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Implementation Analyst

London

About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £8.4 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.  

Role:

Implementation Analyst  

Reporting to:

Business Solutions Manager  

Department:

Business Solutions and Data Analytics (BSDA)  

Location:

London  

Summary:

We are seeking a proactive and dedicated Implementation Analyst to join the Business Solutions and Data Analytics team in our London office. The successful candidate will contribute to the development and delivery of business process solutions and wider organisational initiatives. This includes supporting the full lifecycle of change — from requirements gathering and analysis to solution design, implementation, and post‑deployment review. This role is ideal for an analytical and collaborative individual with proven experience in process optimisation, systems implementation, and cross‑functional engagement within financial services. A minimum of three years’ experience is required, with strong preference for hands‑on experience working with CRM systems such as Xplan.

Responsibilities:

  • Collaborate and co-ordinate with stakeholders across the business to understand, document and analyse process and system related change requirements.
  • Support and where appropriate take full ownership of the design and implementation of new business process.
  • Map and visualise end-to-end workflows, identifying inefficiencies, risks, and areas for optimisation.
  • Have direct responsibility in the configuration, testing, and rollout of system enhancements, with a particular focus on Xplan.
  • Develop and deliver training materials and sessions to facilitate adoption of new processes and systems.
  • Monitor post-implementation outcomes, gather feedback, and support continuous improvement initiatives / projects.
  • Prepare clear, structured reports and updates for stakeholders and management on ongoing solution implementation status and risks.
  • Work closely with the data team to ensure changes are in line with data integrity, quality and reporting needs.
  • Learn and maintain a working knowledge of team members’ activities to provide support and coverage as needed.
  • Make suggestions, arising in the course of his / her normal work, for ways in which service / product delivery or client service quality can be improved.
  • Perform any other duties within the scope of the role as reasonably instructed.

Qualifications & Experience:

Qualification
  • Any relevant professional certification(s) such as Lean Six Sigma, PRINCE2, PMP, or Business Analysis certifications are advantageous.
Experience:
  • 3+ years’ experience in process analysis, business management, system implementation roles within financial services.
  • Extensive, hands-on experience implementing, configuring and optimising Xplan is strongly preferred.
  • Familiarity / direct experience with multiple functional areas / departments within a Wealth Management firm is advantageous.

Skills:

  • Excellent verbal and written communication skills with the ability to convey complex issues clearly to stakeholders at all levels.
  • Confident to engage in debate about the conclusions drawn, resilient in sustaining a logical argument under pressure.
  • Experienced in delivering presentations and training.
  • Strong analytical and problem-solving skills with high-level of attention to detail.
  • Highly organised, ability to manage competing priorities and deliver quality results within tight deadlines.
  • Proficient in Microsoft Office Applications, including Excel and PowerPoint.
  • Experience in documenting and visualising end-to-end business process and system workflows.
  • Worked in or collaborating with data teams, with an understanding of how business processes and data interrelate.

Apply now