Transition Support Administrator (BPA)

Location: London, GB (can be located in the Bristol, Watford or London office)

Company: CLFIS Limited

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies.

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 transferring the portfolio to Canada Life and migrating the data to our systems.

Key Accountabilities

• Support a portfolio of pension risk transfer transactions transitioning from initial engagement to onboarding, working with Transition Consultants and Employee Benefits Consultants/Trustees throughout the process, managing the scheme through the full life cycle, facilitating quality business writing, using Bulk Annuities knowledge, and collaborating with Pricing, Legal, Finance and Operational Teams to ensure contracts are correctly administered and systems onboarded.
• Establish, develop and maintain strong relationships with Employee Benefits Consultants during schemes transition to Buy‑Out, conducting regular telephone calls and face‑to‑face external meetings with Trustees and Corporate Clients.
• Proactively enhance the process and support the administration of the scheme as it safely transitions to Buy‑Out, reviewing benefit specifications, reconciling payroll and ensuring benefits are paid in line with contractual obligations.
• Contribute to ensuring the business is managed end‑to‑end to exceed SLA and client expectations, developing relationships with Marketing, Sales Support, Compliance, Pricing, Aptia and Operations Teams to enhance the offering and sales process.
• Customer‑facing, including face‑to‑face meetings with internal and external stakeholders and senior leadership, preparing content and presenting at Trustee meetings alongside Legal, Finance, Actuarial, Sales and Marketing teams.
• Proactively seek proposition and process feedback from the market, assess changes that may be appropriate, and communicate recommendations and context to the administration manager and senior leadership to enhance our proposition in the de‑risking marketplace.

Desired Knowledge / Experience / Skills

• Demonstrates commitment to self‑development.
• PC literate.
• Able to develop good working relationships within team and with internal and external customers.
• Able to organise work under pressure and to tight deadlines.
• Good problem‑solving, analytical and financial skills, ability to understand high volumes of customer data and pension benefit calculations.
• Track record of building effective relationships in complex environments.
• Strong organisational and change management skills, attention to detail, ability to prioritise and work independently, managing a high volume of tasks and deadlines.
• Good knowledge of all products, processes and procedures within the team.
• Able to work on own initiative and to agreed targets by prioritising and planning.
• Able to assist between all teams as demand requires.

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.