Pensions Project Consultant

Management Level

G

Business Division: Retirement Solutions

Business Function / Department: Data Services

Job Title: Project Consultant

Reporting to (Job Title): Lead Project Consultant

Date: 01/05/2024

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

Project Consultants are at the core of the technical pensions project work which Data Services carry out. We are a small highly experienced team within the Retirement Solutions business area. Our Project Consultants carry out a wide variety of pension related tasks, often our work involves rectifying data which is incorrect or requires amending due to legislation or court cases. Much of our work has been in connection with either the Barber ruling, the Lloyds case or the McCloud ruling. Project Consultants assist with developing bespoke solutions to issues to be addressed by the project and will assist with identifying cohorts and process many of the cases identified.

• Pension rectification project work – often complex and / or technical
• Identify gaps in processes and suggest solutions
• Be able to innovate to improve unit times or accuracy either by new solutions or building on existing solutions
• Perform project management roles including designing and maintaining project plans and risk logs and interacting with external clients
• Performance management
• Completing quotes, claims and servicing and discontinuance work
• Demonstrate commercial awareness including ability to record chargeable time professionally and prudently on individual contracts
• Prioritising and organising own workload to ensure that deadlines are met and standards of delivery maintained including indicating when new work or assistance is required
• Provide ongoing training and coaching to colleagues
• Provide support to Project Leads / Project team / Managers

Core Duties/Responsibilities

• Pension rectification project work – often complex and / or technical
• Identify gaps in processes and suggest solutions
• Be able to innovate to improve unit times or accuracy either by new solutions or building on existing solutions
• Demonstrate commercial awareness including ability to record chargeable time professionally and prudently on individual contracts
• Prioritising and organising own workload to ensure that deadlines are met and standards of delivery maintained including indicating when new work or assistance is required
• Provide ongoing training and coaching to colleagues
• Provide support to Project Leads / Project team / Managers

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviours:

• Broad based Defined Benefit pension experience and knowledge
• Strong analytical and problem solving skills
• Able to multi task – able to work under pressure and under own initiative
• Self motivated and ability to encourage others
• Well developed systems proficiency, particularly in Excel and Word including mail merge, basic Access proficiency would be an advantage
• Ability to handle and analyse complex and high volumes of data
• Must be flexible and proactive
• Able to work to laid down processes and procedures

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We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.