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 relationships and understanding the needs of Wealth Managers.
- Acting as a central point of contact for queries, providing expert guidance on systems and workflows.
- Increasing visibility of support through drop ins, the WMX Office mailbox, and our WMX intranet channels.
Process, Systems & Change Support
- Bringing subject matter expertise on front office tools and processes.
- Working with Technology, ICT, Operations and COO teams to ensure system changes meet Wealth Manager needs.
- Supporting user acceptance testing and issue resolution.
- Keeping the RJWM Knowledge Base updated and accurate.
Continuous Improvement & Insight
- Capturing and analysing feedback to identify themes and opportunities for improvement.
- Reviewing MI and presenting insights with clear, actionable recommendations.
- Promoting a culture of continuous improvement and contributing to initiatives that enhance user experience and efficiency.
Team Contribution & Leadership
- Supporting team workload and providing clarity on processes when needed.
- Guiding colleagues on Knowledge Base governance and best practice.
- Acting as a positive role model who champions our Service 1st culture.
Communication & Engagement
- Supporting the planning and delivery of communications to Wealth Managers.
- Preparing and delivering presentations during meetings, branch visits and other key forums.
Experience & Qualifications
- Strong understanding of front office operations, Wealth Manager workflows and the client journey.
- Experience delivering impactful training, support and continuous improvement initiatives.
- Ability to collaborate effectively with senior stakeholders.
- Understanding of Consumer Duty, Conduct Risk and client outcome principles.
- Background in Financial Services or Wealth Management (preferred but not essential).
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