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Business Analyst (IRESS XPLAN) - Sheffield or London

Job LocationSheffield
EducationNot Mentioned
Salary35,000 - 50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Business AnalystSheffield or LondonSalary £35,000 - £50,000 depending on experience and locationCompetitive benefits packageA fantastic opportunity has arisen for a Business Analyst with IRESS XPLAN experience to join a successful wealth management company to be based from either London or Sheffield.This company provides financial planning and wealth management solutions to individuals and companies alike across the UK and beyond with over £5 million in assets under management.On offer will be a competitive salary and benefits package along with the chance to work for a thriving business as it continues to grow.Reporting to the Head of Wealth Planning Optimisation, this is a key role within the business, ensuring the businesses system of record, Iress Xplan is working optimally and is kept up to date with the changes being made to the system.Responsibilities

  • Day to day maintenance of System of Record CRM (Xplan), Client Portal and other Internal Applications
  • Helpdesk User Support and fixing issues
  • Work closely with Iress to ensure maintaining, working on projects and updating system as required
  • Data analysis and design work on new and existing software initiatives
  • Support the business with system and process design
  • Configuration of system - to include cases and wizards, for example
  • Understanding business requirements and working with business to update systems
  • Running queries and extracting data in Xplan
  • Supporting rollout of new technology and digital enabled services
Experience This role would suit anyone who has experience with a Wealth Management system of record / CRM, ideally Iress Xplan), Client Portal, business process design and business user support.
  • Experience of working within the wealth management sector, specifically in regards to Financial Advisors/ IFAs
  • Heavily experienced in the entire business analysis lifecycle, with emphasis on process engineering, stakeholder management and requirements gathering
  • Data migration experience - ideally youll have the ability to show an organisation what "good" looks like (best practices and principles to follow when migrating data)
  • Knowledge of products and platforms
  • Passion to deliver a high-quality service to clients
  • Organisational and communication skills
To apply, send your cv to jenny @ tempestjones . com

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