Senior Transition Relationship Manager Job in Reigate and Banstead, Surrey

Senior Transition Relationship Manager Job in Reigate and Banstead, Surrey. Apply for the latest Reigate and Banstead, Surrey jobs in Accounting/Financial/Insurance.

Senior Transition Relationship Manager Job in Reigate and Banstead, Surrey

Job Description
Job Title: Senior Transition Relationship Manager

Location: Reigate – Hybrid working – 40% office-based

Full Time – 35 hours
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About Us

We're a specialist UK financial services group focusing on attractive segments of the UK retirement income market but guess what, we're not your traditional financial services company and we're not just looking for traditional financial services people.

We need agile operators, who can quickly find solutions and are committed to doing the right thing for our customers. To fulfill our purpose to help people achieve a better later life.

In 2021 we were named as one of the UK's 100 Best Large Companies to work for and accredited as a 2-star organization, representing outstanding levels of engagement. Alongside these we were also recognized as one of the Financial Services 30 Best Companies to Work For, London's 75 Best Large Companies to Work For, South East's 100 Best Companies to Work For, and Northern Ireland's 10 Best Companies to Work For. We're extremely proud to have achieved this against the backdrop of the pandemic and the many challenges it posed to our colleagues and customers.

Role Responsibilities

This role is responsible for project planning and managing scheme transitions from contract negotiations through to the end of data cleanse, including the collation and validation of accurate data providing the cornerstone of the transaction and implementation of the contract.

Agreeing process and timescales with the trustees and internal key stakeholders ensuring client commitments are met and issues are escalated accordingly, with excellent stakeholder management throughout the process.

Delivering consistent stakeholder management setting clear and agreeable timescales and expectations; the engagement experience and journey we deliver to our clients paves the way for future business opportunities

The role will involve working on several transactions at once and the transition manager is responsible for ensuring all parties involved in the initial transition activities are aware of their responsibilities.The role will also provide direction and support for the development of the Transition Consultant and Transition Support roles.

Examples of Key Activities

Project Manage all assigned transitions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations.
Oversee the completion of all regulatory checks and reviews associated with new transactions, including the recording of activity to ensure a robust audit trail.
Communicate and agree on operational tasks for all schemes in transition such as movement reporting and payroll funding with the client, agreeing on non-standard processes internally before implementing with clients.
Ensure understanding of final data and data queries, managing queries between Just and Client until finalized data schedule is agreed to a satisfactory level to be handed over to Implementation Team.
Oversee the completion and sign-off of scheme Statement of Accounts in line with agreed DB Governance matrix, updating finance on new transactions and/or premiums.
Work with Head of Implementation Services and Head of True up to understand the true-up calculation and Mercer set up requirements, ensuring clients are kept informed of progress and any delays or issues that affect them.
Support the development of the transition manager, transition consultant, and transition support roles, providing direction and training as required.Skills and Experience

Experienced within the Life and Pensions Industry, within DB Pensions or the DB De-risking Market, with knowledge of buy-ins and buyouts or general de-risking.
Proven experience in working with transitions within the larger end of the market.
Experience in relationship management and/or project management (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM).
Proven planning and organizational skills with the ability to plan scheme transitions and manage a diverse workload.
Able to work under pressure to achieve objectives within agreed timescales, without compromising accuracy and quality.
Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels.
Self-motivated with a high level of initiative/drive.
Proficient in Microsoft Excel; with the ability to analyze and check data accordingly and efficiently whilst explaining issues to clients clearly and appropriately.
Able to `Project Manage' transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.
Good understanding of the life and pensions industry is essential, in particular DB Pensions and the DB de-risking market.Working for us, you get your Just Rewards

A Competitive Salary, amazing Pension Scheme, and Life Assurance
Along with 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 – paid annually based on individual and company performance against targets
Opportunity to progress within your career both in-role and within the company
FREE access to the Headspace App, a 24/7 Employee Assistance Helpline, and Trained Physical & Mental Health First Aiders (On-Site)
A variety of Employee Funded Benefits available to you via our Online Benefits Portal
Plus several additional purchase options available for you and your loved ones

Job Type: Permanent, Full Time
Location: Reigate and Banstead, Surrey
Category: Accounting/Financial/Insurance
City: Reigate
County: Surrey
Country: United Kingdom
Salary:
Benefits: