Titan Wealth Holdings Limited
Technical Business Analyst - Wealth
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Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
About the Role
As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions.
This role is based out of Cape Town, and we will only consider candidates with experience working within a Wealth Management business.
Responsibilities
Requirements Elicitation & Analysis
- Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes
- Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs
- Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications
- Define and validate acceptance criteria in collaboration with the Product Owner and QA teams
- Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers
Process Analysis & Improvement
- Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement
- Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements
- Identify opportunities to embed AI-powered tooling into advice workflows — such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing — and translate these into structured requirements
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Agile Delivery Support
- Work closely with the Product Owner to refine and maintain a well-groomed backlog
- Participate actively in sprint ceremonies — refinement, planning, reviews, and retrospectives
- Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically
Stakeholder Engagement
- Build trusted relationships with senior stakeholders across advice, planning, and operations
- Communicate complex technical and process changes clearly to non-technical audiences
- Provide regular progress updates and facilitate sign-off on key deliverables
Continuous Improvement
- Champion best practice in business analysis, agile delivery, and financial services
- Actively leverage AI tools in day-to-day analysis work — including using AI assistants for documentation drafting, requirements synthesis, and process modelling — and encourage adoption across the team
- Mentor junior team members and contribute to the development of BA standards across the function
Experience
- Experience as a Technical Business Analyst, ideally within financial services or fintech
- Demonstrable experience working within agile cross-functional delivery teams
- Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding
- Experience with wealth management platforms and advice technology is highly desirable
- Practical experience using AI tools to improve personal productivity and inform solution design
- Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods
Skills
- Expert-level ability to produce clear, structured requirements documentation and process maps
- Proficient in agile tools such as Jira, Confluence, or Azure DevOps
- Strong analytical and problem-solving skills with a data-driven approach
- Excellent stakeholder management and communication skills across all levels
- SQL proficiency is a plus
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Education
- Bachelor's degree in Business, Finance, Computer Science, or related field preferred
- BCS, IIBA (CBAP), or equivalent BA certification is a plus
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
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