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 clients' lives while developing your career in a supportive environment.
- Qualifications: Experience in DB pensions or project management skills preferred.
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.
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.
Belonging at Just
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.
Application details
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.
Be Bold. Be Brilliant. Be Just.
Transition Relationship Manager in London employer: Just
Just is an exceptional employer that prioritises the well-being and development of its employees while making a meaningful impact on customers' lives. With a strong focus on diversity, collaboration, and continuous improvement, employees enjoy a supportive work culture, competitive benefits, and ample opportunities for career progression in the vibrant city of London. Join us to be part of a purpose-driven team that values innovation and strives to be the UK's most loved retirement expert.
StudySmarter Expert Advice🤫
We think this is how you could land Transition Relationship Manager in London
✨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 hunt for a Transition Relationship Manager role. You never know who might have the inside scoop on an opportunity 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 relationship management experience. We want to see that you can handle the heat!
✨Tip Number 3
Show off your data skills! Since this role involves a lot of data analysis, be prepared to talk about your proficiency with Excel and how you've used it to solve problems in previous roles. Bring examples to the table to really impress.
✨Tip Number 4
Don’t just apply anywhere; apply through our website! It’s the best way to ensure your application gets noticed. Plus, 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 in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Transition Relationship Manager role. Highlight your experience in DB pensions, project management, and relationship management to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients with their de-risking journey and how your background makes you the perfect candidate for our team.
Showcase Your Stakeholder Management Skills:In your application, give examples of how you've successfully managed relationships with stakeholders in the past. We want to see your ability to communicate effectively and set clear expectations!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Just
✨Know Your Stuff
Make sure you brush up on your knowledge of the Defined Benefits (DB) market, especially around buy-ins and buy-outs. Familiarise yourself with the key terms and concepts so you can speak confidently about them during the interview.
✨Showcase Your Project Management Skills
Be ready to discuss your experience in managing projects and relationships. Prepare examples that highlight your ability to handle multiple transitions and how you've successfully communicated with stakeholders in the past.
✨Demonstrate Strong Data Skills
Since you'll be dealing with data validation and analysis, practice explaining complex data issues in simple terms. Bring examples of how you've used Excel to solve problems or improve processes in previous roles.
✨Emphasise Relationship Building
This role is all about building strong relationships with clients and stakeholders. Think of specific instances where you've successfully managed client expectations or resolved conflicts, and be ready to share those stories.
