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
The Role
You will manage the de-risking client relationships for high profile or escalated client projects, supporting the client director and acting as the central point of contact for guidance, billing analysis and budgeting.
You will work with the client director to prepare costings for new or pipeline project work across the De-risking teams. You will report to the De-risking Operational Director. 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.
This role is a hybrid position where you will work from any Aptia office as well as from your home address.
What you'll be doing
Assess and manage flagged 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 Professional Champion. Handle first level escalations for assigned schemes and then further escalate as appropriate to the De-risking Operational Director.
Constantly review processes to identify any opportunities/ideas for change and discuss these with your De-risking Operational Director.
Assess any budget risks and escalate promptly as appropriate with a clear explanation of the risks and proposed remedial action.
Manage the billing cycle for assigned clients and reports to the client director for them to invoice. Proactively monitor and mitigate against any risk that may lead to a write off or a non-profitable activity.
Lead on high profile and escalated 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.
Agree appropriate requirements, deadlines and budgets with client directors for assigned projects.
Attend project review meetings and project kick off calls, where required.
Develop a flexible method of communication to support client reporting.
Here's what we're looking for
Strong DB/DC pensions knowledge and experience.
Relevant experience in leading client projects
Ability to develop and implement processes and improvements
Advanced process awareness
Ability to solve problems
Analytical aptitude
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.
