Specialist - Pension Projects

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

To work as part of a team and lead on projects providing an accurate, reliable and high standard of data and de-risking solutions to Trustees, third parties and internal teams alike. To manage the client relationships for certain projects, acting as the client’s point of contact for guidance, billing and budgeting. You will report to the De-risking Manager. They will need to demonstrate an adaptable and innovative approach to problem solving, and the ability to build relationships based on honesty, respect and encouragement to achieve success.

Processes

• To ensure that all procedures are followed when undertaking work for Members, Trustees and Clients across all aspects of data processing.

• Quickly identify and analyse risks in pension scheme data, which may impact on effective project delivery. 

• Ensure Errors and omissions and complaints are handled in accordance with agreed procedures and within appropriate timescales, through liaison with the De-risking Manager and Professional Champion.

• Identify to the De-risking Manager any opportunities/ideas for change. 

• Be flexible and adaptable to the work demands

• Follow e-working protocol and keep the team task list up to date with progress and movement on your assigned tasks.

Performance

• Accountable for your contribution to the performance of the service delivery of your team and reporting progress on a regular basis.

• Be accountable for the standard and quality of own work.

• Perform pension calculations, data audits and data corrections, enter and review pensions data and respond to data queries enquiries to the required standard using excel worksheets and following process guidance material across a wide range of project tasks.

• Work with Project Managers, undertaking assigned project tasks in line with timescales set out in the project plans or otherwise agreed with the client at the required level of quality.

• Flag any issues around delivery dates as soon as possible with the Project Manager or your team leader.

• Undertake the accurate peer review of De-risking tasks and provide constructive feedback to drive improvement.

• Implement, manage and maintain risk based project plans aligned to team strategy and client expectations.

Financials

• To accurately record own time spent, in accordance with standard procedures.

• To meet the assigned individual chargeable hours target.

• Monitor and be accountable for client project and task budgets.

• Escalates any budget risks promptly with a clear explanation of the risks and recommended remedial action.

• Undertakes, delegates and reviews tasks as appropriate to ensure all projects are achieving the deadlines, budgets and quality standards. 

• Maintains accurate records to effectively manage the billing cycle for projects.  Proactively monitors and mitigates against any risk that may lead to a write off or a non-profitable activity.

• Preparation of project engagement letters and non-reliance letters.

Client

• Agree and own appropriate requirements, deadlines and budgets with all internal and external stakeholders for projects you are managing.

• Attend project review meetings and project kick off calls.

• Develop a flexible method of communication to support client reporting.

• Learn what is important to the client and how each task will contribute to the success of the wider project.

• Creates and maintains collaborative relationships with internal and external stakeholders that help achieve the project objectives.

People

• Actively support the team by sharing knowledge from your own experience to help colleagues consistently deliver client satisfaction.

• Act as a mentor and role model for the team, knowing when to support and challenge others to help create a high performing but fun working environment.

• Organise work, provide instruction and guidance to offshore teams as appropriate.

• Coach more junior members of the team on processes and procedures.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.