UAT & Business Readiness Lead

The opportunity

We are looking for a User Acceptance Test (UAT) & Business Readiness Lead to design, embed, and lead a scalable, enterprise-wide testing capability across the full change lifecycle.

You'll ensure that the end users across Head Office and Adviser populations are supported through robust, end-to-end testing covering functionality, usability, workflows, business processes, data, and regulatory outcomes.

Operating within a regulated financial services environment, you'll strengthen IT Quality Assurance by delivering a business-led acceptance and readiness approach - ensuring solutions are fit for purpose, safe to release, and backed by clear, auditable evidence.

This is a hybrid role based 3 days a week in the Leeds office.

The benefits:

• Salary - up to £45,000
• 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 Accountabilities:

• Define and own a standardised, risk-based UAT and Business Readiness Testing framework aligned to the Change lifecycle.
• Establish clear acceptance criteria, entry/exit controls and go-live readiness standards, linked back to the business case and business outcomes / requirements.
• Plan and lead UAT validating end-to-end customer and adviser journeys, workflows and controls.
• Accountable for coordinating and securing formal business acceptance and readiness sign-off prior to go-live.
• Produce inspection-ready evidence supporting audit and regulatory assurance.
• Operate as a fungible testing lead contributing to functional and non-functional testing where required.

What will you need to succeed?

QUALIFICATIONS / EXPERIENCE

• Proven UAT leadership in regulated environments, ideally Financial Advice
• Experience designing or operating Business Readiness and Operational Acceptance models.
• Hands-on functional and non-functional testing experience
• Desirable: Automation testing (Playwright)

KNOWLEDGE

• UAT governance, audit evidence, end-to-end business testing.
• Experience in Wealth/Mortgage financial advice would be highly advantageous.

SKILLS AND COMPETENCIES

• Strong stakeholder management and engagement skills
• Evidence-based judgement
• Delivery focused.
• Good analytical and problem solving skills.
• Strong planning and prioritisation skills.
• Ability to be self-sufficient.
• Capable of reasoning and thinking through problems and be able to independently and jointly develop desired solutions.
• Demonstrate consistent testing practices and principles.
• Collaborative working style.
• 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.