Onboarding Business Analyst

Introduction 

The Pepperstone story started in 2010. We know what it's like to trade the world's markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech we're digital, nimble, connected, and united in our vision to create a better way to trade. 
 
We thrive on progress – for our clients and for ourselves. Our organisational culture is ever-evolving, vibrant, diverse, global and results focused. 
 
You'll find our 550+ team currently across 11 locations and 9 time zones. 

The Role

We are looking for a hands-on Onboarding Business Analyst to join our Onboarding team within our CFD trading platform Product team. You will play a key role in shaping the end-to-end client onboarding experience, ensuring it is seamless, compliant, and optimised for conversion. You will support back-office processes and tools to ensure workflows are operationally efficient and documented. Working closely with Product Managers, UX Designers, Engineers, Compliance, and Operations, you will help define requirements, analyse data, and ensure we deliver best-in-class onboarding journeys across multiple regions and regulatory frameworks.

This is an exciting opportunity to join a fast-paced, global FinTech environment where you will directly impact client acquisition and growth by making onboarding smoother, faster, and more engaging.

As our Onboarding Business Analyst, your key responsibilities include, but may not be limited to: 

• Requirements gathering & analysis
  • Work with product managers to translate business objectives into clear, detailed requirements for onboarding features and flows.
  • Capture regulatory requirements from our multiple jurisdictions and ensure they are captured and embedded in onboarding journeys.
  • Facilitate workshops and discussions with stakeholders (Compliance, Operations, Marketing, Customer Support).
• Process mapping & documentation
  • Document "as-is" and "to-be" onboarding workflows (signup, KYC/AML, appropriateness test, deposit)
  • Define user stories, acceptance criteria, and edge cases for the product backlog.
  • Maintain clear and up-to-date Confluence documentation.
• Data & insights
  • Analyse onboarding funnel metrics (signup conversion, KYC pass rates, deposit rates, first-trade conversion rates)
  • Partner with BI/Business/Product teams to identify bottlenecks and opportunities for improvement.
  • Provide recommendations backed by quantitative analysis and customer feedback.
• Delivery support
  • Support engineering teams by clarifying requirements, testing deliverables, and managing dependencies.
  • Conduct UAT for new onboarding features and Back office tooling and ensure readiness for release.
  • Help prioritise backlog items based on business value and impact.
• Stakeholder Management
  • Act as the bridge between product, compliance, marketing, and customer support.
  • Ensure all teams are aligned on onboarding initiatives and deliverables.
  • Present findings, reports, and recommendations to senior stakeholders.

About You

• Experience in business analysis within FinTech, (Trading/Investments is a bonus)
• Strong understanding of Risk, Electronic verification, KYC, AML, and regulatory onboarding requirements.
• Proficiency in documenting workflows, writing user stories, and producing acceptance criteria.
• Analytical skills with experience using BI/data tools (e.g Tableau, Mixpanel).
• Excellent communication and stakeholder management abilities.
• Familiarity with Agile/Scrum delivery environments.
• Strong problem-solving skills and attention to detail.
• Proficiency in Jira/Confluence and backlog management.
  

Desirable

• Experience working with with onboarding/identity verification providers (e.g., Jumio, Onfido, Trulioo).
• Knowledge of A/B testing and funnel optimisation techniques.
• Previous experience in multi-region, multi-regulation product environments.

Why you will enjoy working with us

• Competitive salary structure  
• Genuinely collaborative and friendly culture 
• Flexible and hybrid working  
• Remote working option - work from anywhere for up to 6 weeks per year, in addition to hybrid working as standard 
• Ongoing personal development & learning opportunities 
• Paid parental leave 
• 3 paid volunteering days per year & Workplace Giving Program 
• 24/7 support when you need it most - an Employee Assistance Program 
• Frequent events and celebrations 

More About Pepperstone   

We're a regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, we arm our clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, we learn quickly and move forward with impact. To learn even more visit Pepperstonecareers and   

We understand it's important to do due diligence on a prospective employer, see what our team are saying on Glassdoor. We respect our team members' experiences and will never pay to remove a negative review.  

Pepperstone is an equal opportunity employer. We are passionate about building a diverse workplace and strongly encourage applications from any background.  

"We are a 2025 Circle Back Initiative Employer – we respond to every applicant".  

We will be reviewing applications as they come through, so if this is an opportunity that excites you, don't wait. Express your interest by clicking the apply button below as soon as possible.  

Note to external agencies: While we appreciate the efforts of external recruitment agencies, we prefer to engage directly with applicants for this opportunity.  

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