The purpose of this role is to deliver client administration projects for existing pensions administration clients within the Speciality community. The successful candidate will play an essential role in leading high profile client projects from the sales phase through to completion and will typically act as the lead administration contact during the project delivery phase. They will ideally have a strong broad understanding of the various delivery streams across a pensions administration service and a strong background in final salary pensions administration or buy-ins and buy-outs. Money purchase knowledge is also an advantage. They will need to be able to co-ordinate and provide guidance across multiple workstreams and the ability to understand and explain complex issues.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
The Role
Responsible for new Speciality client projects, being the key point of contact for the client and attending regular project calls/meetings as required
Lead on the drafting of proformas for retirement and death calculations, including test packs and oversee the automation of these by the systems teams.
Create and maintain process notes to ensure they meet the client’s needs and Outsourcing standards
Work on ad hoc client chargeable projects as required
Identify and efficiently resolve issues, putting forward solutions which will enable projects to be effectively delivered in accordance with client requirements
Gain a good understanding of the Outsourcing administration business, service initiatives and project delivery impact on profitability
Good understanding of Scheme Events and ensures these are completed on time
The Requirements
Experience of dealing with occupational pension schemes including DC, DB and/or hybrid arrangements
Experience of pensions projects
Knowledge of occupational pension scheme buy ins and buy outs an advantage
Record of identifying opportunities for improvement with subsequent delivery
Previous experience in delivery of pensions administration services to clients and understanding of supporting processes and systems
Organised self-starter who takes responsibility for the delivery of the work allocated to them
Excellent communication skills and team player
Proficient in Word and Excel
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.
Equal Opportunity Employer