Business Analyst (Wealth Management)

  • Switch Recruitment
  • Bristol, Somerset
  • 28/04/2026
Full time Information Technology Telecommunications Management Business Analyst

Job Description

We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation.

Owing to this growth our client are seeking a Business Analyst to support a series of M&A integration and change programmes across all areas of the business including operations, finance, technology, compliance, risk etc.

Responsibilities:

  • Be the lead for BA activity across multiple initiatives.
  • Support acquisition integration and change programmes throughout the lifecycle.
  • Analyse and document the business needs via process mapping, data analysis etc and translate this into clear requirements for technology and operational teams.
  • Support M&A activities including migrations, business separations etc.

Experience:

  • Candidates need demonstrable experience as a Business Analyst working on complex change programmes.
  • It is essential that you have proven hands-on experience within wealth management or broader financial services.
  • You will be comfortable working across business and technology teams and be comfortable operating in a fast moving environment.
  • Candidates need to be able to deal with ambiguity and influence senior stakeholders.

In return our client is looking to offer a competitive basic salary and full benefits package including enhanced pension, bonus, generous holiday allowance etc.