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
- Work Model: Hybrid
POSITION SUMMARY
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. You will 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. You 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
- Processing and peer reviewing project work.
- 75% utilization for self i.e doing client work. Revenue target of ~320k per annum
- Should know to read scheme proformas and work on first principles.
- 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.
- Constantly review processes to identify any opportunities/ideas for change and discuss these with your De-risking Manager.
- Actively work with other senior team members to develop and implement process improvements.
- 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
- Be 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.
- Lead on your assigned projects, ensuring that assigned project tasks are completed in line with timescales set out in the project plans or otherwise agreed with the client at the required level of quality. Escalate to your team manager if delivery dates are at risk.
- 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.
- Monitor team workloads and update Management Information reporting for the team.
- In the absence of the team manager lead on team huddles to discuss work plans and resource challenges.
- Oversee the team in the absence of the Team Manager.
Financials
- To accurately record own time spent, in accordance with standard procedures.
- To meet the assigned individual chargeable hours target.
- Own and monitor client project and task budgets for your projects.
- 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.
- Manage the billing cycle for assigned clients. Proactively monitor and mitigate against any risk that may lead to a write off or a non-profitable activity.
- Preparation and/or Peer Review of project engagement letters and non-reliance letters.
- Review of BPA documentation for clients about to transact.
- Prepare and/or Peer Review pricing for new projects or tasks for your team.
Client
- Agree appropriate requirements, deadlines and budgets with clients for assigned projects.
- 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.
- Performing For Success (PFS) support for junior members of the team.
- Carry out team training on targeted processes and procedures.
ESSENTIAL:
Proficient Computer Skills – in particular Microsoft office, word and excel
Strong drive to develop self and others
Numerate
Proficiency in leading a project based team
Ability to develop and implement processes and improvements
Proficient DB / DC pensions knowledge and experience
DESIRABLE:
Working towards the PMI qualifications (or equivalent)
Experience of relevant financial services, outsourcing or project management role.
Knowledge and skills (general and technical)
Report and Analyse
Provides feedback directly to a portfolio of schemes that is accurate, timely and relevant. Continuously measures the performance of their projects against the agreed targets and service levels, acting decisively to control any risks, ensuring the agreed timetable is adhered to. Works with others to increase their awareness of how their activities contribute to the wider success of the team.Working Together
Is able to build mutually collaborative relationships that are built on rapport, respect and trust, securing engagement from all stakeholders. Has the intuition to recognise the needs of others and respond to them appropriately to achieve success. Develops a personal network of contacts to turn to for help and support.Delivery
Expertly analyses and manages risk to remove any barriers or obstructions which might delay a project. Engages with colleagues effectively to implement an agreed plan to overcome any risks effectively. Takes responsibility for the success of their projects and uses initiative to achieve the required results.
Develops Self and Others
Ability and willingness to learn from their own experiences and recognises that we all have areas of development. Is open to and acts on the feedback given by others. Ensures their personal and professional capability is up to date through active engagement in the Performance for Success (PFS) framework. Coaches and trains junior members of the team and provides support to others under the PFS framework.
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.
