Remote Pension Review & Data Analyst

Meraki Talent; United Kingdom; Remote; GBP 25,000 - 30,000; Full time

Job summary

Meraki Talent are seeking detail-oriented Analysts to join a financial services review programme. This role involves reviewing customer and policy documentation, extracting key information, and applying defined methodologies to support customer outcome assessments.

The successful candidate will work within a structured, quality-controlled environment, receiving ongoing coaching and progressing through a competency framework across a 12-month+ engagement. Remote work option is available.

Qualifications

• Experience in an analyst or case review environment.
• Target-driven contracting environment experience.
• Ability to translate detailed records into structured outputs.
• Understanding of QA processes and audit requirements.
• Ability to learn new processes, products and systems quickly.
• Proficient with Excel and Teams.
• Strong attention to detail and accuracy.

Responsibilities

• Review customer, policy and transactional records in line with approved processes, guidance and review methodologies.
• Identify and extract key information, including dates, classifications, payment details and other relevant case data.
• Establish processes and workflows.
• Record findings accurately within designated systems, trackers and review templates.
• Complete assigned caseloads within agreed productivity targets while maintaining high-quality standards.
• Respond to quality assurance feedback and complete any required rework within agreed timescales.
• Demonstrate continuous improvement through the application of feedback and coaching.
• Maintain accurate case notes and a clear audit trail to support findings and decisions.
• Participate in team meetings, training sessions, coaching activities and knowledge-sharing forums.
• Contribute to process improvements by identifying trends, common errors and opportunities to enhance guidance.

Skills

Analyst experience

Financial services knowledge

Attention to detail

Quality assurance understanding

Learning agility

Communication skills

Tools

Microsoft Excel

Microsoft Teams

Job description

Meraki Talent are seeking detail-oriented Analysts to join a financial services review programme. This role involves reviewing customer and policy documentation, extracting key information, and applying defined methodologies to support customer outcome assessments.

The successful candidate will work within a structured, quality-controlled environment, receiving ongoing coaching and progressing through a competency framework across a 12-month+ engagement. Remote work option is available.