Transition Relationship Manager - Defined Benefit Pensions

Location: London or Reigate hybrid (50%)

Contract: Full time – 35 hours

Purpose

Playing a critical role within our growing Defined Benefits (DB) team. As a Client Relationship Transition Manager, you will be responsible for the smooth and successful transition and implementation of schemes that transact with Just.

This is a brilliant time to join our business. We are on an exciting growth journey to become the UK’s most loved retirement expert.

This role has been created to support the growth and ambition of our business; you would do this by:

• Working primarily with scheme administrators and will be responsible for a number of transitions at any one time, of varying sizes and complexity, ensuring that all parties involved in each project are aware of their responsibilities and deliver accordingly.
• Providing strong and consistent stakeholder management, setting clear and agreeable timescales and expectations with both internal & external stakeholders.
• Being responsible for the analysis and collation of accurate and validated data.
• Building strong relationships with clients such as Employee Benefit Consultants (EBCs), Trustees and Pensions Managers and support them with further de-risking opportunities by attending Trustee meetings, meeting with clients face to face and offering general support and training.
• Working alongside our current Transition Relationship Mangers and will be working in an energetic and lively team, where you will be required to occasionally travel (within the UK) to meet with clients and your colleagues.

Who are Just?

We help people achieve a better later life. That’s our purpose and it’s the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do.

Key Responsibilities

• Project manage all transactions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations and hold client to account to deliver data and other items on time.
• Be responsible for obtaining, validating and checking data received during the data cleanse period to ensure smooth handover to the Implementation team.
• Communicate progress, issues and next steps to key stakeholders involved in the transaction, such as trustees and administrators
• Support the Senior Business Development Manager with management of clients, including discussing how we can support them throughout their de-risking journey, and attendance at Trustee board meetings (where appropriate)
• Work with the DB Operations team to handle trustee queries during transition process, until schemes handed over to BAU, supporting the Implementation Managers with operational tasks such as payroll funding, member calculations and reinsurance reporting

What we’re looking for

• Experienced within the DB Pensions or the DB De-risking Market, with knowledge of buy-ins and buy outs or general de-risking
• Experience of relationship management and/or project management (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM)
• Able to `Project Manage’ transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.
• Proficient in Microsoft Excel; with the ability to analyse and check data accordingly and efficiently whilst explaining issues to clients in a clear and appropriate manner.
• A strong negotiator, with good influencing skills, and the ability to handle conflicting priorities with internal and external stakeholders