Senior Occupational Pension Scheme Lead

21 hours ago


Bristol, Bristol, United Kingdom Gallagher Benefit Services Full time

About Gallagher Benefit Services

We are a leading provider of benefits services, helping clients build environments where employees thrive. Our team is dedicated to delivering outstanding service to clients and members.

Job Overview

We are seeking an experienced Senior Occupational Pension Scheme Lead to join our team. As a key member of our team, you will be responsible for leading project work for occupational pension schemes, ensuring service delivery to a high standard and within agreed deadlines.

Key Responsibilities

  • Lead project tasks in line with internal processes, company policies, and project criteria.
  • Review and check non-standard correspondence and reports.
  • Analyse and interpret scheme rules and actuarial instructions.
  • Effectively handle errors and complaints, following the agreed process.
  • Supervise, train, coach, and mentor staff.
  • Provide support to team members and assist the Portfolio Team Leader.
  • Attend trustee and client meetings as required.
  • Assist client account managers with vital documentation.
  • Ensure client work is processed accurately and on time, meeting agreed deadlines.
  • Prioritise workloads to ensure Service Level Agreements are maintained.
  • Manage non-standard client and member queries.
  • Identify opportunities for process improvements and support senior staff with implementation.

About You

To succeed in this role, you will require:

  • A minimum of 5 years' experience in occupational pension scheme administration, including team management and mentoring.
  • At least 3 years' experience as a Senior Project Analyst. Experience in pensions project work or bulk exercises is desirable but not crucial.
  • CPC or PMI qualification (or working towards) is desirable but not crucial.
  • A logical approach to problem-solving with attention to detail.
  • Ability to perform and check sophisticated manual calculations and explain them in straightforward terms.
  • Excellent written and verbal communication skills, with the ability to engage expertly via letter, email, and telephone. Confidence in providing feedback and liaising with clients.
  • A strong dedication to delivering outstanding service to clients, members, and management.
  • Self-motivated, capable of working independently, and willing to nurture change and efficiency.
  • Proficiency in Microsoft Office and pension administration systems.
  • Act as a mentor to direct reports, providing positive reinforcement and motivation.
  • Hold quarterly review meetings with direct reports and ensure performance is detailed.
  • Comply with all corporate policies and procedures, ensuring awareness of current regulatory and legal obligations.
  • Report any suspected breaches to the Portfolio Team Leader immediately.

Salary and Benefits

The salary for this role is £60,000 - £80,000 per annum, depending on experience. In addition to a competitive salary, we offer a wide range of benefits, including:

  • Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days.
  • Defined contribution pension scheme, which Gallagher will also contribute to.
  • Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x.
  • Income protection, we'll cover up to 50% of your annual income, with options to top up.
  • Health cash plan or Private medical insurance.

We value inclusion and diversity at Gallagher Benefit Services. We believe that every candidate brings something special to the table and encourage applicants from diverse backgrounds to apply.



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