Broster Buchanan
Business Analyst
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Business Analyst - FTC 12 Months
We're looking for an experienced Business Analyst/ Xplan Workflow Lead to own the design, governance and continuous improvement of Xplan workflows across a growing wealth management business.
Working closely with Operations, Technology and Business Intelligence teams, you'll ensure the client journey is accurately captured within Xplan, improving data quality, reducing manual effort and supporting reliable business reporting.
This is an excellent opportunity for someone with strong Xplan expertise who enjoys improving processes, influencing stakeholders and delivering lasting operational change.
The Role
You'll be responsible for:
- Designing and maintaining end-to-end Xplan workflows across the client lifecycle.
- Defining and embedding data entry standards to improve data quality and reporting.
- Working with Technology teams to ensure Xplan configuration supports business processes.
- Conducting regular data quality reviews and driving continuous improvement.
- Acting as the link between Operations and Business Intelligence, ensuring reporting requirements are reflected in workflow design.
- Leading workflow updates following business or system changes.
- Delivering training and guidance to advisers, paraplanners and support teams to encourage consistent adoption.
- Monitoring workflow compliance and identifying opportunities to remove manual processes.
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About You
You'll have:
- 3-5 years' experience in financial planning operations, paraplanning or practice management.
- Strong hands-on experience configuring and managing Xplan workflows and data structures.
- Experience improving business processes within a wealth management or financial planning environment.
- Excellent stakeholder management and communication skills.
- Strong attention to detail with a proactive, continuous improvement mindset.
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Desirable
- Experience within wealth management or another regulated financial services environment.
- Knowledge of Power BI, SQL or data governance principles.
- Experience supporting business transformation or system improvement projects
If you're passionate about getting the best from Xplan and enjoy improving processes that make a real business impact, we'd love to hear from you.
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