Business Analyst - Wealth Financial Planning

Business Analyst, Financial Planning, Business Process Change/Re-Engineering, Regulated Advice Process (RDR), Planning, Wealth Managment

My Financial Services client is looking for a Senior Business Analyst who is self directing and has project experience in relation to the Regulated Advice Process for High Net Worth clients/Wealth clients/Private Clients. This Advise process was set out following the RDR regulations. This is an urgent role and to summarise what my client is looking for;

EXPERIENCE IN FINANCIAL PLANNING PROJECTS (COULD ALSO BE DESCRIBED AS REGULATED ADVICE PROCESS OR RDR PROCESS/PROCESS IMPROVEMENT EXPERIENCE)

Wealth Management firms can and do give Regulated Advice' to Private Clients. This is essentially the Financial Planning advice process. Though not all firms offer the full range of FP products, the regulated process is the same thing, so people with this type of experience are valid candidates.This is an area of my client which is undergoing massive change - across business and technology, although this particular role relates to the business side. If you have RDR/Regulated Advice Process knowledge and process re-engineering project experience, however, these were not part of the same programme, you will likely still be of interest for this role.

As part of this role you will be facing off to senior stakeholders within the wider business and Front Office and this should be something in which you thrive. The book of work is growing and therefore this is an excellent opportunity for contractor longevity. Full job specification available