (hybrid working). Duration: Initial 6 months (with potential extension). Rate: Competitive. Engagement: Outside IR35. Due to the high volume of interest in this opportunity, we kindly ask that all applications are submitted online. Please note we are unable to take direct calls regarding this role.