Business Analyst - Life & Pensions

Are you a detail-driven Business Analyst with a passion for clarity, customer fairness, and stakeholder collaboration? We’re looking for someone to join our financial services client on a large migration programme helping to shape the future of their Life and Pensions customer correspondence. Hybrid working in Bristol or York – 2 days per week in the office.

What You’ll Be Doing

• Reviewing and analysing customer-facing documents to ensure they’re clear, accurate, and aligned with Consumer Duty standards.
• Applying conditional logic to documents – understanding how “if this, then that” rules affect what customers see.
• Comparing legacy and new outputs to ensure consistency and identify any gaps in customer information.
• Collaborating with stakeholders to validate document content and ensure the right options are being communicated.
• Challenging and pushing back when something doesn’t look right – your eye for detail will be key.
• Supporting migration projects by ensuring documentation transitions smoothly and accurately.

What You’ll Bring

• Experience with Life and Pension products – understanding how they work and how they’re communicated.
• A basic grasp of Consumer Duty and how it impacts customer communications.
• Confidence in analysing documents
• Experience applying conditional logic rules to drive outcomes would be helpful.
• Strong stakeholder engagement skills – able to ask the right questions and build consensus.
• A proactive mindset with the courage to challenge and improve.
• Experience in a migration environment is a bonus.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.