Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 17 offices across the UK, employing a diverse range of c.530 professionals.
The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.
Based in our Bristol office with considerable travel to our other UK offices; we are currently looking for an Application/Business Analyst to join our Bristol team on a permanent basis.
The purpose of this role is to build the Company’s capability to support the introduction and effective implementation of Client Centre. The successful applicant will deliver support to end users in the effective use of Client Centre (Iress Xplan) to fulfil their business objectives. They will also manage the effective delivery of any in-house driven configuration changes and work effectively with IRESS in the delivery and testing of vendor software changes and maintenance of platform, including managing any scheduled upgrades to Client Centre. This role will also assist in the design, delivery, and improvement of Client Centre training programmes and related courseware and therefore the successful candidate will have strong presentation skills and experience of delivering in-house training sessions.
The successful candidate will act as the first point of contact for key users raising queries with regard to Client Centre system use, keying difficulties and system errors. They will also create and deploy feedback mechanisms for end users, analyse results, resolve application and software issues, recommend and support process improvement, and implement changes and system upgrades. The role will also involve supporting Business MI requirements by building extracts using Xport and communicating application problems and issues to key stakeholders, including management, development teams, end users, and unit leaders.
Skills and experience
The successful candidate is likely to demonstrate the following:
Significant experience using, maintaining, testing and implementing Client Centre software (Iress Xplan) and any required process improvements and systems upgrades;
Well organised, self-motivated and proactive;
Excellent communication and presentation skills;
Experience of delivering in-house training sessions preferred;
Proven analytical and problem-solving skills to help validate, verify, communicate, and resolve application issues with internal stakeholders and external vendors;
Experience of executing changes to configuration of Interface, Tasks, Workflows, Threads and Wizards; and
Experience of executing changes to System output requirements using Xmerge.
Sanlam is an equal opportunities employer and promotes an inclusive working environment where employees respect and value each other's diversity. If you are interested in applying for this role, please email email@example.com with a copy of your CV attached.