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Nucleus Group

Adviser platform and wealth management software

Senior Business Analyst

Business AnalysisConfirmed live in the last 24 hours
Full-timePortsmouth, UKRemote

About the Job

Requirements

  • Extensive business analysis experience, typically six or more years, ideally within financial services or a WealthTech environment.
  • Deep working knowledge of business analysis techniques and tools and their practical application across the full project and business lifecycle.
  • Demonstrable experience leading, mentoring, and developing others, ideally within a business analysis or product team.
  • Proven ability to produce and quality-assure clear business requirements and process documentation.
  • Experience engaging and influencing senior stakeholders and communicating effectively with audiences of varying technical understanding.
  • Previous experience working within a change-focused environment; experience within a software development organisation is preferable but not essential.
  • Ability to remain calm, positive, and decisive under pressure and take the lead when needed.
  • Self-driven commitment to personal and professional growth, including supporting team growth.
  • Enthusiastic, adaptable, and proactive approach to work, with strong organisational skills and the ability to prioritise effectively and meet deadlines.
  • Excellent written and verbal communication skills and a logical approach to problem-solving.
  • Integrity and awareness of confidentiality, particularly regarding financial data.

Responsibilities

  • Investigate business situations to identify opportunities for efficiency, innovation, or added value, and recommend feasible improvements supported by structured analysis and evidence.
  • Apply advanced analytical techniques to identify underlying causes of complex business issues and produce recommendations addressing systemic problems.
  • Evaluate the implications of proposed changes on processes, systems, and stakeholders, providing structured assessments for project- and programme-level decision-making and risk management.
  • Engage and influence senior stakeholders to understand needs, expectations, and constraints; present analysis outcomes clearly and resolve concerns and conflicts.
  • Plan and facilitate workshops with senior and cross-functional audiences to elicit requirements and analyse business needs, ensuring balanced participation and effective capture of outputs.
  • Select suitable techniques to elicit stakeholder requirements, validate and refine them, resolve conflicting needs, and escalate to the Product Manager when necessary.
  • Produce and quality-assure comprehensive business requirements throughout the project lifecycle, ensuring they are traceable, managed against agreed objectives, and reflect diverse client needs.
  • Refine, validate, and prioritise requirements to ensure completeness, consistency, and alignment with business objectives, and set the standard for requirements quality across the team.
  • Lead stakeholders in prioritising requirements based on value, risk, and business need, and document and communicate agreed priorities to guide delivery.
  • Establish and maintain requirements traceability across the lifecycle to provide evidence that solutions meet business needs.
  • Define and communicate the scope boundaries of business analysis work across projects so stakeholders understand what is included and excluded.
  • Lead business process mapping and produce and quality-assure process models at varying levels of detail for communication, analysis, and decision-making.
  • Identify, document, and analyse the rules governing business decisions and processes, ensuring consistency, traceability, and alignment with organisational objectives.
  • Analyse user interactions, needs, and behaviours to inform solution design and recommend usability and customer-satisfaction improvements; direct wireframe production alongside developers and UX experts where appropriate.
  • Lead stakeholders through user acceptance testing, validate solutions against agreed requirements, analyse test outcomes, and own issues and escalations through resolution.
  • Own and prioritise backlog items in line with business objectives and delivery plans, ensuring the backlog reflects current priorities and stakeholder input, and coach others in effective backlog management.
  • Hold regular one-to-one meetings focused on development, wellbeing, and career progression.
  • Lead mid-year and year-end performance reviews using a 360-feedback model, drawing on peer, line-manager, and mentor feedback.
  • Support employee development using Nucleus tools and resources and personalised learning plans.
  • Support annual talent-calibration discussions and succession planning within the area.
  • Manage sickness recording and return-to-work processes, and team joiners, movers, and leavers, with support from Group HR.

Desired Qualifications

  • Experience in financial services or a WealthTech environment.
  • Experience within a software development organisation.
  • Experience leading, mentoring, and developing others within a business analysis or product team.

About the Company

Nucleus Group

Adviser platform and wealth management software

Nucleus Group provides investment platforms and wealth technology for UK financial advisers and their clients. Its core product is a wrap platform that consolidates client assets (SIPPs, ISAs, GIAs) into a single online account, with adviser tools, model portfolios, bulk switching, rebalancing, and reporting, plus a client portal called Nucleus Go. The group differentiates itself by focusing on adviser efficiency and by not selling funds or giving advice, instead integrating multiple platforms from acquisitions to offer a unified, adviser-centric solution. Its goal is to help advisory firms run their business more efficiently and scale assets under administration through a comprehensive wealth-tech platform.

Company size
501-1,000
Company stage
IPO
Headquarters
Edinburgh, United Kingdom
Founded
2006

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