Overview

Senior Technical Business Analyst role at Wealth Wizards. This role translates the signed-off Principles & Polices into Financial Guidance & Advice specifications and acceptance criteria that enable the Product teams to build and iterate automated guidance & advice services, and produces high quality documentation for record keeping and supporting tenant governance.

Location and Benefits

• Location: Remote-first working within the UK, occasional team meet-ups


• Benefits include: Competitive salary, flexible working, 25 days holiday, a paid day off to celebrate your birthday, up to 10% employer pension, company bonus scheme, private medical insurance, enhanced parental leave and many more listed below.

About Us

At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.

Wealth Wizards' customers are financial services organisations and financial intermediaries and employers, all of whom are engaging with large numbers of individuals regarding their finances. We work with employers who wish to improve financial wellbeing in their employee population as part of their engagement and employee benefits programmes.

All of this comes from a single platform that combines machine learning and AI with best-in-class technology, guided by a core team of financial services professionals.

We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.

If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.

About the Role

This role translates the signed-off Principles & Policies into Financial Guidance & Advice specifications and acceptance criteria that enable the Product teams to build and iterate automated guidance & advice services, and produces high quality documentation for record keeping and supporting tenant governance.

Responsibilities

• Working from approved policies and principles, identifying options for potential solutions and assess them for both technical and business suitability and agree solution with key stakeholders and sign-offs.


• Document the specification, with maximum clarity (e.g. including any agreed data labels from data dictionary) and acceptance criteria.


• Where tractable, create example spreadsheets / branching diagrams etc to illustrate logic to key stakeholders and sign-offs.


• Define clear links to any centralised parameters (e.g. PLSA standards, State Pension values, contribution allowances etc).


• Specify where centralised calculations services are being used - specify inputs and outputs to centralised service.


• Clarify what is and isn’t configurable per tenant.


• Work with Product Managers, User Experience Designers, Engineers and Quality Engineering to ensure efficient build and testing of specification.


• Produce documentation in a format appropriate for our internal record keeping, ‘ready to build' and 'done' stage gates.


• Adhere to all Information Security policies and procedures.

Your Profile

• Able to understand and interrogate Financial Guidance & Advice Principles and policies.


• Exceptional stakeholder management skills and collaboration skills driving consensus at all levels.


• Able to drive clarity and transparency in uncertainty, deal with ambiguity and work with changing scope.


• Able to take ownership and drive to timely resolution.


• Exceptional attention to detail.


• Strongly numerate.


• Able to communicate and/or present credibly and effectively at all levels (written and verbal).


• Excellent planning, organisation and time management skills.


• Ability to meet deadlines.


• Comfortable with use of IT systems and able to learn new systems quickly.


• Demonstrate Wealth Wizards core values (PEARH) as below.

Your Experience

• Experience of working as a Senior Business Analyst (or equivalent) role in a financial services environment.


• Understanding of retail financial services and digital services.


• Dealing with complex mappings of processes or logic.


• Experience in the delivery of financial guidance & advice.


• Experience in the delivery of digital services.


• Experience of agile delivery and working with software Product teams.


• Related qualifications (e.g. Diploma Qualified - RFP level 4, Project Management, Agile Development).

Our Values

Expert

• Constantly seeking new learning/ self-development opportunities


• Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)


• Professional

Accessible

• Adaptable and enjoys a challenge


• Builds strong collaborative relationships


• Flexibility to work in a fast-moving business which is developing rapidly

Reliable

• Conscientious and tenacious


• Total trustworthiness essential


• Highly organised, methodical, meticulous and disciplined


• Takes ownership


• Company results focused


• Desire for continual improvement


• Looks for new client development opportunities


• We prioritise a sustainable work/life balance


• We have a collaborative learning culture that promotes psychological safety


• 25 days annual leave plus every bank holiday


• Company pension (up to 10% employer contribution)


• Company performance based Bonus scheme


• Paid day off to celebrate your birthday


• Additional holiday purchase (up to 5 days per year)


• Additional holidays for length of service (up to 3 days)


• Private medical insurance


• Dental and health cash plans


• Enhanced parental leave and pay


• Discounts on gym membership and health screening


• Employee assistance programme


• Life assurance of 4x basic salary


• £500 pension advice per year


• 6 paid days per year for self development


• £500 individual training budget per year


• Professional memberships funded


• Salary sacrifice car scheme

The Important Bit

We can only accept applications submitted via our application link. CV's sent via direct message won’t be seen.

Wealth Wizards don’t accept any CV's received from recruitment agencies where terms of business have not been signed and instruction has not been given. We will not consider or agree to payment of any recruiter fee under these circumstances.

Applicants must located within, and have the right to work permanently in the UK.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Analyst