Senior Analyst – Wealth Manager Experience Support

Job description

As a Senior Analyst, you’ll be a trusted expert and first point of support for Wealth Managers, helping them navigate front office systems, adopt best practice processes, and make the most of the tools available to them. You’ll deliver high quality training, support technology changes, and contribute to an outstanding on boarding experience for new joiners. You’ll collaborate closely with teams across Operations, Technology, ICT, Risk, Front Office Support and the wider COO function to ensure improvement ideas, feedback and issues are shared and acted on. Your work will directly influence how effectively our Wealth Managers operate every day. Key Responsibilities: Training & Adoption: - Designing and delivering structured, engaging training programmes for Wealth Managers and IMAs. - Creating and maintaining clear and accessible training materials, guidance, and knowledge base content. - Offering ongoing coaching, refresher sessions and hands on support to embed consistent and efficient ways of working. - Supporting the onboarding of new Wealth Managers and RJIS cohorts, ensuring a positive and inclusive experience. Wealth Manager Engagement & Support: - Building trusted relationshi...