XPlan Product Analyst

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!

About the Role

Level: 3

Department: QFP

Location: England - Home Worker

Contract type: Permanent

This role offers the opportunity to gets hands on with the technology that our advisers use daily to meet their clients' needs.

You will be joining a small and friendly team of similarly skilled individuals that manage all the product changes into our core adviser facing and internal operational systems. This role will give you experience in technical system configuration, business analysis and solution design.

There will be opportunities to learn about the financial advice business, the opportunity to build system knowledge in industry leading applications and to develop skills in supplier and stakeholder management within this role.

The interview process will consist of a capability assessment against the key skills we are looking for in the role and fit against our values of do the right thing, always curious, embrace challenge and stronger together.

As a Xplan Product Analyst you will provide subject matter expertise and support change delivery through system configuration aligned with our change backlog. You will also support the system by working on service tickets liaising with our suppliers to provide excellent customer service for the systems we support.

A core part of the role will be planning and analysis including:

• Conducting business process and systems analysis and implement changes that align technology solutions with business objectives and the Quilter Technology Strategy and roadmaps.
• Formulating and defining systems scope and objectives, based on end-user needs and an understanding of business systems, applications, and industry requirements.
• Identifying, capturing, and developing requirements (functional and non-functional) providing documentation and business rules to support the requirements throughout the project life cycle and change control, prioritising requirements based on high-value achievable requirements.
• Drives continuous improvement of business products and services by translating requirements into improved design and service provisioning.

You will also be responsible for project execution including:

• Operating as a link between technical personnel and the appropriate end-user department to understand the business implications of the technical solutions on the current and future business environment.
• Managing system incidents working with the project team to ensure resolution.
• Working with the end-user to select or define appropriate scenarios to test and determine whether system changes meet project specifications. Coordinates with users to plan and execute User Acceptance Testing (UAT).
• Creating, reviewing and delivering end-user documentation and preparing communication material on system enhancements.
• Monitoring production performance enhancements and system integrity with end-users.

About You

To be successful in the role of Product Support Analyst, awareness of ITIL, Agile Practices and Business Analysis/Systems Analysis would be desirable (however not essential). You'll need some experience of working across the software development lifecycle within change implementation.

You'll have the ability or willingness to learn how to design and document business processes, stakeholder engagement capability with the ability to manage expectations and explain technical detail and the ability and experience assisting with planning activities.

You will also ideally have experience in configuring system settings, testing functionality and new releases as well as technical knowledge and some experience of at least one of the following:

• Application and Data Integration Platforms
• Knowledge of Xplan is highly desirable
• Web Content Management
• SQL Server Databases
• Microsoft technologies
• Financial services software e.g. Adviser POS Solutions
• Capability to work in an Agile or DevOps environment.
• Ability to work in 'Virtual' teams' cross function/cross business and geographies.
• Knowledge of the IT delivery lifecycle, associated methodologies, and their practical application.

You'll embrace change and initiate new and better ways of working to deliver positive customer outcomes, communicate confidently and effectively, at all levels, both in written and verbal form and have an analytical mind set, able to use data and metrics to drive actions and develop solutions for our customers.

#LI-PM1

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for