London
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TOM Business Analyst - Client Documentation

Where

City

Type

Contract

Salary

500 Daily

We're looking for a Business Analyst with a strong Wealth Management background to support a client documentation and migration workstream within a leading financial services organisation. Initially till the end of 2025, 500pd inside ir35 via umbrella, ideal for someone experienced in business readiness and client communications.Role Overview

  • Lead impact assessments across a full suite of client documentation
  • Manage drafting, review, and sign-off of new client documents
  • Oversee creation and approval of consent letters, client packs, and FAQs for migration
  • Conduct data reviews of intermediated clients to support scheduling and planning
  • Develop roll-out models for new client documentation
  • Build business readiness assessments for new propositions: International Select and International Bespoke

Experience & Skills Required

  • Strong background in Wealth Management
  • Familiarity with Target Operating Models
  • Proven experience in managing client documentation and communications
  • Excellent stakeholder engagement and coordination skills
  • Ability to work independently and drive deliverables with minimal oversight

If you are interested please reply with your most up to date CV.

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