Salesforce Business Analyst - Financial Services

Salary: £55,000 per annum benefits
Location: Remote (office attendance a few days per month; location to be confirmed)
Contract: Permanent, full-time
Start Date: Immediate
Sector: Financial Services

The Opportunity

Are you an experienced Salesforce Business Analyst with a background in financial services?

We're looking for a talented Salesforce Business Analyst to join an exciting financial services transformation project, working with a growing Salesforce consulting partner.

Our client is an expanding Salesforce consultancy delivering programmes for organisations across the UK. Following a number of new client wins, the business is continuing to grow, offering an excellent opportunity to join at an exciting stage and play a part in shaping its future.

You'll work closely with solution architects, developers and client stakeholders, enjoying the autonomy of a growing consultancy alongside varied, client-facing project work.

The Role

We're seeking a Salesforce Business Analyst to join a financial services client project immediately.

You'll act as the key link between business stakeholders and the technical delivery team, translating business needs into clear, actionable Salesforce requirements and ensuring the delivered solution meets client expectations.

The position is predominantly remote, with occasional office attendance a few days each month for workshops, planning sessions and team collaboration.

Previous financial services experience is essential, as you'll be working with regulated business processes, client onboarding journeys and financial data from day one.

Key Responsibilities

• Facilitate discovery workshops and stakeholder interviews to capture and document business requirements.
• Map current and future-state business processes, including client onboarding, KYC/AML checks, servicing and case management.
• Develop clear user stories and acceptance criteria, ensuring the product backlog remains prioritised.
• Translate business requirements into functional designs, working closely with solution architects and developers.
• Conduct gap analysis between standard Salesforce functionality and business requirements.
• Support system testing and User Acceptance Testing (UAT), including preparing test scripts and managing defects.
• Assist with data migration mapping and integration requirements.
• Develop training materials and support end users during go-live.
• Ensure proposed solutions consider relevant regulatory and compliance requirements, including FCA rules, Consumer Duty and GDPR.
• Work within an Agile delivery environment and actively participate in sprint ceremonies.

Essential Skills & Experience

• Proven experience working as a Business Analyst on Salesforce projects.
• Previous experience within financial services, such as banking, wealth management, insurance, lending or asset management.
• Strong experience in requirements gathering, business process mapping and writing user stories.
• Good working knowledge of Salesforce Sales Cloud and/or Service Cloud.
• Experience facilitating workshops and confidently engaging with client stakeholders at all levels.
• Experience working in Agile delivery environments, using tools such as Jira or Azure DevOps.
• Excellent written and verbal communication skills.
• Available to start immediately.
• Willingness to attend the office a few days per month.

Desirable Skills & Certifications

• Experience with Salesforce Financial Services Cloud (FSC).
• Salesforce Certified Business Analyst.
• Salesforce Certified Administrator.
• Financial Services Cloud Accredited Professional.
• Previous experience working for a Salesforce consulting partner or consultancy.
• Knowledge of FCA regulations, Consumer Duty, KYC/AML or MiFID II.
• Experience with process mapping tools such as Lucidchart, Visio or Miro.
• Business analysis qualifications such as BCS or IIBA (CBAP/CCBA).

What's on Offer?

• Competitive salary of £55,000 per annum.
• Predominantly remote working, with only a few office days required each month.
• Opportunity to work on an exciting, client-facing Salesforce programme within financial services.
• The chance to join and grow alongside an expanding Salesforce consulting partner.
• Support with Salesforce certifications and ongoing professional development.

How to Apply

This is an immediate requirement, and the client is looking to move quickly with the interview process.

If you're an experienced Salesforce Business Analyst with financial services experience and are available to start immediately, we'd love to hear from you.

To apply, please send your CV to Square One Resources, along with a brief overview of your Salesforce and financial services experience and your current availability.

Don't miss out on this opportunity to join a growing Salesforce consultancy and make an impact on an exciting financial services programme.