4 of 4 Wealth Management Jobs in the Midlands

XPlan Business Analyst - £450 p/d - OUTSIDE IR35 Our client is on the lookout for an experienced Business Analyst to support a critical Wealth Management technology programme. Specifically, the successful Business Analyst will play a key role in the implementation and integration of a new investment platform … with multiple teams, acting as a bridge between business requirements and technical delivery. This role would suit a highly capable Business Analyst with strong Wealth Management experience , particularly within investment platform implementations. Ideally, they will also have experience with Iress Xplan. £450 p/d - OUTSIDE IR35 ...

looking for a Business Analyst who thrives on solving complex problems, driving change, and delivering impactful solutions. If you have a background in Wealth Management, Banking, or Financial Services , and you’re passionate about leveraging Agile methodologies and CRM systems to transform business processes, this role … support change initiatives. Perform user acceptance testing and ensure successful release handovers. What We’re Looking For Proven experience as a Business Analyst within Wealth Management, Banking, or Financial Services . Strong understanding of Agile methodologies . Hands-on experience with CRM systems – XPlan preferred, but IRISS, Salesforce ...

Business Analyst I am currently recruiting for a Business Analyst with experiences of working within wealth management to join a leading organisation based within the Midlands. This role would require you to build and manage critical relationships and work with a variety of sources to maintain … Week Onsite Responsibilities Business process mapping Requirements gathering Stakeholder engagement Quantitative research Workshop Facilitation Documentation proposal Key Skills Previously worked within Financial services and wealth management is a MUST Continuous improvement experience Documentation skills TOM experience Workshop facilitation Excellent team player skills For any questions, please feel free ...

Helpdesk Support Technician Leicester £24,000- £28,000 An established and growing Wealth Management organisation have an exciting new opportunity available for a Level 1 IT Helpdesk Support Technician to join their growing business. This is an excellent opportunity for someone with strong customer service skills … Assist with password resets, account access and user profile issues Set up and configure user devices including laptops, desktops, printers and mobile devices Incident Management Log incidents and service requests accurately within the helpdesk system Prioritise and manage tickets in line with service-level targets Escalate complex or unresolved ...