Technical Business Analyst - Wealth (Cape Town)

Requirements Elicitation & Analysis

• Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes

• Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs

• Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications

• Define and validate acceptance criteria in collaboration with the Product Owner and QA teams

• Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers

• Process Analysis & Improvement

• Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement

• Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements

• Identify opportunities to embed AI-powered tooling into advice workflows — such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing — and translate these into structured requirements

• Agile Delivery Support

• Work closely with the Product Owner to refine and maintain a well-groomed backlog

• Participate actively in sprint ceremonies — refinement, planning, reviews, and retrospectives

• Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically

• Stakeholder Engagement

• Build trusted relationships with senior stakeholders across advice, planning, and operations

• Communicate complex technical and process changes clearly to non-technical audiences

• Provide regular progress updates and facilitate sign-off on key deliverables

• Continuous Improvement

• Champion best practice in business analysis, agile delivery, and financial services

• Actively leverage AI tools in day-to-day analysis work — including using AI assistants for documentation drafting, requirements synthesis, and process modelling — and encourage adoption across the team

• Mentor junior team members and contribute to the development of BA standards across the function