Just Group plc is a UK financial services group focused on retirement income. Its work spans medically underwritten defined benefit de-risking, equity release, care plans and protection, bringing together financial expertise to address the needs people may face in later life.
Senior Transition Relationship Manager, Streamlined Services
Manage pension scheme transitions, data cleansing and stakeholder delivery for Just Group’s life and pensions business. Support streamlined services and defined benefit de-risking transactions.
Tavsif
- Plan and oversee pension scheme transitions through data cleansing and completion
- Gather and validate scheme data
- Agree processes and timelines with trustees and internal stakeholders
- Meet client commitments and escalate issues when needed
- Manage stakeholder relationships and the client experience throughout each transition
- Coordinate multiple core and streamlined service transactions at the same time
- Clarify responsibilities for everyone involved in initial transition activities
- Guide, train and support Transition Support and Analyst colleagues
- Help the Streamlined Service Manager build transition capability and improve processes
- Project manage assigned transitions from exclusive appointment, or earlier where needed
- Lead data cleansing and agree project plans with internal and external stakeholders
- Coordinate deliverables through handover to the Data & Onboarding team or Buyout Managers
- Agree operational tasks for streamlined schemes, including movement reporting and payroll funding
- Manage final data and queries, and secure agreement on the final data schedule
- Work with the Post Transaction Service Manager and Head of True Up on true-up calculations and third-party administrator setup requirements
- Share regular progress updates and escalate delays and issues promptly
- Cover colleagues during leave, overseeing their transitions and client activity
Talablar
- Bring strong planning and organisational skills to scheme transitions and a varied workload
- Work under pressure to meet agreed objectives and timelines while maintaining accuracy and quality
- Communicate clearly in writing and verbally, with strong interpersonal skills
- Show initiative, self-motivation and drive
- Use Microsoft Excel confidently to analyse and check data efficiently
- Apply strong negotiation and influencing skills
- Project manage transactions through completion in partnership with Scheme Trustees and EBCs
- Understand the life and pensions sector, particularly defined benefit pensions and de-risking
- Analyse problems effectively and find resolutions
- Have essential experience in the pensions industry at a similar organisation
- Bring life and pensions experience, preferably in defined benefit pensions or the defined benefit de-risking market
- Knowledge of buy-ins, buy-outs or broader de-risking is desirable
- Have experience in relationship management, project management, or both
- Project management credentials such as PRINCE2, Agile or APM are desirable
- Professional qualifications in PMI or project management, or equivalent experience, are desirable
Imtiyozlar
- Competitive salary
- Pension scheme
- Life assurance
- 25 days of annual leave plus an extra day for your birthday
- Private medical cover
- Income protection
- Generous bonus scheme with achievable targets
- Opportunities to develop your career in the role and across the company
- Free access to the Headspace app
- 24/7 employee assistance helpline
- Access to trained physical and mental health first aiders
- Employee-funded benefits through an online portal
- Additional purchase options for employees and their loved ones