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Business Analyst - UK IFA

Unlock your potential as a Business Analyst with FE fundinfo! Join our dynamic team and play a pivotal role in delivering innovative solutions that drive efficiency, compliance, and growth for independent financial advisers (IFAs) and wealth management firms.

As a Business Analyst, you will have the opportunity to work on exciting projects that directly impact the financial industry. You'll collaborate with product managers, engineers, designers, and business stakeholders to define and document features that solve real-world problems for financial professionals and their clients. This role offers growth opportunities, a chance to engage with industry experts, and the flexibility of a hybrid work environment.

Your key responsibilities as a Business Analyst will include:

  • Working with the Head of UK IFA Product and the Product Manager to define and refine product requirements, ensuring alignment with business objectives and the evolving needs of the IFA and wealth management sector.
  • Gathering, analysing, and documenting business requirements, workflows, and user needs to inform product development.
  • Translating business requirements into clear user stories, functional specifications, and acceptance criteria.
  • Supporting backlog refinement and prioritisation to ensure timely delivery of high-impact features.
  • Acting as a subject matter expert on IFA and wealth management workflows, ensuring solutions meet the specific needs of advisers, paraplanners, and wealth managers.
  • Engaging with IFAs, wealth managers, and other stakeholders to gather feedback, validate product features, and support adoption.

You will need the following experience and skills to join us as a Business Analyst:

  • You will have proven experience as a Business Analyst in fintech, wealth management technology, or financial services.
  • You should be able to translate complex business needs into clear and structured documentation.
  • You will have experience working with cross-functional teams in an Agile development environment.
  • You must possess strong analytical skills, with experience using data to drive business and product decisions.
  • You may have knowledge of the IFA, wealth management, or investment platform industry, including adviser workflows, client servicing, and regulatory considerations.

FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe, and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

Our company culture is built on collaboration, innovation, and continuous learning. We offer flexible hours, hybrid work options, team events, and opportunities for professional development. You'll be part of a supportive environment where your contributions are valued and your growth is encouraged.

Benefits:

  • 25 days of annual leave with the option to buy an extra 5 days each year.
  • Benefit from enhanced paternity, maternity, and shared parental leave.
  • Secure your future with our pension scheme.
  • Advance your career with sponsored learning and development, including formal qualifications.
  • Private medical insurance as employee wellbeing matters
  • Stay fit with discounted gym memberships.
  • Take advantage of the Bike to Work scheme for eco-friendly commuting.
  • Keep your eyes sharp with eye care and flu jab services.

Apply now and we'll aim to get back to you with feedback within 5 working days.

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Business Analyst - UK IFA, FE fundinfo

Unlock your potential as a Business Analyst with FE fundinfo! Join our dynamic team and play a pivotal role in delivering innovative solutions that drive efficiency, compliance, and growth for independent financial advisers (IFAs) and wealth management firms. As a Business Analyst, you'll work on exciting projects that directly impact the financial industry, collaborating with product managers, engineers, designers, and business stakeholders to document features that solve real-world problems for financial professionals and their clients. This role offers great growth opportunities, engagement with industry experts, and a flexible hybrid work environment. Key responsibilities will include defining and refining product requirements to ensure alignment with business objectives and the evolving needs of the IFA and wealth management sector, documenting business requirements and workflows, translating these into clear user stories and specifications, and supporting backlog refinement to ensure timely delivery of high-impact features. Acting as a subject matter expert on IFA and wealth management workflows, you’ll gather feedback from IFAs, wealth managers, and stakeholders to validate product features and enhance adoption. To thrive in this role, you'll need proven experience as a Business Analyst in fintech or financial services, strong analytical skills, and the ability to work effectively in Agile teams. Join us at FE fundinfo, where collaboration and innovation flourish, and where your contributions have the power to make a significant impact!

Frequently Asked Questions (FAQs) for Business Analyst - UK IFA Role at FE fundinfo
What are the key responsibilities of a Business Analyst at FE fundinfo?

