Woven Advice
Technical Business Analyst
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About Woven
Woven is a seed-stage fintech building the data infrastructure that has been missing from UK financial advice. Our platform helps advisers uncover the savings hidden in their clients' portfolios, often thousands of pounds per client in fees, as part of a wider mission to save UK investors over £7 billion a year. Woven Analytics gives advisers a single, normalised view of their whole book, and we are already partnered with around 50% of the UK investment platform market.
We believe clean data is the bedrock of good advice. It is also very hard to come by. That gap is the reason we exist.
About the Role
We are hiring a technical Business Analyst to sit between our clients, our partners and our development team.
This is a hands-on, high-trust role in a small, lean team. You will take what advice firms, platforms and providers need, work out what is really being asked, and turn it into specifications our developers can build from. You will work alongside our developers and data architects to design the integrations and data management solutions that move client data safely across the industry. If you like asking good questions, enjoy being the person who translates between business and technical people, and care about getting the detail right, you will do well here.
The data we handle is personal and financial, so security and privacy are not an afterthought. They shape every design decision we make.
What you'll do
- Work directly with clients and third parties to gather integration requirements, getting to what they actually need rather than what they first ask for
- Convert business requirements into clear, unambiguous technical specifications that developers can build from without guesswork
- Work with our developers and data architects to design integration and data management solutions
- Build data security and privacy into every design from the start, and challenge anything that puts client data at risk
- Map data flows between advice firms, platforms, providers and Woven, and document how and why data moves
- Be the bridge between technical and non-technical people, inside the business and out
- Work in short agile cycles alongside a small, lean development team, refining requirements as we learn
- Turn what you learn on one integration into reusable patterns, templates and documentation so nobody solves the same problem twice
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What we're looking for
We care as much about understanding financial services data as we do about BA technique. Methods can be taught; knowing why a platform feed and an adviser's back office never quite agree takes years to pick up.
Essential
- Experience as a technical Business Analyst working closely with a development team
- A track record of turning business requirements into technical specifications for integrations or data solutions
- Domain experience with financial services data: clients, accounts, holdings, transactions, valuations and the systems they live in
- A security- and privacy-first mindset, with a working understanding of how personal and financial data should be handled
- Experience working agile in small, lean teams where you wear more than one hat
- Strong communication, both internally and with clients and third parties, including people who do not think in data
- Sound judgement and the initiative to move things forward without being asked twice
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Nice to have
None of these are dealbreakers. Tell us which you have.
- Wealth management or financial advice experience, particularly with adviser, platform or provider data
- Familiarity with advice CRM and back-office systems such as Intelliflo, Curo, Plannr, Iress, FE, Dynamic Planner, Time4Advice or similar
- Experience of platform migrations or acquisition integrations
- Familiarity with APIs, flat files, SFTP and other data transfer methods
- Working knowledge of SQL or data modelling
- Understanding of UK GDPR and FCA requirements as they touch client data
- Experience with tools such as Jira, Confluence or Asana
What we offer
- Remote working, with the option to use a London base
- 20 days' holiday including a day off for your birthday, plus bank holidays
- Company pension contributions via the NEST scheme
- A seat in a young, ambitious company changing how UK financial advice runs on data
- Direct influence over how our integrations and product are built
- A collaborative culture where ideas and initiative count for more than job titles
- Salary depending on experience. We'll be open about the range on the first call
How to apply
Send us your CV at careers@wovenadvice.com and a few lines on an integration or data project you specified, and the hardest requirement you had to pin down. No cover letter needed.
If you are close but not a perfect match, particularly on the wealth management side, apply anyway. Strong analysis, clear specs and curiosity are the harder things to find.
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