About the Role
This role is responsible for project planning and managing scheme transitions from contract negotiations through to the end of data cleanse. It focuses on smaller, less complex transactions, offering an opportunity to start a career in client relationship and transition management. The role involves delivering strong stakeholder management and setting clear timescales.
Responsibilities
- Project manage all assigned transitions from exclusive appointment, ensuring timely completion of all tasks.
- Complete all regulatory checks and reviews associated with new transactions.
- Act as lead on data cleanse process for assigned projects, agreeing project plans with stakeholders.
- Drive through data cleanse processes to a satisfactory conclusion, coordinating completion of all activities until handover to Implementation Managers.
- Communicate and agree operational tasks for all schemes in transition with clients.
- Ensure effective and complete stakeholder management through the transition process until the final premium is completed.
- Ensure understanding of final data and data queries, managing queries between Just and Client until finalised data schedule is agreed.
- Own completion and sign off of scheme Statement of Accounts in line with agreed DB Governance matrix.
- Work with Implementation Managers during Mercer set up keeping clients informed of progress and any delays or issues.
- Provide regular transition progress updates to Relationship & Transition Senior Manager and Director of Data and Transitions.
- Provide required support to and cover for other transition managers on leave.
Requirements
- Experience of working in a relationship role, preferably within a DB Pensions area is desirable.
- Experience working in the Pensions Industry for a similar organisation.
- Previous experience of working for a DB Pensions De Risking company desirable.
- Experience of working with both Trustees and EBCs and evidence of driving scheme transitions through to conclusion desirable.
Location
- London
- Reigate
Work Type
- Permanent
- 35 hours
Education Level
- Professional qualifications such as PMI or equivalent experience
Benefits
- Competitive salary
- Pension scheme
- Life assurance
- 25 days annual leave plus an additional day on us for your birthday
- Private medical cover
- Income protection
- Generous and highly achievable bonus scheme
- Opportunities to progress your career in-role and within the company
- Free access to the Headspace app
- 24/7 employee assistance helpline
- Trained physical and mental health first aiders
- Variety of employee funded benefits available via our online benefits portal
- Several additional purchase options available for you and your loved ones
About the Company
- We help people achieve a better later life.
- We are a fast-growing company helping customers enjoy the retirement they deserve.
- We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do.
- We are on an exciting growth journey to become the UK’s most loved retirement expert.
Equal Opportunity
- Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making.
- Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just.
- We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity.
