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- Tasks: Bridge business needs and tech solutions in retirement and asset management.
- Company: Dynamic company offering flexible working and a supportive culture.
- Benefits: Up to £52,000 salary, 38 days leave, private medical cover, and more.
- Why this job: Make a real impact by transforming retirement solutions with innovative analysis.
- Qualifications: Experience in business analysis and understanding of retirement products.
- Other info: Join a diverse team committed to inclusivity and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Technical Business Analyst – Business Development & Origination Transformation
Location: London (Hybrid) with flexible working options available.
Job Type: Permanent (Part‑time and job‑share also open).
Closing Date: 24th October 2025.
Salary and benefits: Up to £52,000 plus discretionary bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days, and more.
The Technical Business Analyst plays a pivotal role in bridging the gap between business needs and technology solutions within the retirement solutions and asset management space. Working closely with stakeholders across products, operations, compliance and IT, the Analyst translates complex business requirements into actionable insights and solutions that support the delivery of retirement solutions products and services. The role ensures systems and platforms are aligned with regulatory requirements, operational efficiency and customer needs.
Key Responsibilities
- Produce and deliver specific product‑related analysis and conclusion documents across product sets such as BPA, Annuities or Smoothed Funds.
- Collaborate with stakeholders to gather and analyse business requirements related to retirement solution products, platforms, and processes.
- Map current and future‑state business processes, identifying opportunities for improvement, automation and regulatory compliance.
- Translate complex business needs into clear functional specifications for technology teams.
- Support project delivery through requirements traceability, testing support and change management.
- Monitor industry trends, regulatory changes and customer needs to inform strategic planning and product development.
- Act as a liaison between business units and technology teams to ensure solutions align with strategic goals and deliver value.
- Keep technical & business knowledge up to date in area of expertise (e.g. relevant legislation changes, product rules).
- Propose pragmatic, innovative, cost‑effective solutions to business needs.
- Continuously seek opportunities to improve analysis quality and service delivery, and support business decision‑making.
- Simplify technical information into more easily understood terms.
What We’re Looking For
- Strong understanding of relevant products in Retirement Solutions and Asset Management such as BPA, Annuities or Smoothed Funds, and relevant regulatory frameworks.
- Experience in business analysis, process mapping and stakeholder engagement.
- Proficiency in tools such as Jira, Confluence, Visio or similar.
- Excellent communication, analytical thinking and problem‑solving skills.
We want the whole version of you. We are committed to ensuring that everyone feels accepted and welcome. If your experience looks different from what we’ve advertised and you believe 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.
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Technical BA - Annuity Data employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical BA - Annuity Data
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to the Technical BA role. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your problem-solving skills.
✨Tip Number 3
Showcase your expertise! Bring examples of your previous work, especially those that relate to retirement solutions and asset management. This will help you demonstrate your understanding of the products and regulatory frameworks.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Technical BA - Annuity Data
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Technical Business Analyst. Highlight your experience with retirement solutions and asset management, and don’t forget to mention any relevant tools like Jira or Confluence.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've bridged the gap between business needs and tech solutions in the past.
Showcase Your Analytical Skills: Since this role requires strong analytical thinking, make sure to include examples of how you've successfully mapped processes or translated complex requirements into actionable insights. We want to see your problem-solving skills in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at Phoenix Group
✨Know Your Products
Make sure you have a solid understanding of the retirement solutions and asset management products mentioned in the job description, like BPA and Annuities. Brush up on relevant regulatory frameworks too, as this will show your potential employer that you're not just familiar with the terminology but also understand the context.
✨Master the Tools
Familiarise yourself with tools like Jira, Confluence, and Visio before the interview. Being able to discuss how you've used these tools in past roles or projects can really set you apart and demonstrate your readiness for the Technical Business Analyst position.
✨Engage Stakeholders
Prepare examples of how you've successfully engaged with stakeholders in previous roles. Think about specific instances where you gathered requirements or mapped processes. This will help illustrate your experience in bridging the gap between business needs and technology solutions.
✨Simplify Complex Concepts
Practice explaining complex technical information in simple terms. During the interview, you might be asked to translate intricate business needs into functional specifications. Showing that you can simplify these concepts will highlight your communication skills and ability to connect with both technical and non-technical audiences.
