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Brewin Dolphin

Business Analyst


Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.

 We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

 We are looking to appoint a Business Analyst in our Technology team in either London or Newcastle. This will be a six-month contract position, with an option to extend further. We value integrity and taking responsibility, as we support and protect Brewin Dolphin in all things Technology and Change related. Our tech means our business has the capability to work even harder and more effectively for our clients and their money. If you feel this role would be a good fit for you, we would be delighted to hear from you.

 Job Summary:

The role is to provide business analysis expertise to various initiatives across Technology, Change and business areas.

The job holder will be engaged on a project that is currently underway within Brewin, which is tasked with making changes to our HR system (SuccessFactors) in order to deliver compliance with SMCR regulations, and improved operational efficiencies. The job holder will be expected to deliver against team and individual objectives, engaging with business subject matter experts and business owners where appropriate.

 Principal Activities:

Gap analysis and requirements gathering to support the project including:

Business process change

Technology change

Target operating models

Regulatory compliance

Production of business requirements documentation

Business & Technology operational process mapping working with Business and Technology stakeholders, including design, development and application owners to agree appropriate solutions

Building subject matter expertise to support the programme through build, test and implementation

Running with initiatives independently where a PM is not assigned

Running project workshops including preparation of associated documentation

Ownership of specific BA workstreams for project

Stakeholder management of subject matter experts, solution owners, business champions and other parties as required


Financial Services background, with wealth management desirable

A solid understanding of HR Processes, preferably in a HR operations capacity

SuccessFactors experience would be a significant advantage, particularly in the areas of Recruitment, Employee Central and Position Management

Recent experience of implementing a HR system would be advantageous

Significant experience in Business analysis for requirements gathering and to articulate requirements from business stakeholders through to technical IT teams

Expertise within business process mapping and business process modelling

Experience of developing and implementation of Target Operating Model

Experience in delivering business solutions to tight deadlines and budgets

Experience of working with stakeholders at every level across the organisation

Experience of working both independently and a part of a team


Good organisational skills, with attention to detail

Strong analytical skills

Ability to translate technical requirements into operational processes

Excellent communication skills

Commercial Awareness

Time and resource management

People management

Ability to own initiatives from start to finish working independently and as part of a project team


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