Business Analyst

About Us

Quanta Group is a next-generation financial services Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice.

Quanta Group provides a full wealth management service through three core businesses - an investment platform, financial planning and advice business, and discretionary fund manager.

Each Business Operates Independently Of Each Other Yet Gives Financial Planners The Flexibility To Deliver Advice Using Any Combination Of Our Products, Investments, And Services

• Wealthtime – an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support.
• Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services.
• Craven Street Wealth – an award-winning independent Chartered financial planning and wealth management firm with offices in London and across the south of England.

We’re helping the next generation of financial advisers to grow their business, today.

The Strategic Transformation team is responsible for executing a portfolio of key initiatives to deliver the Quanta Group’s strategic objectives. We drive large scale transformation programmes across platform, advice and investment businesses while improving processes, enhancing customer and adviser experience, and enabling stronger integration across the Group.

The function works and partners closely with key stakeholders from across the business as well as third parties to support and ensure successful execution across the Group.

We are seeking a Business Analyst to join the Quanta Group Strategic Transformation Team. The role will primarily support our platform transformation programme but may also support other strategic initiatives across the Quanta Group.

The successful candidate will play a critical role in analysing business needs, shaping requirements, mapping processes, and supporting the delivery of strategic change. You will act as a key bridge between key business stakeholders, outsource providers and external third parties.

This is an exciting opportunity for someone with experience in wealth management, investment platforms, or wider financial services who thrives in fast moving, complex transformation environments.

We are looking for someone who is curious, proactive, and able to challenge constructively, comfortable working in ambiguity within a fast evolving change environment, collaborative and team oriented, with the ability to influence at all levels, detail oriented but able to think strategically and present complex information in a simple manner, and also passionate about improving customer and adviser experience.

We can offer the opportunity to shape some of the most significant transformation initiatives within the UK wealth and platform sectors, a collaborative, forward thinking team environment, exposure to senior leadership and strategic decision making, alongside professional development and long term career growth within a rapidly evolving Group.

• Lead detailed requirements gathering across multiple business areas, ensuring alignment to strategic objectives.
• Translate business needs into clear, structured documentation including business requirements, user stories, acceptance criteria, test scenarios and functional specifications.
• Facilitate workshops, interviews, and process discovery sessions with stakeholders
• Work with the outsourced provider business analysis teams to ensure solutions meet Wealthtime’s business requirements

• Map current state ("as is") processes and design optimised future state ("to be") processes.
• Identify opportunities for simplification, automation, and efficiency within operational and technical workflows.
• Support definition of business rules, customer journeys, and data flows.

• Support all stages of the platform transformation lifecycle—from discovery & analysis through to execution, testing, and implementation.
• Work closely with technology…