Business Analyst
Summary
Analyzes adviser workflows in UK wealth-management firms to identify and implement operational improvements.
Salary: £50,000 - 50,000 per year Requirements: We require 4 years of experience within a UK financial advice or wealth management business in a Business Analyst role. We require a strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. We require a good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. We r…