Senior Business Analyst

The opportunity

We are looking for a talented Senior Business Analyst to join our team and play a key role in delivering complex business change and technology initiatives. In this role, you will work across multiple large-scale projects, translating business needs into clear, actionable requirements for our technology teams.

You will act as a vital link between business stakeholders and technical teams, ensuring that strategic objectives are effectively translated into innovative and practical technology solutions.

The role will involve leading business and systems analysis across a range of business change and IT improvement programmes. You will analyse operational processes, procedures, systems, and services to identify opportunities for improvement and support the successful delivery of change.

Working in a fast paced environment, you will manage analysis across several complex projects simultaneously, ensuring high-quality delivery and stakeholder alignment.

You will also play an important role in mentoring and upskilling Business Analysts, helping to develop capability and best practice across the team.

This is a hybrid role, working 2 days a week from our 2plan Leeds office.

The benefits:

Salary - £55,000 to £65,000
Bonus scheme - on target bonus - 10%
Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
Critical illness cover
Income protection - 1x salary
Death in service - 4x salary
27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:

Lead business and systems analysis across complex change initiatives and technology projects.
Work closely with business stakeholders to understand needs and translate them into clear, actionable requirements for technology teams.
Analyse business processes, systems and data to identify opportunities for improvement and support effective solution design.
Produce high-quality documentation including business requirements, process maps, and user stories.
Facilitate workshops, gather feedback and support prioritisation of requirements across multiple stakeholders.
Act as a key liaison between business teams, project delivery teams and third party suppliers.
Support project delivery by ensuring solutions are aligned with business objectives and are effectively tested and implemented.
Mentor and support the development of Business Analysts within the team.

What you’ll bring:

Strong experience delivering business and systems analysis within complex change IT programmes.
Ability to translate business needs into clear technical requirements.
Experience facilitating workshops and stakeholder engagement.
Strong process analysis and documentation skills.
Excellent communication and relationship-building abilities.

What will you need to succeed?

Qualifications/Experience:

Experience in business analysis, with some experience working within the financial services industry
Experience of product owner responsibilities and how this supports analysis
Proven experience in complex business and systems analysis, translating business needs into functional and technical requirements
Proficiency in data analysis tools and software (e.g., SQL, Excel, Tableau)
Relevant qualifications such as Lean Six Sigma are advantageous
Experience with project management tools and methodologies is advantageous
Experience on projects delivered by 3^rd party vendors

Knowledge:

Strong understanding of business process analysis and business process modelling/re-engineering
Strong understanding of structured analysis and project management methodologies
Previous experience of designing new processes and their validation, understanding drivers for change and articulating high level business/operational/IT requirements

Why us?

2Plan Wealth Management was Launched in July 2007 and we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.

At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

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Senior Business Analyst

The opportunity

What will you need to succeed?

Why us?

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