At Wealthtime, we take pride in our role as a multi‑award‑winning financial technology company, known for our outstanding 5‑star service platform. Our journey is guided by shared values: ‘Seek Opportunity’, ‘Nurture Each Other’ and ‘Simply Get Going.’
About The Role
As a member of the Transformation team, the Business Readiness Lead will play a key role in supporting the successful delivery of transformation initiatives. You will lead and coordinate business readiness activities across Wealthtime’s strategic transformation programmes, ensuring seamless adoption of platform enhancements and business changes. You will work closely with Operational Business Analysts, Project Managers, wider business stakeholders and third‑party suppliers to effectively deliver change. This role is a 12‑month fixed‑term contract.
Key Responsibilities
* Lead the preparation and execution of business readiness activities across Transformation initiatives.
* Identify and collaborate with key stakeholders to drive adoption and support them in roll out to teams and the external market.
* Develop go‑live readiness plans for the workstreams and post‑implementation support/hypercare strategies.
* Support the project teams with migration and cutover activities which may be across multiple departments.
* Work in collaboration with third‑party suppliers to ensure alignment of delivery objectives across the programme.
* Work in collaboration with communication teams to ensure that communication channels are factored into business readiness activity planning.
* Work in collaboration with Business Analysts and Project Managers to ensure dependencies and interdependencies between workstreams are planned for accordingly.
* Apply consistent project methodologies and maintain accurate documentation.
* Conduct post‑implementation reviews and share lessons learned so that these can be considered for the other programme activities.
* Contribute to the enhancement of change management practices.
* Identify and document process changes and/or improvements that come about as a result of the business readiness activities.
* Support the Head of Strategic Transformation and Project Managers with ad hoc transformation activities/requests.
* Demonstrate flexibility during periods of high workload, assisting with other key transformation activities when required.
About You
* Proactive, analytically minded with good attention to detail.
* Excellent interpersonal, written and verbal communication skills.
* Strong analytical and problem‑solving skills.
* Ability to work collaboratively with cross‑functional teams.
* Excellent drive with ability to work unsupervised and under own initiative.
* Ability to work well under pressure in a fast‑paced environment and meet tight deadlines.
* Adaptable and open to learning.
* Highly organised and detail‑oriented.
* Can‑do attitude, eager to contribute to team success and strategic objectives.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and change management tools.
Desirable
* Robust experience working in the Financial Services Industry (experience working on platforms is a bonus).
* Experience in investment management, asset management, or capital markets is highly valued.
Rewards & Benefits
* Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
* Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
* Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
* Generous Holiday Package: You’ll receive 34 days of holiday per calendar year, including bank holidays. Plus, you can purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
* Wellbeing at Heart: We offer a Wellbeing day, allowing you to take a break when you need it most, whether it’s for your birthday, moving house, or simply pampering yourself.
* Professional Growth: We’re committed to your professional development and will support and encourage your career advancement.
* Comprehensive Health: You and your family’s health is a priority for us. We provide a private medical scheme that can be extended to full family coverage, an income protection scheme, and a life assurance scheme.
* Financial Security: Prepare for your future with our group contributory pension scheme.
* Travel with Ease: We offer interest‑free season ticket loans to help with travel costs.
* Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
* Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
* Recognition Matters: Our excellent in‑the‑moment recognition scheme ensures your hard work is acknowledged and celebrated.
Seniority level
Entry level
Employment type
Full‑time
Job function
Business Development and Sales
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long‑term health conditions.
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