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Transitions analyst

Edinburgh
Phoenix Group Holdings
Analyst
Posted: 19 August
Offer description

Job Type: Permanent

Location: Edinburgh or London - hybrid (office 2 days per week).

Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Closing Date: 3rd September

Salary and benefits: From £35k dependent upon experience plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re Phoenix Group, we’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

Support large scale and complex unit linked transition events ensuring that member experience is optimised, and shareholder risk is managed. Work with the aligned transition manager to identify the optimal transition approach for each event, focusing on customer outcomes and shareholder risk. Oversee the operational activities of each transition event through provision of data, modelling and adherence to a strict risk and controls framework. Provide SME support to wider business when transitions insight is required. Work alongside internal stakeholders to ensure transition activity completes as per requirements.

What are we looking for?

1. Proven experience of Workplace Pensions, their administration systems and fund structures.
2. Experienced in the planning and execution of unit link transition events with a focus on ensuring the best outcome for customers.
3. An in depth understanding of transition methods (re-registration / in specie / prefunding) and experience in the application of these methods.
4. Strong analytical skills along with advance excel knowledge
5. An understanding of Investments and a desire to develop a specialist investment knowledge and skills

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

We’re reviewing applications as they come in, so apply early to avoid missing out.

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