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Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual.

Partnership — we go further together.

Performance — we strive for more.

What will you be doing?

The Business Analyst will work under the guidance of a Project Manager, Programme Manager, or member of the Senior Leadership Team to deliver expert analysis in support of specific business change initiatives or wider strategic goals. This could involve – but is not limited to – data analysis and modelling; process analysis and improvement; target operating model design; and support with project delivery activities including creating business cases, collecting requirements, supporting design / configuration / testing, and supporting training / stakeholder communications. This is a key role to help the business achieve its strategic aims, and hence will have visibility both across business functions and at a senior leadership level.

some of your responsibilities will be:

• Collection and analysis of data from multiple sources using tools such as Microsoft Excel and presenting back insights from this data in a written or graphical form.

• Documentation of existing processes, organisaitonal hierarchies, systems and governance structures using tools such as Microsoft Visio; and working with stakeholders to identify pain points and recommendations for improvement.

• Working in partnership with business units to help them record their current – and define their future – operating models; and working with Project / Programme managers to build out delivery plans / schedules.

• Acting as a business solutions consultant working closely with the Project / Programme managers and senior stakeholders to identify and define business solutions.

• Preparing business cases, requirements documents, specifications, recommendations, testing schedules etc.

• Acting as a delivery lead on workstreams within larger programmes, including reporting up to the Project and/or Programme Manager.

• Reviewing, assessing, and advising on project changes – especially where they impact on agreed requirements, benefits, or business cases.

• To identify key stakeholders and establish strong professional relations with them, facilitating business decisions and providing consultancy solution advice as necessary.

To be successful in this role, you should have:

• Demonstrable track record of working as a Business Analyst on strategic projects / programmes within an organisaion.

• Pragmatic approach and ‘can do’ attitude.

• Detail orientated and capable of delivering a high level of accuracy.

• Clear, confident written and verbal communicator that is used to working with senior stakeholders.

• Adept at working with project teams and stakeholders across all business functions and at third parties in a matrix style.

• Self-starting and able to get to grips with new concepts quickly.

• Ability to multitask and manage multiple competing priorities.

• An ability to maintain confidentiality with a high degree of discretion

• Highly methodical and organised, with an ability to work under pressure and within tight deadlines, whilst maintaining accuracy and a high-quality output.

• Knowledge of and ability to use Microsoft Office (Word, PowerPoint, Excel), Visio, SharePoint, and Teams software.

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.