Senior Pension Transitions Consultant

We are recruiting for a Senior Transitions Consultant to join our Award Winning Pension Risk Transfer Business.

What you’ll be doing:

• Developing and delivering scheme-specific transition plans, including documentation, governance structures, and controls to ensure efficient and timely onboarding for Trustees, advisers, and internal stakeholders.
• Analysing scheme benefits and data to support the drafting of legal agreements, ensuring benefits can be accurately administered by Client Services teams.
• Conducting first‑line peer reviews to ensure benefit specifications and data are accurate, enabling correct customer benefit payments and scheme funding.
• Taking end‑to‑end ownership of allocated schemes, monitoring progress, managing reviews, and responding promptly and appropriately to customer and stakeholder communications.
• Supporting new business origination and Transition Managers by advising on administration capabilities and attending site visits to assess data quality prior to transactions.
• Ensuring clear and timely communication with a complete audit trail across all benefit and data items throughout the onboarding lifecycle.
• Contributing to continuous improvement within PRT Client Services by producing relevant management information (MI) and sharing insights.
• Ensuring customers receive tailored, understandable communications that enable fair outcomes and appropriate action.

Who we’re looking for:

• Pensions qualification such as CII, PMI, or demonstrable equivalent experience.
• An in‑depth knowledge of DB pension regulations, including schemes undergoing de‑risking (essential).
• Demonstrable understanding of Defined Benefit scheme structures and administration (essential).
• Ability to manage tight deadlines and prioritise workload effectively.
• Ability to deliver a timely and accurate service, with a strong focus on getting things right the first time.
• Strong risk awareness, including the ability to proactively identify and mitigate risks to the team and business.
• Excellent organisational and project management skills, with hands‑on project experience being highly advantageous.
• A clear and professional communication style that can be tailored to both internal and external stakeholders; including policyholders, members, regulators, third parties, and colleagues.

Benefits we offer:

• The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes.
• Generous pension contribution.
• Life assurance.
• Healthcare plan.
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There is also the option to buy and sell holiday.
• Competitive family leave.
• Participation in our electric car scheme, offering employees the option to hire a brand‑new electric car through tax‑efficient salary sacrifice.
• Discounts on our own products and at a range of high‑street stores and online.
• Net‑zero carbon workplace initiatives by 2030 across modern UK offices.

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