Pension Technical Lead

Objective of the Role

One of our Financial Services Clients require a Pension Technical Lead to provide technical support and oversight to the administration teams responsible for delivering high levels of service to the business. Working closely with the Head of the Workplace Pension Trust, this role will provide senior level support including checking member and reconciliation cases, advice on complex administration queries and implementing process efficiencies

Key Responsibilities

The role holder will work with the Head of the Workplace Pension Trust to provide agile support to all administration teams across these key responsibilities:

• Ensure high levels of business as usual service delivery.
• Promote and embed process efficiencies.
• Support transparent and effective reporting.
• Assist team leaders with case checking and complex queries.
• Assist checking of reconciliation cases.
• Support administration aspects of transition project.
• Ensure clients receive regular and effective communication which is professional and delivered to the highest standards.
• Maintain and develop good business relationships with internal and external customers.
• Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.
• Escalate any problems, mistakes, backlogs, or issues immediately to the line manager.
• Report any breaches or complaints immediately to the line manager and to Compliance.
• Where risks are identified, ensure these are documented and reported to the line manager and compliance.
• Achieve and maintain competence as required by the Company’s Training and Competence Scheme.
• Provide support to the line manager to ensure the overall team objectives are met.

Knowledge

• Previous senior level DC pension administration experience.
• Understanding of/ experience in DC master trusts.
• Strong pensions knowledge to support compliance.
• Experience of team leading preferable.
• Strong general computer skills, comfortable with MS Office (especially Excel) and other system functionality.

Skills

• Good interpersonal and relationship management skills.
• Scheme and member-focused service with the ability to deal with a variety of people, building relationships and managing expectations.
• Good communication skills, with the ability to communicate with schemes, members, and colleagues in a positive way.
• A friendly and supportive team player.
• Team spirited, co-operating with and respecting colleagues.

Organisational Skills

• Good organisation skills and able to prioritise.
• Flexible and adaptable to changing priorities.
• Attention to detail.
• Excellent organisational skills to manage various tasks while achieving SLAs.

This role is a Contract, lasting until the end of 2025, maybe longer. It is also a hybrid role, working more days from home than in the office.