Business Analyst

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

As a Business Analyst, you will play a key role in supporting positive business change across Chase de Vere. Working closely with business stakeholders, project teams and technology specialists, you will help identify opportunities for improvement, define business requirements, and support the delivery of solutions that enhance processes, systems and ways of working. This is an exciting opportunity for someone who enjoys solving problems, influencing change and acting as the bridge between business needs and technology solutions.

WHAT YOUR ROLE WILL INVOLVE

• Working with stakeholders to understand business challenges, opportunities and objectives, and identifying the underlying business need behind proposed change.
• Gathering, analysing and documenting business requirements using a variety of techniques including workshops, interviews, process reviews and data analysis.
• Producing clear, structured and accurate requirements documentation to support project delivery and business decision-making.
• Mapping current and future state business processes, identifying inefficiencies, risks and opportunities for improvement.
• Supporting the development of practical solutions that improve customer, adviser and colleague outcomes.
• Ensuring requirements are reviewed, validated and approved by the appropriate stakeholders and remain traceable throughout the project lifecycle.
• Supporting business cases and change requests, helping stakeholders understand options, impacts, risks and benefits.
• Managing and documenting key aspects of the change process, including timelines, actions, decisions, communications and stakeholder engagement activities.
• Identifying, documenting and helping mitigate project risks, issues, assumptions and dependencies through effective impact assessments and RAID management.
• Building strong working relationships across the business and acting as a trusted point of contact for business change initiatives.
• Facilitating workshops, meetings and discussions to support decision-making and ensure business requirements are clearly understood.
• Supporting successful project delivery and ensuring a smooth transition of solutions into business-as-usual operations.
• Working closely with the Business Analysis Manager, FinTech Team and wider stakeholders to support strategic and operational change initiatives.

WHAT YOU WILL NEED

• Previous experience in a Business Analyst role, ideally within a regulated environment.
• Strong understanding of business analysis techniques including requirements elicitation, process mapping, impact assessment and stakeholder analysis.
• Experience of working with business stakeholders to identify needs, define requirements and support successful change delivery.
• Knowledge of project and change management methodologies, including Agile and/or Waterfall approaches.
• Ability to produce high-quality business documentation including requirements specifications, process maps, impact assessments and handover materials.
• Strong process mapping and analytical skills with the ability to identify opportunities for improvement.
• Excellent communication skills, both written and verbal, with the ability to engage stakeholders at all levels.
• Strong facilitation skills and confidence leading workshops and stakeholder discussions.
• Excellent organisational skills with the ability to manage multiple priorities and meet deadlines.
• Experience of working within financial services would be advantageous.
• Knowledge of Microsoft Office, Visio, Miro, SharePoint or similar business analysis and collaboration tools would be beneficial.
• Awareness of AI-enabled tools such as Microsoft Copilot and their application within business analysis and process improvement.
• BCS Business Analysis Diploma, or willingness to work towards professional qualifications, would be desirable.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Paid volunteering days each year
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities

Are you looking for a career in a dynamic and international environment? Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!

With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn

elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn

With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn

Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia