Business Analyst

The opportunity

We are looking for a talented Business Analyst to join our team and play a key role in delivering change projects across the business. In this position, you will translate business needs into clear, actionable requirements for our technology teams, helping to bridge the gap between strategic objectives and effective technical solutions. You will be responsible for analysing business processes, systems and operational procedures to support business change initiatives and IT improvement programmes, contributing to the delivery of efficient and impactful solutions across the organisation.

This is a hybrid role based in our Leeds office, with the requirement to be in the office 3 days a week.

The benefits:

• Salary - Up to £54,000
  
• Bonus scheme - on target bonus - 7.5%
  
• 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 Responsibilities:

• Conduct business and systems analysis to support business charge initiatives and project delivery.
• Work closely with stakeholders to understand business needs and translate them into clear functional and technical requirements.
• Facilitate workshops and stakeholder sessions to gather, validate, and prioritise requirements.
• Analyse data from multiple sources to identify trends, insights, and opportunities for technology solutions.
• Produce and maintain clear documentation including requirements, use cases, process flows, data mapping and governance materials.
• Collaborate with business SMEs, project teams, and technology teams to ensure requirements are understood and solutions are effectively delivered.
• Analyse current processes and workflows to identify opportunities for improvement, efficiency, and technology enhancement.
• Support the implementation and evaluation of process improvements, while acting as a key liaison between business stakeholders and technology teams.

What will you need to succeed?

Qualifications/ Experience:

• Experience within financial services, particularly in areas such as wealth management, mortgages, or protection products.
• Experience of product owner responsibilities and how this supports analysis
• Proven experience in business systems analysis, translating business needs into clear functional and technical requirements.
• Strong data analysis skills with proficiency in tools such as SQL, Excel, Tableau, or similar technologies.
• Solid understanding of business process analysis, process modelling, and process improvement methodologies.
• Excellent communicator, stakeholder management, and facilitation skills with the ability to simplify complex information.
• Strong analytical and problem-solving abilities, with a structured approach, attention to detail, adaptability, and a continuous improvement mindset.

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.