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Wealth Business Analyst


Swindon, Wiltshire

Work type:


Business sector:

Business Change & Transformation


£450 - £465 per day

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Matthew Pearce

Wealth Business Analyst / Swindon / Wealth Management / Advisor tools / Contract

July Start - 6 Month Contract - £450 Day Rate

A key financial services client of ours in the South West is looking for a Wealth Business Analyst to join their team for a 6-month contract starting early July. Working in a multidisciplined team you'll be working on a number of projects supporting the various tech teams in the business.

Skills required:

* Excellent experience using point of sale advice tools such as ATR and Cashflow Modelling

* Good understanding of proposition development processes

* Good understanding of system integration and standards used such as Origo Standards and SFTP solutions

* Good awareness of investment propositions in Wealth Channels and investment platform solutions and product providers

* Excellent communication and presentation skills, and ability to build rapport within the business and with product owners and 3rd parties quickly

* Knowledge of structured project management methodologies

* Background in Financial Services, IT, and technology-enabled change

* Experience with Distribution Networks is an advantage

Wealth Business Analyst / Swindon / Wealth Management / Advisor tools / Contract

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