Lead Business Analyst

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Schroders Personal Wealth (SPW) is a joint venture between Lloyds Banking Group and Schroders - two of the UK's largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage, but we take a fresh, transparent, and personal approach to financial planning.

We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people's lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client.

Our heritage may be 250 years old, but our sights are firmly set on the future.

The newly formed SPW Technology & Engineering function is responsible for building the technology platform to support our new venture. We are entirely in the cloud, taking advantage of powerful commoditised offerings where we can, and building bespoke cloud-native solutions when they can differentiate us from our competition.

The opportunity - Overview

You will be part of a small team and work with multiple stakeholder groups to understand the structures, business operations, processes, product and service offerings, policies and information systems that will enable Schroders Personal Wealth to achieve its goals.

You will use the insights you gain to understand business problems, challenge existing practices and 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.

What we're looking for

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

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

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

Able to assess the impact, risks and benefits for new or changing requirements that could impact programme delivery

Able to document clear, concise requirements as user stories. Identify and raise any conflicting items

Able to take ownership of, manage and maintain the product backlog as part of an Agile delivery team

Able to assist with testing new platforms and support 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 (desirable)

Experience/knowledge of Wealth Management industry (desirable)

CRM package experience, Salesforce, Dynamics or Similar (desirable)

Experience working with "Full Stack" developers (desirable)

Your qualities

Self-starter: you are able to translate product requirements into technical solutions, and deliver these with high levels of autonomy whilst staying aligned to stakeholder expectations.

Communication: you are a strong communicator and can interpret technical concepts to non-technical stakeholders

Innovative: You stay abreast of new functionality and Salesforce releases and proactively look for ways to improve the platform and leverage new functionality.

Accountable: you take ownership of the path to production, and the operational quality of the product.

Adaptable: you are comfortable working in a fast paced environment and can adopt and adapt to change quickly

Delivery focused: you identify and act on opportunities to increase throughput without compromising on quality. You are able to work around temporary impediments and remain productive.

Collaborative: you pro-actively liaise with other teams to set best practice, share knowledge and ensure early identification and resolution of dependencies and impediments.

Quality driven: you understand that quality control starts with you, and are experienced in the tools and techniques used to test quality in an automated CI/CD pipeline.

Thorough: you consider the full-picture, and understand that details can matter.

Calm: you're positive under pressure and happy to take the lead in challenging times.

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.