Titan Wealth
wealth management
TechnicalBusinessAnalyst-Wealth
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“Technical Business Analyst - Wealth at Titan Wealth. Skills: Technical Business Analyst, agile delivery, requirements elicitation, process analysis, stakeholder engagement. 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”
What You'll Achieve.
drive high-quality technology solutions; identify inefficiencies and opportunities for technology-led improvement; generate more innovative, efficient and effective solutions and thereby a greater sense of achievement
Industry & Context.
analytical and problem-solving skills with a data-driven approach; resolving ambiguity quickly and pragmatically
What They're Looking For.
Must Have
Experience as a Technical Business Analyst, ideally within financial services or fintech, Demonstrable experience working within agile cross-functional delivery teams, understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding, Practical experience using AI tools to improve personal productivity and inform solution design, Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods, Expert-level ability to produce clear, structured requirements documentation and process maps, Proficient in agile tools such as Jira, Confluence, or Azure DevOps, analytical and problem-solving skills with a data-driven approach, Excellent stakeholder management and communication skills across all levels
Nice to Have
Experience with wealth management platforms and advice technology is highly desirable, BCS, IIBA (CBAP), or equivalent BA certification is a plus, SQL proficiency is a plus
What You'll Do.
and validation of business and technical requirements across wealth and financial planning processes
Facilitate workshops and interviews with advisers
and operational stakeholders to capture current-state pain points and future-state needs
Produce high-quality artefacts including process maps
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
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
Support the development team in understanding requirements throughout the delivery lifecycle
resolving ambiguity quickly and pragmatically
Build trusted relationships with senior stakeholders across advice
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
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
How You'll Work.
Team & Collaboration
embedded within the UK Wealth & Financial Planning agile team; act as the bridge between business stakeholders and the technical delivery team; 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; teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions
Communication Scope
Communicate complex technical and process changes clearly to non-technical audiences; Excellent stakeholder management and communication skills across all levels
Process & Methodology
Agile Delivery Support
Full Job Description
## Description 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. About the Role 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. ## Responsibilities Requirements Elicitation & Analysis 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 Process Analysis & Improvement 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 aut
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