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- Tasks: Support customer journeys by collaborating on actuarial calculations and improving processes.
- Company: Join Phoenix Group, the UK's largest long-term savings and retirement business with a commitment to sustainability.
- Benefits: Enjoy flexible working, 38 days annual leave, private medical cover, and a generous pension scheme.
- Why this job: Be part of a dynamic team tackling real-world issues while developing your skills in a supportive environment.
- Qualifications: A level/degree in finance or related field; understanding of pensions is a plus.
- Other info: We welcome diverse applicants and offer adjustments during the recruitment process.
The predicted salary is between 24000 - 40000 £ per year.
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BPA Operations Analyst – Client Services, Edinburgh
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Client:
Phoenix Group Holdings
Location:
Edinburgh, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
c6afb0d17e1e
Job Views:
7
Posted:
14.07.2025
Expiry Date:
28.08.2025
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Job Description:
We have an incredible opportunity to join us here at Phoenix Group as an Operations Analyst to join our Annuity Client Services team.
Job Type:Permanent
Location: This role could be based in either our London or Edinburgh office working two days per week at home. We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process.
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.
Salary and benefits: c.£32k depending on experience plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, 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 the UK’s largest 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
Working closely with the Technical Actuaries and Actuarial Operations Lead, you will support many aspects of the overall customer journey. The role would fit somebody looking for a challenge and will require the successful candidate to develop, integrate and review actuarial calculations as part of our BPA proposition.
Key responsibilities will include:
- Collaborate to provide oversight of complex member benefit calculations and member options with our administrators
- Checking actuarial calculations carried out by our administrators (. transfer value calculations, retirement projections etc).
- Assist in the development of cashflow projection models ensuring they reflect the most accurate and beneficial outcomes for members
- Responsible for processing and checking of factor assumptions across our portfolio of BPA schemes
- Helping to draft process notes and helping to highlight any opportunities for process improvement that may arise
- Helping to ensuring all work produced within our team is clearly documented and has a suitable audit trail and version control.
- Developing a good understanding of pension benefit structures and options
- Responsible for creating bespoke models that address specific member benefits
What are we looking for?
- A level / degree or equivalent in a financial related subject
- An understanding of pension benefits and bulk annuity products whilst contributing to the creation of bespoke models would be desirable
- Very self-aware with the desire to exceed expectations and demonstrate resilience in overcoming challenges and determination to deliver results for the business
- Willingness to develop and progress in the role, highlighting and engaging with any training needs as appropriate
- Knowledge of Microsoft office, specifically Excel
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.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
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BPA Operations Analyst - Client Services employer: Phoenix Group Holdings
Contact Detail:
Phoenix Group Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land BPA Operations Analyst - Client Services
✨Tip Number 1
Familiarise yourself with the specific responsibilities of the BPA Operations Analyst role. Understanding the nuances of member benefit calculations and actuarial processes will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with current or former employees of Phoenix Group, especially those in similar roles. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Brush up on your Excel skills, as proficiency in this software is crucial for the role. Consider taking an online course or practicing advanced functions to demonstrate your capability during the interview.
✨Tip Number 4
Prepare to discuss your understanding of pension benefits and bulk annuity products. Being able to articulate your knowledge in this area will show your commitment and readiness for the challenges of the role.
We think you need these skills to ace BPA Operations Analyst - Client Services
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the BPA Operations Analyst position. Understand the key responsibilities and required skills, such as knowledge of pension benefits and actuarial calculations.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any previous roles or projects that involved financial analysis, pension schemes, or actuarial work.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Phoenix Group that attract you, and explain how your background makes you a great fit for the BPA Operations Analyst position.
Highlight Your Technical Skills: Since the role requires proficiency in Microsoft Excel and possibly other software, be sure to mention your technical skills clearly. Provide examples of how you've used these tools in past roles to achieve results.
How to prepare for a job interview at Phoenix Group Holdings
✨Understand the Role
Make sure you have a solid grasp of what the BPA Operations Analyst position entails. Familiarise yourself with the responsibilities, especially around actuarial calculations and member benefit structures. This will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Showcase Your Analytical Skills
Since the role involves checking complex calculations and developing cashflow projection models, be prepared to discuss your analytical skills. Bring examples from your past experiences where you've successfully tackled similar challenges or improved processes.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the team dynamics, company culture, and opportunities for professional development. This shows that you're not only interested in the job but also in how you can grow within the company.
✨Highlight Flexibility and Adaptability
Given the flexible working arrangements mentioned in the job description, be ready to discuss how you manage your time and adapt to changing circumstances. Share examples of how you've successfully worked in hybrid environments or adjusted to new challenges in previous roles.
