Asset Transition Analyst

Aviva; Bristol; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A financial services company is looking for an Asset Transition Analyst for a 12-month fixed-term contract. Located in Bristol, York, or Leatherhead, you will support the transition of pension schemes and help deliver projects effectively. Strong Excel skills and an analytical mindset are essential, along with experience in DC pensions. The role offers a salary of £30,000 - £35,000 and a hybrid working model.

Benefits

Salary range £30,000 - £35,000

Bonus opportunity of 8%

Generous pension scheme up to 14%

Aviva-funded Private Medical Benefit

Discount on Aviva products

Free Aviva shares up to £1,200

Supportive policies including parental leave

Flexible benefits including cycle to work options

Paid volunteering days

Wellbeing support and tools

Qualifications

• Enjoy analyzing data and solving problems in Excel.
• Experience working in a fast-paced environment.
• Ability to deliver projects on time and to a high standard.

Responsibilities

• Support onboarding, transfer, or restructuring of pension scheme business.
• Deliver projects while minimizing risk and ensuring a smooth experience for members.
• Challenge existing processes and suggest improvements.

Skills

Strong Excel skills, including use of complex formulas

Analytical and numerical mindset

Experience with DC pensions (trust and contract arrangements)

Ability to manage your own workload and stay calm under pressure

Understanding of investments including investment solutions, insured funds, unit pricing

Job description

Asset Transition Analyst

12-month Fixed-term Contract

Location: York, Bristol or Leatherhead based (50% hybrid working)

Salary: £30,000 - £35,000 - depending on experience

Do you enjoy solving problems in Excel and working with numbers? Curious about how investments work? If so, this could be the perfect role for you.

We’re looking for someone who enjoys structured work, has a flair for analysis, and thrives in a fast-paced environment. You’ll be part of a team that makes time-critical decisions involving large sums of money across a variety of bulk transfers and investment change projects. If you’re proactive, organised, and enjoy working with technical experts and colleagues across the business—this is the role for you.

Please note that this role is a 12-month Fixed-term Contract.

A bit about the job:

You’ll join the Wealth Investments Transitions team, supporting the onboarding, transfer, or restructuring of pension scheme business across our key platforms—NGP, My Money, and Unisure. These transitions are complex and impact multiple areas across Aviva. Your role will be to help deliver these projects on time and to a high standard, while minimising risk and ensuring a smooth experience for members. You’ll also be encouraged to challenge how we do things and suggest improvements.

Skills and experience we’re looking for:

• Strong Excel skills, including use of complex formulas
• Analytical and numerical mindset
• Experience with DC pensions (trust and contract arrangements)
• Ability to manage your own workload and stay calm under pressure
• Understanding of investments including investment solutions, insured funds, unit pricing, and their relationship with underlying assets would be advantageous

Due to this being a role in scope for Insurance Distribution Directive (IDD) it is a prerequisite that you are not currently bankrupt and do not have an unspent conviction for a serious criminal offence, in applying for this role you are certifying that you satisfy both of these requirements.

What you’ll get:

Our purpose – with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We want you to shine. That’s why we have so much to offer you:

• Salary around £30,000 - £35000 - depending on location, skills, experience, and qualifications
• Bonus opportunity – 8% of annual salary, depending on your performance and the business’
• Generous pension scheme – we’ll contribute up to 14%
• Aviva-funded Private Medical Benefit to help you get expert support when you need it
• Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
• Brilliantly supportive policies including parental and carer’s leave
• Flexible benefits to suit you, including sustainability options such as cycle to work
• Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others
• We take your wellbeing seriously with lots of support and tools

Take a look to learn more.Put a salary into this calculator to see what your total Aviva Reward could be.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here

We’d love it if you could submit your application online. If you require an alternative method of applying, please send Balazs Palcsek a mail at [e-mail]