Technical Business Analyst (IFA Platforms & Advice Technology)

Role Purpose

To own and evolve the end-to-end digital ecosystem supporting a modern IFA business. The role sits at the intersection of advice technology, operations and client experience, with responsibility for connecting core systems —these include IFA back-office platforms, risk-profiling tools, cashflow-forecasting systems, advice engines, AI tooling and client and adviser-facing platforms.

The postholder owns the processes, data flows and user journeys across these systems, ensuring they are efficient, scalable and aligned to regulatory requirements. Working closely with the Chief Operations & Technology Officer, they also help shape and deliver next-generation digital products across compliance, adviser automation and client self-service.

Key Responsibilities

— Process mapping and analysis

• Map, document and optimise end-to-end advice, operations and servicing processes, capturing both “as-is” and “to-be” views.
• Analyse existing workflows to identify inefficiencies, manual workarounds, bottlenecks and control gaps.
• Produce clear process maps, requirements, user stories and acceptance criteria.
• Act as the bridge between business, technology and compliance.

— Rapid prototyping and solution delivery

• Rapidly prototype and iterate solutions — workflows, forms, automations and dashboards — to test ideas quickly with real users.
• Move prototypes from proof-of-concept through to tested, production-ready solutions.
• Configure and build within business systems wherever possible, rather than relying solely on external development.
• Gather feedback, iterate and continuously improve delivered solutions.

— Zoho CRM ownership and configuration

• Own the configuration, workflows and automation within Zoho CRM as the firm's core client and advice platform.
• Design and build Zoho modules, layouts, blueprints, workflows and reports to match the advice process.
• Integrate Zoho CRM with back-office, platform and other business systems to create a connected, data-driven ecosystem.
• Maintain data quality, structure and consistency across Zoho CRM and connected systems.

— Systems, data and integration

• Map data flows between systems (CRM, back office, risk tools, cashflow, platforms) and ensure integrity, consistency and auditability.
• Reduce duplication and manual intervention through automation and integration.
• Support system migrations, integrations and rollouts, including evaluating and onboarding new technology providers where needed.

— Training and adoption

• Train advisers (IFAs), paraplanners and operations staff to use Zoho CRM and other digital tools confidently.
• Create training materials, guides, process documentation and best-practice frameworks.
• Run onboarding, floor-walking and hands-on support to drive adoption and behavioural change.
• Act as the go-to super-user and first-line support for advice-technology queries.

— Continuous improvement

• Identify opportunities to improve efficiency, automation and scalability across the business.
• Prioritise and maintain a backlog of process and system improvements with the COTO and stakeholders.
• Measure the impact of changes and refine them based on real-world use.

— Stakeholder management

• Work closely with the COTO (operations, delivery and architecture), compliance teams, advisers and paraplanners.
• Act as the central point of coordination for process and technology initiatives.

Key Outcomes and Success Measures

• Clear, documented and standardised processes adopted across the business.
• Faster delivery of practical solutions through prototyping and iteration.
• A well-configured  CRM that reflects the advice process and is trusted by users.
• Reduced manual effort and duplication through automation and integration.
• High levels of adviser adoption and confident use of digital tools.
• Improved data quality and compliance oversight.

Key Skills

— Essential

• Proven experience as a Business Analyst / Technical Business Analyst, ideally within IFA, wealth management or financial services.
• Strong process-mapping and analysis skills (e.g. BPMN, “as-is / to-be” mapping) and requirements / user-story writing.
• Hands-on experience configuring and building in a CRM — Zoho CRM strongly preferred (workflows, blueprints, automation, reporting).
• Experience rapidly prototyping, delivering and iterating solutions with users.
• Understanding of advice processes and regulatory requirements (FCA environment).
• Confident working with integrated systems and data flows.
• Strong communication and training skills, able to bring non-technical users along.
• Ability to translate complex processes into scalable, practical solutions.

— Desirable

• Breadth across the Zoho ecosystem (Zoho Creator, Flow, Analytics) and low-code / no-code automation.
• Experience delivering system training to advisers.
• Exposure to AI, automation or advice engines.

— Core competencies

• Process mapping and analysis; rapid prototyping and delivery; Zoho CRM configuration; systems and data literacy; training and adoption; regulatory awareness; stakeholder management; and the ability to turn complex advice processes into tested, adopted solutions.

Renumeration and Reward

The package rewards delivery, technical judgement and the impact of a more connected, efficient and compliant advice ecosystem.

Base salary	£60,000 - £70,000 per annum, dependent on experience
Discretionary bonus	Performance-related, linked to delivery milestones and business outcomes
Working pattern	Full-time, permanent, with hybrid working
Start date	As soon as possible

Why this role matters

Why us?

At Nine Edge Wealth, we're redefining financial planning. We believe in the human connection, and we believe our innovative use of technology makes every connection stronger. Our mission is to raise the bar for financial advice — combining human excellence with innovative technology to remove bias, cut through complexity and deliver faster advice, so our clients can make confident decisions and turn their dreams into reality.

We use technology to free our advisers to focus on what truly matters: our clients' ambitions, aspirations and lifestyle goals. Everything we do is built on four principles:

• Accessible — clear, jargon-free advice
• Transparent — straightforward fees and open communication
• Innovative — technology enhancing every step
• Trusted — professional, compliant and client-focused

This is a foundational role in building a modern, scalable advice business. You'll directly influence how advice is delivered, how our systems connect and how clients experience financial planning — while we shape the future through AI and automation. If you want your work to genuinely change how an industry operates, this is the place to do it.

About us

Important regulatory information

Nine Edge Wealth Limited is not authorised or regulated by the Financial Conduct Authority (FCA).
Regulated financial advice is provided by appointed representatives within the Nine Edge group;

• Nine Edge Wealth Edinburgh Ltd (trading as Nine Edge Wealth) is an Appointed Representative of ValidPath Limited, Authorised and Regulated by the FCA (FRN 197107) · Registered in Scotland, Co. No. SC525344

 

• Nine Edge Wealth Scotland Ltd (trading as Nine Edge Wealth) · Appointed Representative of Best Practice IFA Group Limited, Authorised and Regulated by the FCA (FRN 223112) · Registered in Scotland, Co. No. SC400522