Job Description

About Dynamic Planner:

At Dynamic Planner, we have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we've married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors.

As the UK's market leading digital financial planning and advice platform, advisers use us to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, to match them with suitable investment opportunities and enable them to fund the life they want. Coupled with Investment Services to help asset managers design, profile and target investment solutions we have a completeness of offering which sets us apart.

We are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work.

What will you do:

As a

Product Business Analyst

, you'll play a pivotal role in helping our Product Owners and Development Teams meticulously define the intricate details of our market-leading FinTech products. Working across web and mobile applications used by both financial advisors and their clients, you'll delve into the complexities of our system. Your primary objective will be to translate high-level product vision into actionable specifications, ensuring seamless integration, accurate data flows, and intuitive user experiences. You'll be instrumental in sketching out the specifics of user stories, mapping detailed integration flows, defining data requirements, and untangling complex user journeys across our diverse product ecosystem, including internal tools and underlying platform functionalities.

Key responsibilities

Collaborate with Product Owners to refine user stories and define actionable requirements.

Document integration flows, including API specs, data mapping, and system interactions.

Analyze and document user journeys and workflows for optimal web and mobile experiences.

Clarify requirements with Development Teams to ensure technical feasibility and accurate implementation.

Ensure alignment with UX best practices by working with UX Designers.

Define data requirements with Product Data Analysts and support data-driven decisions.

Participate in discovery phases to identify analysis areas within new and existing functionalities.

Support testing and quality assurance by clarifying requirements and validating features.

Career development:

Shape and enhance business analysis practices with a team of smart, engaged professionals.

Unique Opportunity for Growth: Gain exposure to Product Ownership, Data Analysis, Management, and UX Design. Specialize further in Business Analysis or explore commercial roles with our Sales Team and Solutions Consultants.

What do I need:

Business Analyst Requirements:

Mid-level experience in defining complex requirements.

Self-directed, managing workload and problem-solving.

Exceptional attention to detail in documentation.

Highly collaborative with diverse teams.

Strong problem-solving skills for practical solutions.

Proactive in seeking information and driving tasks.

Passionate about FinTech products.

Technical Skills & Tools:

Creating user stories, process flows, data maps, integration specs.

Familiar with Agile methodologies.

Experienced with Azure DevOps/Jira.

Knowledgeable with Figma.

Exposure to Pendo and Power BI.

Proficient in Office 365.

Leveraging AI tools; AI knowledge mandatory.

A

Bachelor's degree

is preferred, ideally in a highly analytical and structured discipline such as Computer Science, Engineering, Mathematics, or a related technical field.

Other relevant degree subjects demonstrating strong analytical and problem-solving capabilities will also be considered.

Professional certifications in Business Analysis (e.g., BCS Foundation Certificate in Business Analysis, or Practitioner certificates in Requirements Engineering, Business Analysis Practice, or Business Process Modelling - or similar) are highly desirable.

Job Type: Fixed term contract
Contract length: 12 months

Pay: 50,000.00-55,000.00 per year

Additional pay:

Quarterly bonus
Benefits:

Company pension Flexitime Referral programme Work from home
Schedule:

Monday to Friday
Work Location: Hybrid remote in Reading RG1 1LX