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.
### 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 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
### Experience
Experience as a Technical Business Analyst, ideally within financial services or fintech
Demonstrable experience working within agile cross-functional delivery teams
Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding
Experience with wealth management platforms and advice technology is highly desirable
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
### Skills
Expert-level ability to produce clear, structured requirements documentation and process maps
Proficient in agile tools such as Jira, Confluence, or Azure DevOps
Strong analytical and problem-solving skills with a data-driven approach
Excellent stakeholder management and communication skills across all levels
SQL proficiency is a plus
### Education
Bachelor's degree in Business, Finance, Computer Science, or related field preferred
BCS, IIBA (CBAP), or equivalent BA certification is a plus
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
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.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
