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For Companies At a Glance
- Tasks: Lead exciting projects in pension transitions and corporate actions while collaborating with diverse teams.
- Company: Join a leading financial services firm known for its inclusive culture and innovative solutions.
- Benefits: Enjoy a competitive salary, flexible working options, and opportunities for professional growth.
- Why this job: Make a real impact in the financial sector while developing your skills in a dynamic environment.
- Qualifications: Degree level education or relevant experience in pensions and project management.
- Other info: Be part of a supportive team that values diversity and encourages personal development.
The predicted salary is between 36000 - 60000 £ per year.
About the Opportunity
Job Type: Fixed Term Contractor
Contract duration: 11 months.
Application Deadline: 20 February 2026
Department: Global Transitions
Location: Kingswood
Level: 4
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About the UK Business
Fidelity’s UK Retail & DC business manages or administers £70bn of customers’ assets. The business supports the investment needs of more than one million UK customers across four channels: Personal Investing; Retail Funds; FundsNetwork and DC & Workplace. Already a leading provider in the mutual funds, advised platform, direct-to-consumer and DC pensions markets, the business has ambitious growth plans.
About Institutional Customer Services
The Institutional business accounts for almost 50% of FIL’s assets. Institutional Customer Services is where all client servicing, administration and general operations takes place supporting more than 800 Institutional clients from the UK, Europe, Middle East, Japan and Australasia.
About your team
The primary purpose of the Global Transitions team is to ensure that new Fidelity Trust & Contract Pension Plans e.g. Stakeholder and Group Personal Pension Plans are established to agreed timescales and also deal with relevant ongoing corporate actions.
About your role
The Global Transition Assistant Manager should ensure that Transitions & corporate action projects meet Fidelity quality, efficiency and product definitions. The Role is focused on providing support for a large project that Fidelity is currently going through to convert existing schemes already on our platform to Fidelity’s new default working lifestyle.
There will also be the opportunity to be involved with all aspects of establishing DC Schemes within Fidelity for both investment only and full service relationships, from initial review and analysis of the DC product sold, undertaking a due diligence meeting with the clients, Asset data collation, to ongoing asset re-engineering and support.
The Global Transition Assistant Manager is responsible for all Fidelity services being delivered to the client during the Transition and will co-ordinate with the appropriate Fidelity departments to ensure services are delivered to the client in an agreed and timely manner e.g. legal, communications, administration and presentations.
They will identify any operational issues as they arise and make recommendations to Clients / Fidelity Management for any required changes. They will also be pro-active in determining any other needs or concerns of the client and Operations department and act on them accordingly.
During the Transition or Corporate Action phase the Global Transition Assistant Manager will:
- Organise/Attend client/stakeholder meetings and update relevant documentation for the Project
- Establish and maintain a project file including a project plan
- Ensure client deliverables are identified and relevant funding strategies are designed
- Execute designed strategies using internal procedures to fund client accounts
- Liaise with all Fidelity departments, external market counterparties and fund providers when required
- Provide reports to senior management and external parties like Trustees, Investment Consultants as required
- Support and peer review other teams work as required
Additional
- Develop, monitor and update a strategy throughout the Transition and corporate action process.
- Assist client in understanding the project delivery process and Fidelity procedures.
- Interface with client and/or internal associates to solve problems and resolve outstanding issues relating to plan administration or any of Fidelity’s products and services.
- Consult with direct reporting Manager or appropriate parties on issues requiring additional attention or decision-making.
- Establish and follow detailed on-going procedures for the administration of the plan with all impacted areas (Client Management, FIL, Financial Operations, Administration, Pension Service Centre, Communications etc.)
- Communicate scheme design features to all impacted Fidelity areas.
- Interact with the appropriate members of Admin and Financial Operations to ensure that all proper controls are established.
- Initiate and participate in the process improvement initiative (new procedures and documenting procedures.)
- Provide management, sales, client management and admin with timely, concise status reports, as well as meeting notes for all client visits.
- Work with Systems to identify, analyse, sponsor, and install any needed systems enhancements.
- Understand the market and its needs by keeping up with industry trends and developments in the market through regular client contact, trade press, and industry conferences.
- Understand the full array of Fidelity products and services, specifically, but not restricted to the institutional arena.
- Provide input in the decision making process to senior management when required.
- Help in the sales process for new prospects and client calls, as appropriate.
- To have a good understanding of the FSA’s Treating Customers Fairly regime to ensure that each customer receives the highest level of customer service.
- Demonstrate strong presentation and interpersonal skills.
- To focus on any new key objectives that may be given by senior management.
About you
- Good education standard ideally Degree level, IMC qualification or proven advanced pensions industry experience
- Experience in Defined Contributions/Final Salary operations administration & Asset Transition
- Good level of Excel knowledge including data presentation
- Basic knowledge of pooled fund operations and fund accounting
- Self-starter, keen to take on responsibility and new projects
- Strong organisational skills, knowledge of running projects using Microsoft Project, PWB or equivalent Project Management tools an advantage
- Able to demonstrate abilities and experience in duties and responsibilities mentioned above
- Ability to work well with various internal Fidelity departments at all levels
- Ability to anticipate potential problems, plan for such events and problem solve
- Experience of client management, consulting and sales skills would be advantageous
- Good written and verbal communication skills
- Attention to detail
Transitions Assistant Manager - 12 Month Secondment in Kingswood employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transitions Assistant Manager - 12 Month Secondment in Kingswood
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for opportunities, especially for roles like the Transitions Assistant Manager. You never know who might have the inside scoop!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as a candidate who truly gets what they're about, especially in a diverse environment like Fidelity.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills in project management and client relations make you the perfect fit for the Global Transitions team. Keep it concise and engaging – think of it as your personal brand statement.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Transitions Assistant Manager - 12 Month Secondment in Kingswood
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Transitions Assistant Manager role. Highlight your relevant experience in defined contributions and project management, as this will show us you understand what we're looking for.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that align with the responsibilities mentioned in the job description. This helps us see how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and why you’re a great fit for the role.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it’s super easy!
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Make sure you understand the ins and outs of defined contributions and asset transitions. Brush up on Fidelity's services and how they relate to the role. Being able to discuss specific projects or initiatives will show your genuine interest and expertise.
✨Showcase Your Organisational Skills
Since this role involves managing multiple projects, be ready to demonstrate your organisational skills. Bring examples of how you've successfully managed projects in the past, perhaps using tools like Microsoft Project. This will highlight your ability to keep everything on track.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare to discuss how you would handle client meetings, address concerns, and ensure smooth transitions. This will show that you're proactive and ready to tackle challenges head-on.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, upcoming projects, or how success is measured in this role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.