Location
Can be located in the Bristol, Watford or London office.
Job Purpose
The role holder will support a pipeline of schemes transitioning to Buy‑Out, engaging with potential prospects via Employee Benefits Consultants, supporting Transition Consultants in transferring portfolios and migrating data to our systems.
Responsibilities
- Support pension risk transfer transactions from initial engagement to onboarding, working with transition consultants and Employee Benefits Consultants/Trustees across the full lifecycle.
- Write business documentation to meet standards within agreed SLAs and expectations of corporate clients.
- Collaborate with Pricing, Legal, Finance and Operational teams to ensure contracts are administered correctly and portfolios are onboarded into Aptia systems.
- Maintain relationships with Employee Benefit Consultants and external parties to drive smooth transition and gather market feedback.
- Reconcile payroll and ensure benefits are paid in line with contractual obligations.
- Manage end‑to‑end process to exceed SLA and client expectations, coordinating with Marketing, Sales Support, Compliance, Pricing, Aptia and Operations teams.
- Lead face‑to‑face meetings with internal and external stakeholders, including senior leadership and trustee committees.
- Proactively seek market feedback, assess changes, and communicate recommendations to senior management to enhance the proposition.
Qualifications
- Commitment to self‑development.
- PC literate.
- Ability to build good working relationships within team and with internal and external customers.
- Ability to organise work under pressure and meet tight deadlines.
- Strong problem‑solving, analytical and financial skills, with the ability to handle large volumes of customer data and pension benefit calculations.
- Track record of building effective relationships in complex environments.
- Strong organisational and change‑management skills and attention to detail with demonstrated ability to prioritise and work independently.
- Good knowledge of all products, processes and procedures within the team.
- Self‑initiative and ability to work toward agreed targets by prioritising and planning.
- Ability to assist between all teams as demand requires.
Benefits
- Competitive salary and comprehensive reward package.
- Generous pension and bonus scheme.
- Income protection, private medical insurance and life assurance.
- Personal and professional development opportunities.
#J-18808-Ljbffr…
