Pension Implementation/Client On-Boarding Associate

Posted 11 July by Dimensions Specialist Recruitment
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With the opportunity to split your week between working remotely and in the office when restrictions are lifted, we are working with a highly respected financial organisation, who are now seeking a Senior Pensions Data Implementation Associate to join their Retail Pensions department. Opportunities exist on a permanent basis.

This area of the business is primarily responsible for ensuring their new DC Pension Plans (e.g. Master Trust clients, offshore schemes, Group Personal Pension Plans & Section 32’s) are established to agreed timescales and also project manage ongoing corporate actions.

As one of the Senior Associates, you will be responsible for covering all data aspects of establishing/on-boarding new DC schemes within the business. This will include the initial review and analysis of data, including data relating to pension protections, undertaking a due diligence meeting with the client, data set up, transition of existing assets to the business and issuing of new joiner letters / member statements etc.

Additionally, you will also be responsible for supporting the Implementation Project Manager in delivering to the client, as well as identifying any operational issues as they arise and make recommendations to the Project Manager and Client for any required changes.

As someone who possesses some pensions knowledge (approximately 18 months), it is essential that you possess good Excel, strong numerical data analysis and some client communication skills.

This is an excellent opportunity for some with pensions experience who is looking to develop their experience and career away from the day-to-day administration side and move into more of a project-based environment.

Further information including details of the remuneration package that includes bonus potential and a non-contributory pension are available on application.

Required skills

  • Data Analysis
  • Pensions
  • Training
  • Working Remotely
  • Client On-Boarding

Reference: 42919621

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