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We're looking for a Business Analyst with a strong Wealth Management background to support a client documentation and migration workstream within a leading financial services organisation. Initially till the end of 2025, £500pd inside ir35 via umbrella, ideal for someone experienced in business readiness and client communications.
Role Overview

Lead impact assessments across a full suite of client documentation
Manage drafting, review, and sign-off of new client documents
Oversee creation and approval of consent letters, client packs, and FAQs for migration
Conduct data reviews of intermediated clients to support scheduling and planning
Develop roll-out models for new client documentation
Build business readiness assessments for new propositions: International Select and International BespokeExperience & Skills Required

Strong background in Wealth Management
Familiarity with Target Operating Models
Proven experience in managing client documentation and communications
Excellent stakeholder engagement and coordination skills
Ability to work independently and drive deliverables with minimal oversight
If you are interested please reply with your most up to date CV.

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