Pension & Advisory Data Analysis Consultant (Hybrid)

The Openwork Partnership; Swindon; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A financial services company in Swindon is looking for a Centralised Data Analysis consultant. You will provide cost analysis for Legacy Asset cases and ensure accurate information for suitability reports. This hybrid role involves working on site 3 days a week and requires strong knowledge of pension and investment products. The ideal candidate will have good analytical skills, attention to detail, and experience engaging with advisers and providers. Benefits include a competitive salary of £34,000 and a bonus scheme.

Benefits

Salary - £34,000

Bonus scheme – on target bonus 7.5%

Pension scheme – contribute up to 5%

Critical illness cover

Death in service – 4x salary

27 days holiday + bank holidays

Flexible benefits including private medical and dental insurance

Qualifications

• Strong understanding of pension and investment products.
• Previous experience dealing with advisers and providers.
• Knowledge of safeguarded benefits, SIPPs, and pension crystallisation.
• Good understanding of FCA requirements for pension transfers.
• Sound judgement ensuring impartiality and consistency.

Responsibilities

• Review ceding scheme information and complete analysis.
• Ensure information is keyed accurately to standards.
• Prioritise work to meet Service Level Agreements (SLAs).
• Engage with advisors providing high levels of customer service.
• Chase for outstanding requirements and review documents.

Skills

Strong understanding of pension and investment products

Good problem solving

Analytical skills

Attention to detail

Ability to communicate effectively

Job description

A financial services company in Swindon is looking for a Centralised Data Analysis consultant. You will provide cost analysis for Legacy Asset cases and ensure accurate information for suitability reports. This hybrid role involves working on site 3 days a week and requires strong knowledge of pension and investment products. The ideal candidate will have good analytical skills, attention to detail, and experience engaging with advisers and providers. Benefits include a competitive salary of £34,000 and a bonus scheme.