3 of 3 Wealth Management Jobs in the West 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 ...