Lead Technical Consultant

Management Level

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and

our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

The main purpose of the role is to manage, lead and take accountability for individual project work.  You will ensure all project tasks are supported by adequate process notes and guidance. The templates used are business compliant.

You will set quality targets for project work - monitor and report on targets set against actual performance.  You will lead project teams and provide coaching to staff by developing their technical and process knowledge. Effectively manage time/resources, ensuring effective delivery of project work on time.

You must be able to work effectively and develop positive working relationships with colleagues and stakeholders across Data Solutions, Retirement Solutions, EQ group and other organisations. You will meet and present to existing and prospective clients new project work, identifying opportunities to win new business. 

Core Duties/Responsibilities

• To manage and take accountability for complex projects by maintaining project plans, actions log, issues, and a risks log.  Client reports, meetings, and MS-Teams calls – prepare for, attend, create agendas, and record accurate minutes. Review and sign-off timesheet entries for projects you are responsible for.

• Perform project management role to ensure project delivery is aligned with roadmap.  Prioritising and organising workloads to ensure deadlines are met, and standards of delivery maintained. Ensure work completed in a commercially sound manner and complies with contract or administration practices / agreements which are already in place.

• Function as a point of reference on complex, technical and legislative queries. Monitor, check and audit casework to ensure it is fit for purpose whilst identify training and development needs for the team.  Providing ongoing training and coaching.  Supporting Head of Delivery/Operations regarding project and team members performance.

• Regularly innovate to improve unit times and/or accuracy of casework either by new solutions or building on existing solutions. Develop processes as required and consult with stakeholders following identified risks or gaps. Implement effective solutions for identified gaps in processes and procedures. Escalate relevant issues to stakeholders with proposed solutions.

• Develop effective working relationships with team colleagues, internal and external business contacts – consulting with other departments as required.

• Maintaining data held on systems and providing management information as required across own business area.

• Run project meetings with the team to communicate targets, progress, knowledge sharing and important updates.

• Sign-off client progress report, containing; issues, risks, progress in this period, targets for next period, milestones, and budget.  

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviours:

• Excellent written and oral communication skills.

• Able to relate to people at all levels.

• Able to multitask and under own initiative.

• Self-motivated and ability to encourage others.

• Strong systems proficiency particularly in Excel and Word.

• Must be flexible and proactive.

• Able to work to laid down processes and procedures.

• Strong financial awareness.

• A very good understanding of defined benefit pension scheme design, awareness of scheme rules, industry regulations and legislation.

• Previous experience delivering UK defined benefit occupational pension scheme projects.

• Good awareness of project management methodologies.

• Able to problem solve and provide a project-based consultancy service to clients.

• Ability to deliver project work to multiple clients within agreed budget and project plan.

Relevant Qualifications

• Associate PMI (or working towards)

• Associate CII / PFS (or working towards)

• PRINCE2 or AGILE (or equivalent)

• Maths and English

What We Offer (UK ONLY)

Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%

All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.

Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.

Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.

Time Off – Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.