Team Leader - Data Journey Projects

This role is in the busy and dynamic Data Journey team which is a joint venture between our Third Party Administration, Insights & Analytics, and Actuarial Private business units.

The Team Leader leads a team that are focussed on delivering Data Journey projects. The team will be involved in de-risking activities, data analysis, benefit rectification, GMPe calculations and associated data cleanse activity.

The Team Leader is primarily responsible for effective work planning and delivery by the team. They will be key to communication within the team and with stakeholders, making decisions on next steps for client projects and recommending fees and timescales for this work.,

• Ensures a professional and friendly service is provided by the team, and that the agreed scope, timescale and quality is delivered to clients.


• Allocates work to team members and ensures this is delivered according to the correct process and service standards.


• Manages capacity on a day-to-day basis, prioritising work as needed.


• Prepares and presents project updates to clients & trustees as needed.


• Responsible for preparation of fee and timescale estimates for work.


• Main point of contact for Client Managers, Administration Managers and Project Leads for the activity of the team.


• Ensures all work on a project is chargeable and goes to the right code.


• Gathers and reports feedback from members and clients to the Administration Manager.


• Produces MI on behalf of the team and manages the risk log.


• Actively manages the development of direct reports, assisting with their career growth plans and providing feedback on their progression.


• Actively supports team members with any flexible working requirements, such as absence management, family leave arrangements etc.


Ways of Working:

• Seeks to make continuous improvements to service quality by identifying areas where service to members and clients could be improved, including automation of calculations.


• Ensures the standard complaint procedure is followed by reporting all complaints and errors at an early stage.


• Creates and maintains internal procedures and working practices and helps embed these with the team.


• Ensures accurate and timely recording of all work in the time recording system, including overtime, and ensures that all client-chargeable time is logged as such.


Technical Knowledge, Processing and Procedures:

• Grows their skills and experience to meet the Technical and Non-Technical competencies.


• Acts as point of reference for technical or process issues and non-standard cases.


• Escalates more complex technical queries, exceptions and errors to the Administration Manager and technical support team members.


• Ensures allocated work is carried out in accordance with BU guidelines, procedures, quality standards and service standards.


• Ensures all work is processed through the correct workflow process.
  
  GCSE / Higher (or equivalent) in Maths and English at minimum grade C or above, or relevant comparable experience.


• Professional qualification, such as Associate Membership to the Pension Management Institute, or relevant industry experience.


• Proven experience of day-to-day team management within pension administration - ideally both DB/DC and CARE pension arrangements.


• Experience in delivery of data projects is preferable.


• Has up to date knowledge of relevant pensions legislation, technical developments affecting pension administration and industry best practice.


• Experience of working in a client-focussed role in pensions administration.


• Knowledge of relevant regulatory body procedures.


• Good understanding of Data Protection legislation, the Information Commissioner, HMRC Limits, the Pensions Regulator, rules and regulations and recent legislative changes.


• Good IT skills, including working with Microsoft Office application and experience of a pension administration system such as UPM, or system(s) with a similar purpose.


• Communicates clearly, accurately and concisely both orally and in writing and demonstrates effective communication with clients/members which aligns with our values.


• Plans and organises time and workload effectively, is able to juggle priorities and work well under pressure.


• Excellent attention to detail and able to work quickly and accurately.


• A strong team member and works in a consultative, collaborative manner with others.
  
  We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.


That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.