As a Business Analyst at FE fundinfo, your key responsibilities will include collaborating with product managers to define product requirements, gathering and documenting business workflows, translating these into actionable user stories and specifications, supporting backlog refinement, acting as a subject matter expert on IFA workflows, and engaging with stakeholders to validate features.

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What qualifications do I need to apply for the Business Analyst position at FE fundinfo?

To apply for the Business Analyst position at FE fundinfo, you should have proven experience in fintech or financial services, strong analytical skills, and familiarity with Agile methodologies. Knowledge of the IFA and wealth management sector is also beneficial.

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How does FE fundinfo support professional development for Business Analysts?

FE fundinfo is committed to the professional development of its Business Analysts. The company offers sponsored learning opportunities, including formal qualifications, to enhance your skills and career growth within the organization.

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What kind of work environment can a Business Analyst expect at FE fundinfo?

At FE fundinfo, Business Analysts can expect a supportive work environment that includes flexible work hours, hybrid options, and a culture of collaboration and continuous learning, allowing you to thrive and make impactful contributions.

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What is the process after applying for the Business Analyst role at FE fundinfo?

After applying for the Business Analyst position at FE fundinfo, candidates can typically expect to receive feedback within 5 working days. The hiring process may include interviews and assessments to evaluate your fit for the role.

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Common Interview Questions for Business Analyst - UK IFA
Can you explain how you gather business requirements as a Business Analyst?

When gathering business requirements as a Business Analyst, it's important to engage with stakeholders through interviews, surveys, and workshops to understand their needs. Document these requirements comprehensively and validate with stakeholders to ensure clarity and alignment.

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How do you prioritize features in a backlog for product development?

To prioritize features in a backlog, I usually assess factors such as business value, customer impact, and implementation effort. Collaborating with product managers and stakeholders ensures that high-impact features are escalated in priority.

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Can you give an example of a successful project you worked on?

One successful project involved developing a new feature that streamlined adviser workflows, which significantly improved user satisfaction. By closely collaborating with IFAs and gathering feedback, we created a solution that met their specific needs and boosted adoption rates.

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What tools do you use for documentation and analysis?

I utilize tools like Jira for managing backlogs and Trello for project organization. For documentation, I often use Confluence or Google Docs, ensuring clear communication and collaboration within the team.

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How do you ensure that you meet compliance and regulatory requirements?

To ensure compliance and regulatory requirements are met, I stay informed about the latest industry regulations and work closely with compliance teams. This collaboration helps ensure all product features align with necessary legal standards and client servicing needs.

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What is your experience with Agile methodologies?

I have extensive experience with Agile methodologies, participating in ceremonies such as daily stand-ups, sprint planning, and retrospectives. This approach helps ensure rapid delivery and continuous improvement in the development cycle.

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How do you approach stakeholder engagement?

I approach stakeholder engagement by maintaining open lines of communication and actively seeking feedback throughout the development process. Regular check-ins and updates help build trust and ensure alignment with their needs.

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What metrics do you track to evaluate project success?

I track metrics such as user adoption rates, feature usage statistics, and stakeholder satisfaction scores to evaluate project success. These indicators help me understand the impact of implemented solutions and guide future enhancements.

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How do you handle conflicting requirements among stakeholders?

When faced with conflicting requirements among stakeholders, I facilitate discussions to uncover underlying needs and priorities. By engaging in collaborative problem-solving, I help find a balanced solution that aligns with business goals.

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What do you consider the most important skill for a Business Analyst?

The most important skill for a Business Analyst is strong analytical thinking, as it enables the translation of complex business needs into clear, actionable requirements. This skill fosters effective communication and collaboration among diverse teams.

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Fundinfo is a leading international platform for information and mandatory publications of investment funds. The platform www.fundinfo.com strengthens the network between fund houses, fund distributors and investors, and is recognised by financial...

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Full-time, hybrid
DATE POSTED
March 23, 2025

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