Purpose of the Role

• To provide business analysis services to support AJ Bell with its growth and cost targets
• To work directly with out 3rd party vendors to deliver effective change
• To enable and support change in our 3rd party systems internal
• To work with stakeholders to ensure the successful delivery of continuous improvements, new products & functionality
• To implement change across the department in support of strategic goals and ways of working

At this role level, you will:

• Manage stakeholder relationships
• Have working knowledge of Figaro Application 
• Work independently
• Have a good understanding of your work area
• Share best practice

What does the job involve?

• Work with colleagues and other stakeholders to investigate and model business functions, business processes, information flows and data structures

• You will gather, analyse and validate business requirements
• Produce business analysis deliverables using relevant documentation styles in line with organisational standards using appropriate tool
• You will create high quality specifications
• Facilitate stakeholder meetings and workshops, and presenting findings and actions both verbally and in writing to the business
• Assist in defining user acceptance tests for new or improved business processes and IT systems
• You will analyse solutions from all angles by modelling processes, mapping data and perform gap, impact and risk analysis to ensure that no detail is missed
• You will support both internal development teams and external suppliers in the implementation of a change
• You will seek to identify areas where improvement in systems and processes will lead to greater efficiency and ensure that these are brought to management attention
• Ensuring all duties are carried out in full compliance with regulatory requirements, including consumer duty.
• Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience.

Your Skills and Competencies 

• Agile working. You can help the team to decide the best approach. You can help teams to manage and visualise outcomes, prioritise work and adhere to agreed minimum viable product (MVP), priorities and scope.
• Business analysis. You can advise on the approach to identify, investigate, analyse and communicate complex business problems and opportunities within a project or programme of work. You can inform tactical decision making and help to define longer-term strategic plans. You can recommend the approach to options analysis, feasibility assessment and operations, and can quantify potential business benefits. You can ensure the proposed solution aligns with business goals and objectives, and business and user needs, and achieves the required outcomes and expected benefits
• Business modelling. You can lead on the modelling of processes, systems and data at varying levels of detail or complexity across a project or programme.
• Requirements definition and management. You can advise on the approach to requirements management within a project or programme. You can define the most appropriate requirements management life cycle methods and ensure the requirement can be traced in the design, build, test, tender and evaluation phases.
• Stakeholder relationship management (business analysis). You can lead on communicating with stakeholders, clarifying needs and commitments through consultation and consideration of consequences while focusing on user and business needs.
• Systems analysis. You can lead the identification and analysis of IT system capabilities, developing models and system requirements. You can use systems analysis to support a deeper understanding of how processes and systems work, and to identify gaps.
• Testing (business analysis). You can recommend the value of testing and apply the relevant tools and techniques to ensure test validity.
• User experience analysis. You can advise on the approach to analysis, prioritisation and validation of user experience needs. You can recommend a range of techniques to analyse the user experience and ensure that it meets business and user needs.

About Us

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

What we offer

• Competitive starting salary
• Starting holiday entitlement of 26, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 7%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by Simply Health
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Monthly leadership breakfasts and lunches
• Casual dress code
• Access to a range of benefits from our sponsorship deals

Hybrid working

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you