Business Analyst Wealth Manager

Salary: £45,000 - 60,000 per year

Requirements:

• We need a solid Business Analyst mindset and a genuine understanding of financial advice and the adviser journey.
• You need to be able to hit the ground running on the advice side without a lengthy handholding period.
• You should be comfortable discussing options across Power Platform, Power BI, SQL, web applications and integrations.
• Some background in M&A, acquisition integration or working within a consolidating business would serve you well.
• This would suit a strong step forward in a growing BA career within financial services.

Responsibilities:

• We work across the business to understand, scope and shape transformation projects before handing them over to IT for delivery.
• We take ideas at the front end of the BA lifecycle and turn them into something ready to build.
• We manage stakeholders across both the business and technology sides.
• We gather requirements.
• We help the firm solve real problems rather than chasing technology for its own sake.

Technologies:

• Power BI
• SQL
• Web
• Support

More:

We are a wealth manager building something genuinely different in financial advice, and this is a hybrid role based in Bristol. We have doubled in size in the last 18 months, completed numerous acquisitions, and have ambitions to significantly accelerate that pace. Our technology function sits right at the centre of that growth as a genuine commercial driver. The BA function is currently supported by one experienced individual, and we plan to grow the team over the next 12 to 18 months, so this is the start of that journey. This role offers a strong step forward in a growing BA career within financial services. No up-to-date CV is required.

last updated 36 week of 2026