UK Valuation - GB Retirement - SME
UK Valuation - GB Retirement - SME
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Job Description
Principal Duties/Responsibilities
Complex data manipulation
Calculating and valuing the benefits of individual members
Pension scheme valuations
Accounting disclosures
Cross-departmental projects.
Partner with the Team Leader on managing projects training and supervision of junior associates
Successfully manage own workload while proactively resolving conflicting priorities or other workload issues within the team.
Develop a trusted advisor relationship with service center and onshore client teams through effective communication and efficient quality execution of projects.
Manage expectations and raise appropriate issues to internal and consulting office project managers.
Contribute to the development of new tools and approaches
Contribute to profitability by completing budget spreadsheets monitoring own time spent on project seeking ways to enhance efficiency and maintaining accurate time records
Identify opportunities to enhance quality and/or improve processes to reduce costs
Meet production hours as expected by the business
Manage projects and leverage resources to produce quality deliverables on time and within budget
Serve as a mentor and provide technical guidance to junior associates.
Additional Responsibility
Responsibility of building the technical competence of the team pro-actively supporting team members learning and career development
Primary point of contact for the team with GB based colleagues who support workflow management responding to all requests and communications effectively and efficiently.
Providing input to continuous improvement and process confirmation processes.
Training & Required Qualifications Skills Knowledge Experience
Training:
- You will participate in a structured development programme where you will be provided with on-the-job training consisting of a mix of classroom sessions eLearning webinars recorded videos self-study and reading. Upon successful completion of the programme there is potential to progress into specialist or technical roles.
Experience:
- 2 years of experience in performing and checking core UK retirement work in a client-service oriented environment with large corporate defined benefit plans
- Must have experience with funding valuations accounting expense valuations or manual calculations
- Experience in checking and providing development feedback to analysts
Skills:
- Good verbal and written communication skills
- Ownership & Accountability
- Learning Agility
- Client focus
- Strong analytical and interpretational skills including ability to draw conclusions and identify trends from data in a logical systematic way
- Advanced Microsoft Office skills particularly in Excel
- Adept at successfully managing multiple projects within specified guidelines
- Strong leadership qualities
- Ability to prioritize and organize tasks accomplish within stipulated timelines
- Strong rapport with stakeholders and client teams
Knowledge:
- In-depth knowledge of Retirement
- Good knowledge of valuation tools and systems
Qualifications
Qualifications:
- Graduation / Post Graduation Degree required in a program with heavy emphasis on mathematics statistics or economics
Employment Type
Full-Time
