TOM Business Analyst - Client Documentation

We're looking for a Business Analyst with a strong Wealth Management background to support a client documentation and migration workstream within a leading financial services organisation. Initially till the end of 2025, 500pd inside ir35 via umbrella, ideal for someone experienced in business readiness and client communications.
Role Overview

• Lead impact assessments across a full suite of client documentation
• Manage drafting, review, and sign-off of new client documents
• Oversee creation and approval of consent letters, client packs, and FAQs for migration
• Conduct data reviews of intermediated clients to support scheduling and planning
• Develop roll-out models for new client documentation
• Build business readiness assessments for new propositions: International Select and International Bespoke

Experience & Skills Required

• Strong background in Wealth Management
• Familiarity with Target Operating Models
• Proven experience in managing client documentation and communications
• Excellent stakeholder engagement and coordination skills
• Ability to work independently and drive deliverables with minimal oversight

If you are interested please reply with your most up to date CV.

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