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Business Analyst - Wealth Management
£300-£400 per day (Outside IR35)
Initial 3-4 Months contract
Birmingham (Hybrid)

REED Technology are working with a client with an exciting opportunity for a Business Analysts to support the integration of a new investment platform being implemented within a UK Wealth Management environment. You will work across business and operational teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems.

Key Responsibilities

Gather and document business and functional requirements across Wealth, Operations and Client Servicing teams.

Map as-is and to-be processes, identifying impacts and required changes.

Support workflow and data integration between the new platform and Iress Xplan CRM.

Work with technology, operations and vendor partners to validate requirements and support solution design.

Contribute to testing, training and business readiness activities.

Skills & Experience Required

Wealth Management experience is essential, including adviser workflows, operations or investment administration.

Proven experience in CRM or platform integration / implementation projects.

Strong process mapping (BPMN or equivalent) and requirements documentation capability.

Excellent stakeholder communication and structured analytical approach.

Desirable

Experience with Pershing / Nexus platforms.

Familiarity with Iress Xplan configuration or integration work.

If you have the skills and experience to carry out this role, and immediately available, please apply using the link provided.
For your application to be considered, you must have full rights to work in the UK