Technical Business Analyst - Wealth

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions.

Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes

Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs

Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications

Define and validate acceptance criteria in collaboration with the Product Owner and QA teams

Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers 

Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement

Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements 

Identify opportunities to embed AI-powered tooling into advice workflows — such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing — and translate these into structured requirements 

Work closely with the Product Owner to refine and maintain a well-groomed backlog

Participate actively in sprint ceremonies — refinement, planning, reviews, and retrospectives

Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically 

Build trusted relationships with senior stakeholders across advice, planning, and operations

Communicate complex technical and process changes clearly to non-technical audiences

Provide regular progress updates and facilitate sign-off on key deliverables 

Champion best practice in business analysis, agile delivery, and financial services

Actively leverage AI tools in day-to-day analysis work — including using AI assistants for documentation drafting, requirements synthesis, and process modelling — and encourage adoption across the team

Mentor junior team members and contribute to the development of BA standards across the function 

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.