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Hybrid – 3 days per week in our London office
Excellent Salary And Benefits Package (see Below)
Succession Wealth is one of the UK's leading, independent financial planning and wealth management businesses with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time to join Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further.
We’re seeking a Business Analyst to join our change and transformation team, supporting the end‑to‑end delivery of initiatives across the organisation. This is a role combining hands‑on project delivery with high‑quality business analysis. You’ll work across multiple initiatives, adapting your approach to suit both Waterfall and Agile environments, while ensuring change is delivered in line with our Change Framework.
Working closely with Senior Project Managers, business stakeholders and technology teams, you’ll take ownership of defined projects or workstreams from initiation through to delivery. Alongside this, you’ll play a key role in understanding business needs, defining requirements and supporting successful implementation.
The Opportunity
- Managing projects or workstreams end‑to‑end, from initiation to handover.
- Building and maintaining project plans, schedules and delivery artefacts across multiple initiatives.
- Eliciting, analysing and documenting business requirements in collaboration with stakeholders.
- Applying the most appropriate delivery approach (Agile or Waterfall) based on the needs of each piece of work.
- Supporting testing, UAT and implementation, including documentation and training materials.
- Analysing processes and data to identify gaps and improvement opportunities.
- Actively managing risks, issues, dependencies and assumptions, escalating where required.
- Producing clear, accurate status updates for Senior Project Managers and stakeholders.
- Supporting cost tracking, forecasting and benefits delivery where needed.
- Supporting prioritisation and agreement of requirements, keeping desired outcomes and benefits in focus.
- Producing current‑state and future‑state process models.
- Translating business requirements into functional delivery artefacts working with technology and operational teams.
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What We’re Looking For
- Experience in a project delivery or hybrid project management/business analyst role within a change or transformation environment.
- Strong understanding of project delivery lifecycles and business analysis techniques.
- Practical experience of working across both Agile and Waterfall methodologies.
- Confident stakeholder engagement and communication skills.
- Ability to manage multiple priorities while maintaining quality and attention to detail.
- Strong planning, organisation and problem‑solving skills.
What You Can Expect From Us
A competitive basic salary, annual pay reviews and performance linked increases as well as:
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- 25 days Annual leave increasing with service, plus bank holidays and additional days for Christmas closure
- Excellent company pension scheme with a generous employer contribution
- Agile and family friendly working arrangements to allow for a great work/life balance
- Company sick pay
- Enhanced maternity, paternity and adoption pay
- Up to 40% discount on Aviva Insurance & Investment products
- £450 towards the purchase of home office equipment
- Group Life Assurance Scheme: 8 x salary
- Access to our Benefit Hub; discounts on shopping, dining out, holidays and lots more
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening
- Charity Days
- Company Events
Support in achieving your career goals
- Sponsorship for relevant professional exams and study leave
- Access to funded apprenticeships in a range of topics, such as leadership & management
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams
- Clear career pathways and internal job opportunities
- Access to a range of free courses via our Learning Management system
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