Job Description

The role is to deliver implementations of new pension scheme arrangements or make changes to existing pension scheme arrangements This could range from a onboarding a new scheme to delivering additional services for the end members as well as supporting the delivery of changes to the investment proposition or the funds held by pension scheme arrangements The role is responsible for the creation and maintenance of project plans and other governance deliverables, supporting regular meetings with the client and checking progress of the project(s) and workstreams The role will also be responsible for gathering updates from various internal teams and presenting to the clients/stakeholders The role focusses on the delivery of all Fidelity services including, but not limited to, Single Sign-on web integration, Payroll Deduction, Changes to investment strategies etc The role will liaise with the appropriate Fidelity departments to ensure services are delivered to the client in an agreed and timely manner eg Legal, Communications, Administration teams etc The role will identify any operational issues as they arise and make recommendations to Clients / Fidelity Management for any required changes They will be pro-active in determining any other needs or concerns of the client and Operations department and act on them accordingly Key Responsibilities Manage the appropriate change process inline with documented procedures: o Design the project plan and agree deliverables with the internal and external teams; monitor and update the project plan throughout the project lifecycle o Work with internal and external stakeholders to deliver change, solve problems and resolve issues o Assist clients and other key external and internal stakeholders in understanding the process and procedures o Build a strong professional rapport with clients and other key external and internal stakeholders and effectively manage all parties throughout projects o Consult with direct reporting Manager or appropriate parties on issues requiring additional attention or decision-making o Provide management, sales, client management and admin with timely, concise status reports, as well as meeting notes for all client meetings o Work with Technology to identify, analyse, sponsor, and install any necessary systems enhancements o Assist in determining additional support needed from in-house experts Support ongoing process improvement (updating procedures and plans; idea generation) Understand the full array of Fidelity products and services, specifically, but not restricted to the institutional arena Examples include services related to all aspects of the defined contribution pension schemes and Fidelity funds offered to such schemes Understand the market and its needs by keeping up with industry trends and developments in the market through regular client contact, reading trade press and additional research as required Provide input into the decision-making process to senior management when required Help in the sales process for new prospects and client calls, as appropriate Take-on additional responsibilities as required inline with business needs Experience and Qualifications Required Good education standard ideally Degree Self-starter, keen to take on responsibility and new projects Ideally Prince 2/Agile Practitioner Qualified Strong organisational skills, with knowledge of running projects using Microsoft Project an advantage Numerate and computer literate (especially Excel, also Word and PowerPoint) Able to demonstrate abilities and experience in duties and responsibilities mentioned above Ability to collaborate well with stakeholders across the business at all levels Ability to anticipate potential problems, plan for such events and problem solve Experience of client management, consulting and sales skills would be advantageous Good written and oral communication skills Strong presentation and interpersonal skills Strong desire and satisfaction for completing and finishing tasks; excellent attention to detail Due to the nature of the position, the role would suit someone who is able to manage their own time and a workload that can be heavy at times Experience in Defined Contributions/Final Salary operations administration & implementation preferred Knowledge of investment and retirement market; a good understanding Savings and Investment products like ISAs SIPPs and Pension Our Values Integrity - Doing the right thing, every time and putting the client first Trust - Empowering each other to take the initiative and make good decision Our Behaviours Brave - Challenge the status quo, be accountable and speak up Bold - Act with conviction, encourage diverse thinking and keep things simple Curious - Learn to do new things in better ways and encourage fresh thinking Compassionate - Have empathy, care for colleagues, clients and the community

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