Lead Business Analyst

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: Level 5

Department: Quilter Change

Location: Southampton

Contract type: Permanent

This important role forms part of the Change team management structure working closely with peers to provide leadership and contribute to the successful delivery of the change portfolio.  This role uses analytical expertise to provide line management, thought leadership, mentoring and guidance to a team of business analysts both with direct reports and within the business analysis community.

A key responsibility of the role is to partner the business to lead the analysis and shaping of new ideas and initiatives, working as a trusted adviser to help senior stakeholders develop opportunities into change projects.  Defining and leading requirements delivery on projects and programmes and producing valuable analysis artefacts is a critical accountability of this role.

We are looking for people passionate about analysis that will be an ambassador for the Change team, leading by example, driving capability improvement, and working collaboratively to drive the continuous improvement of the business analysis practice.

This role will perform line management of business analysts, providing coaching and mentoring, advising on career paths and encouraging proactive development of skills and capabilities.  You will set performance targets and monitor progress against agreed quality and competency criteria, instigating performance management processes if required.  You will champion and encourage engagement within the business analyst community of practice, focusing on sharing knowledge, ideas and promoting a culture of continuous improvement.

With an understanding of the company strategy, you will partner with an area of the business, understanding their drivers, challenges, and opportunities to help responsible stakeholders shape initiatives into beneficial change projects through the delivery of options papers, feasibility studies and supporting the preparation of business cases.

At the outset of a change project, you will lead the change impact assessment covering the customer journey, our end-to-end advice process, and the organisational operating model to help establish the scope, approach and delivery required to achieve the business case outcomes.

Working with project managers and business stakeholders you will select the most appropriate means of representing business requirements in the context of a specific change initiative and be responsible for the delivery of business requirements.  Involving requirements scoping, estimating analysis effort and performing requirements elicitation, documentation and process analysis/design as appropriate.

Alongside allocating, overseeing and quality reviewing the work of other business analysts.  Working collaboratively with the programme/project manager you will support them with scoping & planning, risk management, delivery assurance and issue resolution.

Throughout project/programme delivery you will be focused on business outcomes, ensuring that analysis work packages are aligned to expected benefits with full traceability and managing the impact assessment of requested changes, challenging any deviations that impact the business case outcomes.

You will support the Head of Change Practices with the refinement and continuous improvement of business analysis artefacts, models, and standards.  Advocating use and promoting the value of business analysis services across the organisation.
About You
Candidates with extensive expertise in business, process and data analysis techniques and are comfortable managing others both with personal development and with the delivery of analysis work packages are welcome to apply.

We are looking for someone with experience across the change lifecycle working on large projects, who is hands-on, collaborative, with an ability to manage a varied and changing workload.

Ideally you will possess superior stakeholder management skills, with ability to influence, negotiate and manage conflicts.  As well as strong interpersonal, communication and presentation skills.

You will be a role model for the behaviours that are critical to the successful delivery of Quilter’s Change objectives. These include being pro-active, delivery orientated, focused on good customer outcomes, risk conscious and encouraging inclusivity and diversity.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.