Job Description

Are you a Business Analyst looking for your next move? Due to growth, we have a new opportunity to join our award-winning financial services business on a permanent basis.

The Team

The role sits within the fast-paced Systems and Service Development department and reports to one of the Senior BA's. The team is made up of two Lead BAs and eight BAs working within an inclusive and supportive structure that encourages progression to a Senior BA position.



The team places an emphasis on dynamism, adaptability and collaboration, helping to propel the business forward by delivering strategic projects smoothly and on time.

The Role

This role will provide you with full ownership of the business analysis on changes from beginning to end including assisting and supporting the business with their implementation. The main duties of the role include working alongside colleagues to analyse the business and liaising with the software development team in Melbourne, designing and creating system enhancements and functionality.

Responsibilities include:

Business Analysis

Undertaking analysis and elicitation activities to capture and communicate business requirements. Preparing and maintaining project documentation, to include (but not limited to) the Business Case, Gap Analysis (As is/To be process), User Stories and the Business Requirements Document. Impact analysis of changes, evolving and new requirements. Post implementation reviews including benefit realisation. Work within Transact's flexible change environment.


Consultation

To consult extensively with business areas to assist in identifying and documenting business needs, solving problems, gathering requirements, identifying scope, usage and security requirements. To consult and co-ordinate with the software developers to develop functionality and enhancements to the Transact systems. To be proactive in passing on information for users on new versions of the software and other developments as appropriate, including test scripts, user release notes and training materials.

Requirements

This role is ideal for candidates with 3 years previous experience as a Business Analyst within the financial services industry with a good understanding of investments and life products. You will need a good understanding of and experience in change management and system requirements gathering. Knowledge of CRM tools, API creation and delivery are preferable.



A Business Analyst qualification such as the BCS Diploma is also desirable however we do also support completion of professional qualifications.



This role will have the opportunity to work on web change projects within the business and as such we are keen to hear from candidates who have CRM, API, web, digital, UX and customer journey business analysis experience. Due to business demands, there will be opportunities to work on projects outside the digital world and develop your own project experience.



Within the role you will have the opportunity to build on your project experience from start to finish and as such you will need to be able to work under pressure, manage your own workload and work to quick turnaround times. Candidates must be comfortable working in a changing environment. At Transact, we encourage a culture of contribution and collaboration so you will need to be able to communicate at all levels across the business with strong people and social skills.


We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.

About Us

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.


As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.


Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.

Our purpose

: We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.

Our strategy

: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.

Our values

: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.


Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over 65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025).


Transact is a part of the IHP Group which also includes Time4Advice. The IHP Group exists to make financial planning easier for clients and advisers through the provision of financial adviser software and personal service.

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.