Transition Relationship Manager

Just Group plc; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading retirement solutions firm in Greater London seeks a Client Relationship Transition Manager to oversee the successful transition of Defined Benefits schemes. The role requires strong relationship management with stakeholders and ensuring data validation during the transition process. Candidates should have experience in DB pensions, proficiency in Microsoft Excel, and project management skills. The position offers a competitive salary, hybrid working, and generous employee benefits.

Benefits

Competitive salary

Pension scheme

Life assurance

25 days annual leave

Private medical cover

Generous bonus scheme

Career progression opportunities

Free access to Headspace app

Qualifications

• Experience within the DB Pensions or DB De-risking Market.
• Experience of relationship management or project management.
• Proficient in Microsoft Excel.

Responsibilities

• Manage transitions from appointment to completion.
• Validate and check data during the transition process.
• Communicate progress to key stakeholders.

Skills

DB Pensions experience

Relationship management

Project management

Negotiation skills

Data analysis

Education

Project management qualifications (e.g. Prince 2, Agile, APM)

Tools

Microsoft Excel

Job description

Location : Reigate or London (hybrid - 50%)

Contract : Permanent

Hours: 35 hours

Purpose

We are currently recruiting for a Client Relationship Transition Manager to work in our Defined Benefits (DB) team. You will be responsible for smooth and successful transition and implementation of schemes that transact with us.

This role has been created to support the growth and ambition of our business; you would do this by:

• Working primarily with scheme administrators and will be responsible for a number of transitions at any one time, of varying sizes and complexity, ensuring that all parties involved in each project are aware of their responsibilities and deliver accordingly.
• Providing strong and consistent stakeholder management, setting clear and agreeable timescales and expectations with both internal & external stakeholders.
• Being responsible for the analysis and collation of accurate and validated data.
• Building strong relationships with clients such as EBCs, Trustees and Pensions Managers and support them with further de-risking opportunities by attending Trustee meetings, meeting with clients face to face and offering general support and training.
• Working alongside our current Transition Relationship Mangers and will be reporting into an energetic and lively team, where you will be required to occasionally travel (within the UK) to meet with clients and your colleagues.

About Just

We help people achieve a better later life. That’s our purpose and it’s the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do.

This is a brilliant time to join our business. We are on an exciting growth journey to become the UK’s most loved retirement expert.

Key responsibilities

Project manage all transactions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations and hold client to account to deliver data and other items on time.

Be responsible for obtaining, validating and checking data received during the data cleanse period to ensure smooth handover to the Implementation team.

Communicate progress, issues and next steps to key stakeholders involved in the transaction, such as trustees and administrators

Support the Senior Business Development Manager with management of clients, including discussing how we can support them throughout their de-risking journey, and attendance at Trustee board meetings (where appropriate)

Work with the DB Operations team to handle trustee queries during transition process, until schemes handed over to BAU, supporting the Implementation Managers with operational tasks such as payroll funding, member calculations and reinsurance reporting

What we’re looking for

Experienced within the DB Pensions or the DB De-risking Market, with knowledge of buy-ins and buy outs or general de-risking

Experience of relationship management and/or project management (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM)

Able to `Project Manage’ transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.

Proficient in Microsoft Excel; with the ability to analyse and check data accordingly and efficiently whilst explaining issues to clients in a clear and appropriate manner.

A strong negotiator, with good influencing skills, and the ability to handle conflicting priorities with internal and external stakeholders

Our behaviours

At Just you’ll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You’ll be part of a company with a strong and distinctive culture - we’re ambitious, curious and collaborative – and every decision we make centres around being Just and delivering the best outcomes for our customers.

What’s in it for you

A competitive salary, pension scheme and life assurance

25 days annual leave plus an additional day on us for your birthday

Private medical cover and income protection, just in case

A generous and highly achievable bonus scheme

Opportunities to progress your career in-role and within the company

Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders

A variety of employee funded benefits available via our online benefits portal

Plus, several additional purchase options available for you and your loved ones

Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just.

We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity.

Please submit your CV using the \'apply now’ button . Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment.