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For Companies At a Glance
- Tasks: Bridge business needs and tech solutions in retirement products.
- Company: Join Phoenix Group, a leading FTSE 100 retirement business.
- Benefits: Up to £52,000 salary, 38 days leave, private medical cover, and more.
- Why this job: Make a real impact on retirement solutions while working flexibly.
- Qualifications: Experience in business analysis and knowledge of retirement products.
- Other info: Dynamic team with opportunities for career growth and development.
The predicted salary is between 44000 - 62000 £ per year.
Overview
We have a fantastic opportunity to join our Business Development and Origination Transformation team as a Technical Business Analyst.
Job Type: Permanent
Location: London Hybrid role. All roles are advertised as open to part-time and job-share using the statement below.
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. You can read more about Phoenix Flex here.
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 much more
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
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. They work closely with stakeholders across products, operations, compliance and IT to understand, document and translate business requirements into actionable insights and solutions.
You will be responsible for translating complex business requirements into robust technical solutions that support the delivery of retirement solutions products and services. Working at the intersection of business strategy, data and technology, this role ensures that systems and platforms are aligned with regulatory requirements, operational efficiency and customer needs.
Key Responsibilities For The Role Include
- Produces and delivers specific product related analysis and conclusion documents and artefacts across a specific product set 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.
- Keeping technical & business knowledge up to date in area of expertise (e.g. relevant legislation changes, product rules).
- Proposing pragmatic, innovative, cost-effective solutions to business needs
- Seeking continuously and proactively to improve quality of analysis to improve service delivery, and/or 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 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.
Find out more about
- Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
- Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us
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Technical BA - Annuity Data employer: Phoenix
Contact Detail:
Phoenix 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, especially those who work at Phoenix Group. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by understanding the role inside out. Dive deep into the specifics of Technical Business Analysis in retirement solutions. The more you know, the more confident you'll feel when discussing your fit for the role.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Use real-life examples where you've translated complex business needs into clear solutions. This will demonstrate your ability to bridge the gap between business and technology.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the Phoenix Group family.
We think you need these skills to ace Technical BA - Annuity Data
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical BA role. Highlight your experience with retirement solutions and asset management, and don’t forget to mention any relevant tools like Jira or Confluence that you’ve used.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your skills align with our needs. Be sure to mention your understanding of regulatory frameworks and your problem-solving abilities.
Showcase Your Analytical Skills: In your application, provide examples of how you've successfully mapped business processes or translated complex requirements into actionable insights. We love seeing real-world applications of your analytical thinking!
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application gets to the right people quickly. Don’t wait too long; we’re reviewing applications as they come in!
How to prepare for a job interview at Phoenix
✨Know Your Products Inside Out
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 commitment and expertise during the interview.
✨Master the Art of Communication
As a Technical Business Analyst, you'll need to bridge gaps between business needs and tech solutions. Practice explaining complex concepts in simple terms. This will not only help you in the interview but also demonstrate your ability to communicate effectively with stakeholders.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with business analysis and process mapping. Bring examples of how you've identified opportunities for improvement or automation in past roles. This will highlight your problem-solving skills and your proactive approach to enhancing service delivery.
✨Familiarise Yourself with Tools
Get comfortable with tools like Jira, Confluence, and Visio before the interview. If you can, mention specific instances where you've used these tools to support project delivery or stakeholder engagement. This will demonstrate your technical proficiency and readiness for the role.
