SUMMARY:
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POSITION INFO:
Our Client
Our Client is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. Theyhave approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.
Their vision: They aspire to be the best at building enduring relationships by connecting clients with Company. They create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer product questions.
What will you do?
The core purpose of the role is:
- To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.
- To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the product experience - as well as the end-user customer's experience.
- To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
- To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
- Manage and take ownership of allocated projects/tasks, as well as assigned resources.
What will make you successful in this role?
Requirements Elicitation and Management
- Lead and facilitate workshops, interviews, and discovery sessions with business users, compliance, and technology teams to capture, analyse, and document complex business needs.
- Translate high-level business requirements into clear, concise, and detailed artefacts, including User Stories, Acceptance Criteria, Use Cases, Process Maps, and Data Flow Diagrams.
- Manage the product backlog in collaboration with the Product Owner, prioritising and refining stories to ensure the development team has a continuous stream of well-defined work.
- Act as the primary subject matter expert (SME) on the advisor web application's functionality, workflows, and business rules.
- Analysis and Design
- Perform detailed gap analysis between current state and desired future state, identifying all necessary changes to business processes, system functionality, and data models.
- Collaborate with UX/UI designers to develop wireframes and prototypes, ensuring the user experience meets both the business needs of the advisor and necessary regulatory requirements.
- Define and document non-functional requirements (e.g., performance, security, scalability).
- Proactively identify risks, issues, and dependencies, proposing mitigation strategies to the project management and leadership teams.
Stakeholder Collaboration and Communication
- Bridge communication gaps between technical teams (Developers, QA) and non-technical stakeholders (Financial Advisors, Sales, Compliance).
- Present analysis findings, proposed solutions, and trade-off options to senior business and technology leaders, influencing decision-making.
- Support the QA team by reviewing test cases and participating in User Acceptance Testing (UAT) to ensure solutions meet the intended business objectives.
- Assist in creating training materials, release notes, and documentation for new features deployed to the financial advisor user base.
Qualification and Experience
- Over 5 years of experience as a Business Analyst, including at least 2 years in a Senior or Lead position.
- Mandatory experience with a Web Application, SaaS product, or B2B/Enterprise platform.
- Experience with modelling techniques, such as BPMN (Business Process Model and Notation) and UML (Unified Modelling Language).
Preferred Qualifications
- Familiarity with regulatory frameworks affecting financial advisors
- Experience in analysing and integrating with APIs and third-party financial data providers.
- Certifications such as CBAP, PMI-PBA, or Certified Scrum Product Owner (CSPO).
Knowledge and Skills
- Strong domain knowledge in Financial Services is essential (e.g., Wealth Management, Investment Advisory, Brokerage, or Retail Banking).
- Expert-level proficiency in Agile/Scrum methodologies and tools (e.g., JIRA, Confluence, Azure DevOps).
- Exceptional communication skills (both written and verbal) and presentation abilities, with the capacity to explain complex technical and financial concepts clearly.
Core Competencies
- Analytical Thinking
- Decision Making
- Technical Professional Skill
- Business Acumen
- Building and Maintaining Relationships
