TOM Business Analyst – Client Documentation
JOB_53502904734961Job type
ContractLocation
LondonWorking Pattern
Full-timeSpecialism
Private Banking And Wealth ManagementIndustry
Banking & Financial ServicesPay
up to £500pd inisde ir35 via umbrella
TOM Business Analyst – Client Documentation - Wealth Management - Initially till end of year
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.
TOM Business Analyst – Client DocumentationJOB_535029047349612025-10-162026-01-13
Talk to Sydney Bourne, the specialist consultant managing this position
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JOB_53502904734961