Senior Business Analyst – Pensions Software & Client Success in Bristol

Procentia is an award-winning software and technology company specialising in the Pensions and Bulk Purchase Annuities market. We design intelligent solutions that put administrators and members at the heart of any pension scheme. Established in 2002, we’re renowned for our web-based pensions administration and management system, IntelliPen. Our platform helps clients meet the demand for self-serve technology and provide meaningful consumer-like experiences expected from online platforms.

Trusted by administrators, employers and trustees, our software is widely regarded as the most comprehensive and feature-rich platform for modern pensions management. IntelliPen comprises a suite of integrated modular systems that streamline processes from new member registration to online self-serve retirement, and enables collaboration on the same workflows. It delivers up to 90% time and cost efficiencies by automating member retirements, validation, benefit calculations, reporting and pensioner payroll.

With offices in the UK and North America, we support some of the largest pension schemes and plans across the private and public sectors. We’ve been named 'Pension Technology Firm of the Year 2024' at the Pensions Age Awards, and voted ‘No.1 UK Pension Administration Software Provider’ in 2022 and 2023.

Procentia People are a community of passionate specialists dedicated to developing best-in-class software solutions and client service. We’re a vibrant assortment, everyone is welcome here. We’re proud of our welcoming and open culture, and our Values. They’re not just words on paper – we’re dedicated to living them every day.

As part of our continuing growth we are seeking to recruit an additional Senior Business Analyst to work in our Client Success department. Client Success is the first chance our business gets to work closely with new clients – installing and configuring our system to meet the clients’ needs and deliver to the contract. Procentia focuses on building successful and lasting relationships with our clients making sure that our implementations are collaborative, communication is continuous, and quality is top notch.

Here’s What You’ll Be Doing:

• Demonstrating up-to-date expertise in Procentia’s products and apply this to the development, execution and improvement of action plans by providing advice and guidance to others in the application of information and best practices.
• Managing client relationships and expectations by using communication to keep others up-to-date on project results.
• Leading or participating in multiple projects by completing and updating project documentation; managing project scope; adjusting schedules when necessary; determining daily priorities; ensuring efficient and on-time delivery of project tasks and milestones; following escalation paths; and managing client and supplier relationships.
• Providing leadership to team members and peers by collaborating with others; articulating ideas and viewpoints to senior management, peers and others; identifying and initiating process improvements; supporting resources; driving the resolution of issues; and holding self and team accountable for results.

Key Skills And Experience:

• At least five years’ experience of working as a Business Analyst in a financial services (ideally pensions) or IT environment.
• Excellent communication skills with all levels and types of stakeholder.
• Ability to lead a matrix team with respect to achieving business analyst objectives.
• Have deep technical knowledge of our products or similar technology.
• Have experience of requirements gathering to support the configuration and development of pensions software, or other financial services related systems.
• High degree of numeracy.
• Excellent team worker with good time management and work planning abilities.
• Be self-motivated and capable of independent working.

Let’s Talk About What’s In It For You:

• 25 days holiday (plus public holidays) increasing with length of service up to a maximum of 28 days, with carry over of up to 1 week.
• Buying and Selling holiday (up to 1 week).
• Life Assurance.
• Private Medical Insurance.
• Employee Assistance Programme (EAP).
• Tusker – Electric Car Leasing scheme.

We know that some candidates, particularly women, disabled people, LGBTQ+ individuals, neurodivergent people, and those from ethnic minority backgrounds, may hesitate to apply unless they meet every listed requirement. At Procentia, we’re committed to building a diverse, inclusive workplace where everyone can thrive. If this role excites you but your experience doesn’t align perfectly with every requirement, we encourage you to apply anyway. You could be a great fit for this role or another opportunity within our team.