Business Analyst

Business Analyst - Wealth Platform Transformation
Bath / Hybrid Up to 80,000 + Bonus & Benefits

Are you an experienced Business Analyst with a background in the Wealth Management or Investment Management industry? Perhaps you've a track record of delivering complex Platform Transformations, Migrations, or Target Operating Model (TOM) changes

Our client is a next-generation financial services group currently undergoing a major strategic journey to redefine their investment platform and advice services. This is a high-impact opportunity where you lead analysis for large-scale initiatives that shape the future experience for both advisors and customers.

Your Impact

• Leading on Transformation: Drive the end-to-end project lifecycle for major platform initiatives, from initial discovery and requirements elicitation through to functional specifications and implementation.
• Optimising the Future: Map "As-Is" and design high-efficiency "To-Be" processes, identifying every opportunity for automation, simplification, and operational efficiency within technical workflows.
• Strategic Collaboration: Partner with third-party outsource providers, vendors, and internal SMEs to validate solution designs and ensure business needs are met.
• Quality Assurance & Governance: Assist PMs with scope and governance materials while leading critical UAT planning, test scenario creation, and defect triage.

What We're Looking For

• Sector Experience: Proven experience as a Business Analyst within Wealth Management, Investment Platforms (Wrap/SIPP/ISA), or broader Financial Services.
• Change Track Record: Demonstrable experience supporting large-scale digital transformation, platform change, or complex migration programmes.
• Technical Toolkit: Mastery of core BA techniques, including processing mapping, data mapping, and translating complex business rules into structured documentation.
• Communication & Influence: A proactive mindset with the ability to challenge stakeholders constructively and present complex information simply to non-technical audiences.
• Desirables: Knowledge of the UK Regulatory environment impacting wealth/investment platforms, exposure to Agile delivery, or experience within group-structured organisations.

With offices located in the centre of Bath, this role offers a flexible hybrid working model in a collaborative and forward-thinking environment. You'll enjoy a benefits package that includes 34 days holiday, a discretionary annual bonus, private medical insurance, income protection, life assurance, season ticket loans and more, alongside excellent opportunities for career growth and progression.

Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.