Lead Business Analyst

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Background

The Board and CEO have established a new flagship transformation programme, "Ploutos," with the intent of establishing a new partnerships channel alongside SPW's current core business, one which leads the industry in the use of technology and advanced data analytics to deliver personalised, omnichannel client wealth and financial planning experiences.

In 2022 this will focus on building a bionic workplace proposition in partnership with a leading professional services firm, designing and delivering the components that will support further corporate rollouts as well as retail propositions.

The new business will need to have the potential to onboard high volumes of clients per year and to tap into younger, digital-native demographics as well as provide excellent service to wealth clients, all whilst leveraging the USPs that only Schroders Personal Wealth and its relationship with Lloyds Banking Group and Schroders Investment Management can deliver.

The Role

You will be part of our new partnership propositions and channels team, and work closely with multiple stakeholder groups both internal and external, to map, analyse and document business requirements in preparation for execution by the development teams, ensuring that the business design model is adhered to. You will use the insights you gain to understand business problems, challenge approaches, and support the implementation and development of innovative solutions to ensure that Schroders Personal Wealth meets the needs of its colleagues, customers and stakeholders. We believe in an open and collaborative working environment, and we want you to draw upon your experience to help establish this culture across our delivery teams, whilst ensuring we apply appropriate governance to our delivery.

What you'll be doing

Working alongside programme managers, delivery leads, developers, product owners to deliver successful customer/adviser outcomes. The "right hand" to the Product Owner.

Engaging effectively with stakeholders across the business to understand, challenge and document underlying business needs, translating this scope, into OKRs > Epics > Features > User Stories.

Maintaining good knowledge of business and technology areas, providing analysis insight for ad hoc queries, consulting requests, independent reviews and management of quality assurance activity

Assessing the impact, risks and benefits for new or changing requirements that could impact programme delivery

Documenting clear, concise requirements as user stories. Identifying and raising any conflicting items

Taking ownership of, managing and maintaining the product backlog as part of an Agile delivery team

Assisting with testing new platforms and supporting quality assurance

Your qualifications and Experience

6-8 years' experience in a Business Analyst role

Proficient using JIRA and Confluence

Proficient in Agile ways of working, from sprint based ceremonies to participating in PI Planning

Experience working with third party vendors and integrations

Financial Services experience and knowledge of Wealth Management would be desirable

CRM package experience, Salesforce, Dynamics or Similar would be beneficial

Experience working with "Full Stack" developers is desirable

You belong here

At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.

We depend on the unique approaches of our team members to help us meet our ambitions.

We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.

Work in a way that works for you

When it comes to flexible working, we'll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.

What we'll give you

You can expect a career that's full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.

A market leading defined contribution pension scheme.

An additional 4% of your annual salary in a Flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.

25 days holiday allowance plus bank holidays.

An incentive scheme, based on the company's performance and your contribution to it.

About us

Schroders Personal Wealth combines over 400 years of expertise from Lloyds Banking Group and Schroders plc, two leading British companies partnering to bring financial planning services to more people in the UK.

Our focus is on the personal relationship we develop with our customers, underpinned by leading edge technology, multi-channel customer reach and global investment expertise.

We aim to become a top UK financial planning business within five years. Would you like to be part of making this possible?

Join us

Does this sound like a role that you'd like to know more about? If like us, you're more motivated by customers than by targets, and you'd thrive in a culture that is values and client led - then we'd love to hear from you.