Transition Analyst

Bristol, Dorking
£28,000 - £35,000
09 Apr 2021
09 May 2021
Contract Type
Full Time

Our Corporate Workplace Asset Transition team are looking for 2 Transition Analysts to join them for a 12-month fixed term contract with the possibility of the position becoming permanent.

You will be joining a multi skilled team working on various projects from on-boarding, transferring or restructuring pension scheme activity affecting multiple business areas across the Aviva Group. This role runs activity across our key platforms NGP, My Money and Unisure.

Some of the duties & responsibilities involve

  • Working closely with all key internal and external partners, including Customer Services, Investment Operations, Pricing Controls, Fund Managers, and outsourcers such as FNZ
  • Support the Senior Transition Analyst with the creation of detailed transition and customer cohort analysis combining policy holder and fund investment details
  • Establish the execution timeline and agree with all parties
  • Highlight any risks to the transition manager/consultant
  • Ensure the Transition controls framework is appropriate and followed
  • Support the implementation and control of unit linked reservations
  • Own the implementation of policy record amendments
  • Support the issuing of member communications ahead of changes to members default investment solution
  • Assist with the production of a full audit trail for each transition to evidence compliance with each key stage of the process
  • Build and review EUCs and data files to support asset transition activity.

Skills, Strengths and Experience needed include

  • Must have experience in a similar role with an understanding of analytics
  • Financial Services background is desired but not essential
  • Results-oriented and hardworking
  • Work collaboratively to achieve shared targets/goals
  • Excellent workload management
  • High level Excel skills
  • Effective communication skills at all levels
  • Flexible and pro-active
  • Strong teammate - comfortable building and maintaining positive working relationships

What will you get for this role?

  • Salary of £28,000 - £35,000 depending on skills, experience and qualifications
  • Generous defined contribution pension scheme
  • Annual performance related bonus and pay review
  • Holiday allowance of 29 days plus bank holidays and the option to buy/sell up to 5 additional days
  • Up to 40% discount for some Aviva products through "My Aviva Extras" plus discounts for Friends and Family. (Some exclusions apply)
  • Excellent range of flexible benefits to include a matching share save scheme

Working at Aviva

At Aviva, we're people with a purpose. To be with you today, for a better tomorrow.

We bring this to life by ensuring managing risk is at the heart of the way we all work. We love people who do the right thing for our customers, and our colleagues. We want people who speak up, who take ownership, and who make good decisions.

The way we do this is important too, we're all about our people - that's you - so we can be pretty flexible. If you want to work from home some of the time or change your hours so you can pick up your kids or care for someone in your family, we're very open to that. In fact, we don't advertise roles as either part or full time, because we know each person has different needs, just as each business area has different needs. So, it's up to you to discuss working hours during your interview.

We care deeply about being inclusive and that means we encourage applications from people with diverse backgrounds and experiences. We want our employees to bring their whole self to work and that starts with you.

We interview every disabled applicant* that meets the minimum criteria for the job. Once you've applied, please send us a separate email stating that you have a disclosed disability and we'll make sure we interview you.

We'd love it if you could submit your application online. If you require an alternative method of applying, please give Ciaran Markey a call on 07919 988103 or send an email to

*As defined in The Equality Act 2010*. By 'minimum criteria' we mean you should provide us with evidence which demonstrates that you generally meet the level of competence required and have the qualifications, skills or experience defined as essential to perform the role.