Business Analyst

Forth Capital is offering an exciting opportunity to join an expanding, well-established International Wealth Management Company with an excellent record of success. Our team around the globe support individuals with their finances, preparing for the future and retirement. 


We are looking for a Business Analyst to join the team on a permanent basis. The purpose of this role will be to support the Operations Manager with a variety of projects on the firm’s ‘roadmap’. The projects scheduled include competing the build and configuration of our CRM platform Xplan, business process improvements and building a client portal. The role will also be required to undertake weekly, monthly and quarterly tasks around reporting and system updates/maintenance.


We encourage personal development and have a team dedicated to the training and development of staff, implementing personal development plans for all. Our team are continually advancing in their studies and training to stay ahead of the curve and keep up with an ever-evolving industry.


Key Skills

  • Business analyst key skills i.e. requirements gathering, requirements documenting, process mapping, data analysis, gap analysis, project management, risk management, stakeholder management
  • Ability to work independently and take initiative to ensure deadlines are met
  • Organisation, communication, time management and good attention to detail
  • Ownership of projects and continuous monitoring/review of timelines and milestones
  • Excellent excel skills


Key Responsibilities

  • Contribute to continued success of business roadmap; putting forward suggestions and process improvements
  • Liaising with SMEs in the business and external providers where required to build requirements and ensure a defined scope of work has been agreed and mapped out for upcoming projects
  • Becoming a champion for the CRM system and understanding the capabilities to a high level to support the business change/needs with relation to that tool on an ongoing basis after it is launched
  • Offer expertise on best practice approaches to business change
  • Carry out the Operations BAU tasks


Required Skills and Qualifications

  • Process mapping, requirements gathering, gap analysis, data analysis, Excel skills
  • Business Analysis or Project Management qualifications (i.e. BCS modules for the Business Analysis Diploma or Prince 2/Agile) – desirable
  • Experience with the CRM platform Xplan (IRESS) – desirable



  • Competitive Salary – DOE
  • Employee Ownership Scheme to share our success with you
  • 34 days holiday, inclusive of bank holidays and mandatory Christmas closure
  • 4 and a half day working week (half day Friday)
  • Hybrid home office working arrangement to suit your personal work life balance
  • Annual bonus incentive
  • Workplace Pension
  • 4x Death in Service
  • Income Protection scheme
  • Access to [email protected] App supporting employee mental health