At a Glance
- Tasks: Manage client transitions and ensure smooth implementation of pension schemes.
- Company: Join a fast-growing company dedicated to helping people enjoy their retirement.
- Benefits: Competitive salary, 25 days leave, private medical cover, and career progression opportunities.
- Other info: Be part of a diverse team that values innovation and collaboration.
- Why this job: Make a real impact in the pensions industry while developing your career.
- Qualifications: Experience in DB pensions or project management; strong Excel skills required.
The predicted salary is between 50000 - 60000 £ per year.
Location: Reigate or London (hybrid - 50%)
Contract: Permanent
Hours: 35 hours
Purpose
We are currently recruiting for a Client Relationship Transition Manager to work in our Defined Benefits (DB) team. You will be responsible for smooth and successful transition and implementation of schemes that transact with us. This role has been created to support the growth and ambition of our business; you would do this by:
- Working primarily with scheme administrators and will be responsible for a number of transitions at any one time, of varying sizes and complexity, ensuring that all parties involved in each project are aware of their responsibilities and deliver accordingly.
- Providing strong and consistent stakeholder management, setting clear and agreeable timescales and expectations with both internal & external stakeholders.
- Being responsible for the analysis and collation of accurate and validated data.
- Building strong relationships with clients such as EBCs, Trustees and Pensions Managers and support them with further de-risking opportunities by attending Trustee meetings, meeting with clients face to face and offering general support and training.
- Working alongside our current Transition Relationship Managers and will be reporting into an energetic and lively team, where you will be required to occasionally travel (within the UK) to meet with clients and your colleagues.
About Just
We help people achieve a better later life. That’s our purpose and it’s the reason we exist. 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. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK’s most loved retirement expert.
Key responsibilities
- Project manage all transactions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations and hold client to account to deliver data and other items on time.
- Be responsible for obtaining, validating and checking data received during the data cleanse period to ensure smooth handover to the Implementation team.
- Communicate progress, issues and next steps to key stakeholders involved in the transaction, such as trustees and administrators.
- Support the Senior Business Development Manager with management of clients, including discussing how we can support them throughout their de-risking journey, and attendance at Trustee board meetings (where appropriate).
- Work with the DB Operations team to handle trustee queries during transition process, until schemes handed over to BAU, supporting the Implementation Managers with operational tasks such as payroll funding, member calculations and reinsurance reporting.
What we’re looking for
- Experienced within the DB Pensions or the DB De-risking Market, with knowledge of buy-ins and buy outs or general de-risking.
- Experience of relationship management and/or project management (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM).
- Able to Project Manage transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.
- Proficient in Microsoft Excel; with the ability to analyse and check data accordingly and efficiently whilst explaining issues to clients in a clear and appropriate manner.
- A strong negotiator, with good influencing skills, and the ability to handle conflicting priorities with internal and external stakeholders.
Our behaviours
At Just you’ll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You’ll be part of a company with a strong and distinctive culture - we’re ambitious, curious and collaborative – and every decision we make centres around being Just and delivering the best outcomes for our customers.
What’s in it for you
- 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.
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.
Please submit your CV using the apply now button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment.
Transition Relationship Manager employer: Just IT Recruitment
Just is an exceptional employer, offering a vibrant work culture that prioritises employee growth and well-being. With a competitive salary, generous benefits including private medical cover and a strong focus on diversity and inclusion, employees are empowered to thrive in their roles while making a meaningful impact on the lives of customers. Located in Reigate or London, this hybrid role allows for flexibility and collaboration within a dynamic team dedicated to becoming the UK's most loved retirement expert.
StudySmarter Expert Advice🤫
We think this is how you could land Transition Relationship Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the DB pensions space and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your project management skills. Be ready to discuss how you've successfully managed transitions in the past, and don’t forget to highlight your stakeholder management experience!
✨Tip Number 3
Show off your analytical skills! Be prepared to talk about how you’ve handled data validation and analysis in previous roles. Use specific examples to demonstrate your proficiency with Excel and how it’s helped you in managing projects.
✨Tip Number 4
Don’t just apply anywhere; head over to our website and submit your application directly! We love seeing candidates who are genuinely interested in joining our mission to help people achieve a better later life.
We think you need these skills to ace Transition Relationship Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Transition Relationship Manager. Highlight your experience in DB pensions and project management, and don’t forget to mention any relevant qualifications like Prince 2 or Agile.
Showcase Your Stakeholder Skills:Since this role involves a lot of relationship management, be sure to include examples of how you've successfully managed stakeholders in the past. We want to see your strong negotiation and influencing skills in action!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and structure your thoughts logically. This will show us that you can communicate effectively, which is key for this position.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Just!
How to prepare for a job interview at Just IT Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Defined Benefits and de-risking strategies. Familiarise yourself with the key terms and concepts, as well as any recent trends in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Project Management Skills
Prepare to discuss your experience in managing projects, especially in relation to transitions. Think of specific examples where you've successfully led a project, managed stakeholders, or navigated complex situations. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Build Rapport with Interviewers
Since relationship management is key for this role, practice building rapport during your interview. Be personable, listen actively, and engage with your interviewers. Show them that you can connect with clients and stakeholders just as easily as you can with them.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This could be about the team dynamics, the company's growth plans, or how they measure success in the role. It shows that you're proactive and genuinely interested in how you can contribute to their goals.
