Junior Customer Support Representative, Czech Speaker
CBREX
Senior Technical Business Analyst
Wealth Wizards
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteJob Level
Senior
About the role
- At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance.
- Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.
- Wealth Wizards' customers are financial services organisations and financial intermediaries and employers, all of whom are engaging with large numbers of individuals regarding their finances.
- We work with employers who wish to improve financial wellbeing in their employee population as part of their engagement and employee benefits programmes.
- All of this comes from a single platform that combines machine learning and AI with best-in-class technology, guided by a core team of financial services professionals.
- We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
- If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
Requirements
- Able to understand and interrogate Financial Guidance & Advice Principles and policies.
- Exceptional stakeholder management skills and collaboration skills driving consensus at all levels.
- Able to drive clarity and transparency in uncertainty, deal with ambiguity and work with changing scope.
- Able to take ownership and drive to timely resolution.
- Exceptional attention to detail.
- Strongly numerate.
- Able to communicate and/or present credibly and effectively at all levels (written and verbal).
- Excellent planning, organisation and time management skills.
- Ability to meet deadlines.
- Comfortable with use of IT systems and able to learn new systems quickly.
- Demonstrate Wealth Wizards core values (PEARH) as below.
- Experience of working as a Senior Business Analyst (or equivalent) role in a financial services environment.
- Relevant Business Analyst qualifications.
- Understanding of retail financial services and digital services.
- Dealing with complex mappings of processes or logic.
- Experience in the delivery of financial guidance & advice.
- Experience in the delivery of digital services.
- Experience of agile delivery and working with software Product teams.
- Related qualifications (e.g. Diploma Qualified - RFP level 4, Project Management, Agile Development).
- Pioneering: Driven and passionate about delivering excellence
- Pioneering: Self-motivated and enthusiastic team player
- Pioneering: Proactive, innovative, resilient and energetic
- Expert: Constantly seeking new learning/ self-development opportunities
- Expert: Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)
- Expert: Professional
- Accessible: Adaptable and enjoys a challenge
- Accessible: Builds strong collaborative relationships
- Accessible: Flexibility to work in a fast-moving business which is developing rapidly
- Reliable: Conscientious and tenacious
- Reliable: Total trustworthiness essential
- Reliable: Highly organised, methodical, meticulous and disciplined
- Reliable: Takes ownership
- Hungry: Company results focused
- Hungry: Desire for continual improvement
- Hungry: Looks for new client development opportunities
