Transition Relationship Manager in London

Transition Relationship Manager in London

London Full-Time 50000 - 60000 £ / year (est.) Hybrid
J

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.

J

Contact Details:

Just Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Transition Relationship Manager 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. 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 Transition Relationship Manager in London

Client Relationship Management
Project Management
Stakeholder Management
Data Analysis
Communication Skills
Negotiation Skills
Microsoft Excel Proficiency

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.

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'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

✨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.

✨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 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 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.