Pricing Migration Analyst (6mth FTC)

About the role:

The primary purpose of the Pricing Migration Analyst is to support the function of the Pricing Team during the development, testing and launch of a new client platform. This will require providing pricing ratecard data, testing outputs, summarising outcomes and reporting progress. Role will also entail working in cross-functional projects and with third-party providers.

The role holder will be a key resource supporting the pricing element of the launch of a new client platform. They will support across the Pricing Team to deliver the new platform successfully and on time. They will establish a broad knowledge of all departments, understanding our advisors and customers and the subsequent flow of work between departments to meet their needs. The role requires excellent analytical and data capabilities, organisation, problem-solving skills and attention to detail with a high level of rigour applied to their tasks.

This is a 6 month FTC.

Key Accountabilities:

• Collation of client and adviser pricing structures data and provision to third party in timely manner
• Reconciliation of charging structures and ratecards to figures expected
• Testing of charging structure outputs to ensure accuracy
• Reporting of test results and detailing of any issues
• Provision of data for client level communications
• Support Sales area on bespoke elements of charging structures that vary by advisor and clients [family linking]
• Support on individual client fee comparisons for testing and communication
• Reconciliation of charging ratecards post launch of new platform
• Support on any post-launch charging enquiries from clients and advisers
• Support on other ad-hoc projects including product rationalisation project
• Representing Pricing Team interests in working groups and forums as required
• Continuously role modelling Nucleus’ values, and inspiring others to do the same
• Responsible for managing their own delegated workload, they will have the opportunity to prioritise activity and make decisions to effectively manage events and issues to resolution.

Competencies:

• Excellent mathematical/numerical skills
• Strong analytical skills
• Good verbal and written communication skills
• High attention to detail and strong analytical skills
• Ability to manage and interpret large data-sets
• Strong organisation skills and capacity to multi- task
• Willingness to try new things and embrace change
• Resilient, with the ability to work independently and take the initiative
• Not afraid to speak up and provide valuable input and challenge

Knowledge and Experience:

• Good knowledge of Microsoft applications with advanced Excel skills
• Experience working in a data driven role
• Experience working in a pricing function would be advantageous but not necessary
• Experience working in a fast-paced project environment and knowledge of project management disciplines and best practice
• A broad background within financial services

Values and Behaviours:

• Positively demonstrate the Nucleus values and behaviours
• Ensure compliance with Code of Conduct at all times

A bit about you

• Your friends would probably describe you as the one who loves to work with data and understand what it means, seeing beyond the numbers and providing commercial insight.

A little about us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.

Are we a perfect match? Check out this video and find out!

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.