At a Glance
- Tasks: Manage project transitions and ensure smooth data processes for pension schemes.
- Company: Dynamic pensions firm with a focus on client relationships and career growth.
- Benefits: Competitive salary, generous leave, private medical cover, and a bonus scheme.
- Other info: Hybrid work model with excellent support for mental health and career progression.
- Why this job: Kickstart your career in pensions while making a real impact on client experiences.
- Qualifications: Experience in relationship roles, preferably in Defined Benefit pensions.
The predicted salary is between 40000 - 50000 £ per year.
This role is responsible for project planning and managing scheme transitions from contract negotiations through to the end of data cleanse, including the collation and validation of accurate data providing the cornerstone of the transaction and implementation of the contact. Agreeing process and timescales with the trustees and internal key stakeholders ensuring client commitments are met and issues are escalated accordingly, with excellent stakeholder management throughout the process.
This role will concentrate on the smaller less complex transactions and provide the individual with the opportunity to begin their Client relationship and transition manager career path. Enabling the individual to deliver strong and consistent stakeholder management, setting clear and agreeable timescales and expectations.
The role will involve working on a number of small scale buy‑in transactions at once and will be responsible for ensuring all parties involved in the initial transition activities are aware of their responsibilities. They will also be called upon to support on larger transactions to support their development in role.
Key responsibilities- Project Manage all assigned transitions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations.
- Complete all regulatory checks and reviews associated with new transactions, recording the activity to ensure robust audit trail.
- Act as lead on data cleanse process for assigned projects agreeing project plans with internal and external stakeholders updating as required if any key deliverables change or are delayed.
- Drive through data cleanse processes to a satisfactory conclusion, ensuring key deliverable are completed in line with agreed timescales and coordinating completion of all activities until handover to Implementation Managers.
- Communicate and agree operational tasks for all schemes in transition such as movement reporting and payroll funding with client, agreeing non‑standard processes internally before implementing with clients.
- Ensure effective and complete stakeholder management through the transition process until the final premium is completed, communicated and settled, ensuring Trustees have the best customer experience at all times.
- Ensure understanding of final data and data queries, managing queries between Just and Client until finalised data schedule is agreed to a satisfactory level to be handed over to Implementation Team.
- Own completion and sign off of scheme Statement of Accounts in line with agreed DB Governance matrix, updating finance on new transactions and/or premiums.
- Work with Implementation Managers during Mercer set up keeping clients informed of progress and any delays or issues that affect them.
- Provide regular transition progress updates to Relationship & Transition Senior Manager and Director of Data and Transitions, ensuring delays and issues are flagged in a timely manner.
- Provide required support to and cover for other transition managers on leave, including oversight of other transitions and client activity.
- Experience of working in relationship role, preferably within a Defined Benefit (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 Employee Benefit Consultants (EBCs) and evidence of driving scheme transitions through to conclusion desirable.
- A competitive salary, pension scheme and life assurance.
- 25 days annual leave plus an additional day on us for your birthday.
- Private medical cover and income protection, just in case.
- A 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 and trained physical and mental health first aiders.
- A variety of employee funded benefits available via our online benefits portal.
- Plus, several additional purchase options available for you and your loved ones.
Pensions Transition Analyst in London employer: Just Group plc
Join a dynamic and supportive team as a Pensions Transition Analyst in London or Reigate, where we prioritise employee growth and well-being. With a competitive salary, generous leave, and a strong focus on career progression, our hybrid work culture fosters collaboration while allowing for flexibility. Enjoy unique benefits like private medical cover, a bonus scheme, and access to mental health resources, making us an excellent employer for those seeking meaningful and rewarding careers in the pensions industry.
StudySmarter Expert Advice🤫
We think this is how you could land Pensions Transition Analyst in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Just Group plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pensions Transition Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Just Group plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Just Group plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Just Group plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Just Group plc.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Just Group plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Just Group plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.