Business Analyst
Initial 6 month duration (potential to extend)
Hybrid ( 2 days per week onsite in Edinburgh + potential infrequent travel)
Rate: Circa £500 per day via Umbrella
We’re partnering with a leading UK financial services organisation undergoing a major wealth and pensions transformation, bringing together advisory, platform, and digital capabilities into a single, market-leading proposition.
As part of this flagship programme, we’re looking for Business Analysts with a blend of data, process, and operational expertise to support large-scale migration and product transformation initiatives.
🔍 The Opportunity
This is a multi-faceted role where you’ll operate across data analysis, customer journey design, and operational transformation, supporting:
* A complex platform migration involving tens of thousands of customers and multiple legacy systems
* The design and rollout of new retirement and wealth products on modern platforms
* End-to-end operational readiness and process transformation
You’ll play a key role in ensuring customer outcomes, operational efficiency, and technical delivery are aligned throughout.
🧩 What You’ll Be Doing
* Mapping and optimising end-to-end customer and operational journeys
* Supporting large-scale data migration activity (client & asset data)
* Leading process design, modelling, and continuous improvement
* Driving cutover planning, operational readiness, and transition activities
* Creating playbooks, runbooks, and interim processes
* Collaborating across product, tech, operations, and 3rd parties
* Translating insights into design decisions and delivery priorities
🎯 We’re Interested in People With:
We’re open to a mix of strengths across the below:
📊 Data & Technical
* Experience working with large datasets in migration programmes
* Strong Excel skills (SQL and/or Python highly desirable)
* Ability to support data validation, reconciliation, and analysis
🔄 Process & Change
* Strong Business Analysis and process mapping (Visio)
* Experience with cutover planning and migration delivery
* Ability to define future-state processes and operational models
⚙️ Operations & Leadership
* Understanding of operational impacts of change
* Experience supporting or leading operations workstreams
* Ability to coordinate across teams and drive alignment
✅ What We’re Looking For Overall
* Proven Business Analysis experience
* Background in financial services (wealth, pensions preferred)
* Experience in large-scale change, transformation, or migration programmes
* Strong stakeholder management and ability to work in cross-functional teams
* Tools: Jira, Confluence, Visio, PowerPoint
Pontoon is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Pontoon is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention