Governance Specialist

6 months ago

Belfast, United Kingdom Spence & Partners Limited Full time

**About Us**:

- 3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.**The 3173 Culture**
- Our primary aim is to provide interesting, worthwhile and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors.- We are defined by our ethos and by our goal:
Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work.- We look after our staff first and foremost, but for a commercial purpose, which is to deliver great service profitably. By focusing on our goal, we provide the best outcomes for pension scheme members, trustees, and employers.**About You**:

- You are a professional within the pensions industry who has already acquired a good knowledge and understanding of workplace pensions and is looking for a role that provides a level of autonomy and responsibility. You will be familiar with the full range of pension scheme documentation and, combined with an awareness of the regulations relating to occupational pensions, will be able to effectively review and summarise information from within that documentation. You will also be able to identify where documentation may be impacted by Acts, Regulations, Codes of Practice and Regulatory Guidance. You will be methodical, enthusiastic about excellent client service, highly organised, proactive and have a keen attention to detail.With your excellent communication skills, both written and verbal, you can build successful internal and external relationships and effectively communicate and key information internally and externally, including any actions that need to be taken by relevant stakeholders (colleagues, trustees and employers). You are process driven and have the enthusiasm to effectively support operational excellence and revenue generation opportunities across our group of companies.Although supported by our Head of Technical, Research and Policy, you canwork effectively both on your own initiative and as part of a wider team, ensuring tasks are completed to a high standard within agreed timescales and budgets.

Importantly, you are focussed on achieving the desired outcomes for people, our clients, the function, and the business.

**Responsibilities & Criteria**:

- We are seeking a Governance (Client Onboarding) Specialist for a role that combines client installation and pension scheme management and operation from take-on to client exit.For the client installation element of the role, you will provide support in the transition process for onboarding new clients within our group of companies. The clients to be transitioned will be across all our group companies and include Trustee and Corporate advisory, Trusteeship and our Pension Protection Fund clients.You will be responsible for the management of the transition of scheme documentation and non-member information and ensuring that information is provided to key internal stakeholders such as the wider Installations Team, ongoing client team and Finance. The role is of key importance in ensuring the effective onboarding of new clients and supporting the ongoing governance of our pension scheme clients.

You will also work closely with our ongoing client facing, Service Delivery and Support teams, as well as liaising with previous scheme providers, to ensure a seamless transition from sales to operations.

The governance element of the role will entail working with our Head of Technical, Research and Policy, who is responsible for keeping the business and its clients up to date with developments in pensions law and practice.

You will help ensure that schemes affected by changes in pensions law and practice are identified and, working with Client Managers, that relevant activities are undertaken by trustees, employers and other parties.

This role will be vital in ensuring an end-to-end process for knowledge management within the business, from monitoring changes affecting our industry to implementing these changes at a scheme level, by supporting our trustees and consultants with information, materials and pricing for the work that needs to be undertaken.

The role will also extend to ensuring that, where we no longer deal with a scheme, there is an orderly client exit. You will work w

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