Client and Proposition Lead

Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. They play a key part in providing our clients and members with a market-leading service on Defined Benefits (DB), Defined Contribution (DC) and CARE pension arrangements.  

We currently have an exciting opportunity to join this department as a Client and Proposition Lead, within one of our four offices.

What will your role look like?

You will provide a high-quality service to clients by combining expert relationship management skills with a technical knowledge of pensions administration whilst developing new business opportunities with a proposition lead focus.

Though this is a varied role, your key tasks will include:

• Ensures overall TPA commercial relationship with clients is in line with profit and revenue projections, including for out-of-scope or non-standard work.
• Uses a solid understanding of the firm’s products and services to identify where service offerings to clients can be enhanced or introduced.
• Collaborates with colleagues to design services or projects and oversees their delivery with clear communication throughout.
• Ensures timely billing and recovery of fees maintaining a consistent focus on client profit margin.
• Collaborates with colleagues across the firm on shared client relationships and account development, pursuing commercial activities together for joint interests.
• Manages and develops client relationships for a portfolio of clients and manages the client’s expectations around service and project delivery.
• Initiates and assists in producing and managing client recovery plans when service falls outside agreed level.
• Uses contractual Service Delivery KPIs to identify actions for improvement and reports to client on progress. 
• In collaboration with colleagues, leads on the production of annual client development plans and budgets, ensuring adequate capacity and priority is available to do the work, and agreeing it with the client.
• Ensures regular internal meetings and communication about client plans, risks and opportunities. Responsible for agreeing and monitoring any agreed actions.
• Prepares for, attends and takes actions from client meetings with Senior Consultants as required.

To enjoy and succeed in this role, you will have:

• Extensive experience of day-to-day pension administration – ideally in DB, DC and CARE pension arrangements.
• A track record of managing Third Party Administration client relationships in a commercial landscape.
• Experience in scoping and costing Third Party Administration work. 
• Experience in project delivery, driving prioritised outcomes on time.
• An awareness of the market direction and a vision for Third Party Administration business.
• Strong interpersonal and communication skills demonstrated in the ability to work successfully with all levels of administrators, consultant and client. 
• The ability to thrive in a fast-paced environment, leveraging the changing landscape to our benefit and able to stay resilient in the face of challenges.
• Motivation to get the best out of others by building collaborative, consultative, hands-on relationships that are especially strong during periods of change.
• Manages sensitive conversations with diplomacy, inclusivity and a high level of emotional intelligence. 
• Shows curiosity and a growth mindset to continually develop skills and knowledge.
• Focussed on purposeful solutions, making pragmatic decisions including prioritisation.

In addition to a competitive salary and access to our profit share scheme, we offer:

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments.

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from all persons, which includes but isn’t limited to age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.  

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have.