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Business Solutions Lead - Wealth Management, Preston, Lancashire
Client: Qh4 Consulting
Location:
Preston, Lancashire, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
04.06.2025
Expiry Date:
19.07.2025
Job Description:
Job Title: Business Solutions & Data Analyst – Wealth Management (Step-Up Opportunity)
Location: London (Hybrid – approx. 3 days in office)
QH4 Consulting is hiring on behalf of a leading private wealth manager, looking for a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions function.
This is a fantastic opportunity for someone in wealth management with strong systems and data experience who’s ready to step up into a broader, more strategic role. You’ll work closely with the Head of Business and Data Solutions, shaping how technology, data, and process improvements support front-office, dealing, operations, and client service teams.
Why this role?
* You’ll be the right hand to the Head of Business and Data Solutions
* The firm is agile, successful, and values work-life balance (hybrid working, no long-hours culture)
* You’ll help shape strategic change across portals, core systems, and data platforms
The role includes:
* Supporting delivery of the firm’s business and data solutions roadmap
* Leading or contributing to projects including digital onboarding, client portals, and automation
* Working cross-functionally with stakeholders across projects, technology, and front office
* Driving data analytics improvements and reporting tools (e.g., PowerBI)
* Partnering with tech vendors and ensuring optimal use of business systems
We’re looking for someone with:
* 7+ years' experience in a data/business solutions role within a wealth management or private client environment
* Hands-on exposure to tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps
* A proactive mindset and the ability to engage with technical and non-technical stakeholders
* Potential to grow into a future leadership role – you don’t need to be managing a team yet
* Experience with AI in financial services
* Prior mentoring or team leadership (not essential)
Interested?
If you’re ready to step into a broader, more strategic role in a respected private wealth firm – we’d be interested to speak with you.
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