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Lead a specialist BPA data team managing end-to-end pension scheme data through transitions, ensuring data accuracy, reconciliation, benefit specification oversight, governance, regulatory compliance, stakeholder integration, third-party management, and driving automation and continuous improvement to support successful buy-in, buy-out and BAU handovers.

Lead and own the end-to-end transition and onboarding of Bulk Purchase Annuity (BPA) schemes to buy-out. Act as primary contact for trustees, administrators and outsourced partners, drive project plans, manage data cleanse activities, identify and mitigate risks, produce management information, prepare contractual and policy documents, and support development of the transition team.

Provide professional hybrid (phone/remote) financial advice on retirement and investment solutions, complete fact-finds, prepare suitability reports, retain and grow client assets, meet retail growth targets, develop referral networks, maintain Training & Competence standards and CPD, and contribute commercial ideas to generate revenue.

Lead and develop a team of up to 12 financial advisers delivering retirement and investment advice. Drive customer experience, regulatory compliance, training and competence, risk management, and cross-divisional relationships to meet commercial and KPI objectives.