Management Level
F
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
EQ is seeking an Implementation Analyst to join a brand new team responsible for onboarding Bulk Purchase Annuity (BPA) Schemes. Significant experience in the pensions industry and a strong technical pensions background is required, knowledge of Bulk Purchase Annuities would be advantageous It is an exciting time and opportunity to be a part of this Implementation team that is not only responsible for the core configuration of the system, but also working closely with the ongoing development of the Administrator system, including contributing to development plans, reviewing enhancement requests, Administrator rollouts and producing prototypes for new functionality.
Business Function
EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement.
Our function is responsible for:
- Delivering on the daily service promise
- Continually improving our service performance to grow advocacy
- Helping EQP successfully achieve its goals
- Supporting EQP with shaping bids to renew existing contracts or winning new work
- Managing our supplier relationships
- Operating within our budget envelope
- Manage the risks within our business in line with agreed appetite
- Adhering to Divisional and Group policies
- Becoming better at everything we do every day
Core Duties/Responsibilities
The successful candidates will be responsible for the following:
- Working across all aspects of the Administrator application
- Loading and importing bulk annuity data using Equiniti tools (e.g. DataSure, EQ Porter etc.)
- Analyse and assess pension data extracts against standards and ensuring final extracts are in line with the relevant benefit specification(s)
- Validation of data extracts through standard checks, control totals and production of agreed test scenario outputs
- Identification of any data issues and raise these with the client through query log
- Highlighting areas of potential development and efficiencies to be gained
- Configuring scheme, category, and element parameters within the Administrator application
- Maintaining integrated spreadsheets
- Ratifying factor usage and maintaining factor feeds
- Validating interface requirements
- Configuring member communications to reflect bespoke specific scheme requirements
- Collaboration with clients (both internal and external) to understand their requirements for the Administrator application
- Analysing, understanding , documenting and estimating client requirements
- Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders
- Improving the implementation practices and procedures
- Working closely with the development team to refine and improve the system
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviours:
Requirements Definition
- Undertake analysis on implementation projects and/or enhancements for existing clients
- Analyse changes and enhancements to client’s pensions systems
- Liaise with clients to define and understand requirements and estimate work
Planning and control
- Accurately estimate and plan deliverables. To monitor progress against plan enabling projects to be delivered on time and within budget, providing progress reporting as required
- Adhere to project estimating, planning, management and reporting procedures
Build/ Test (Calculations, Data Migration and Processes)
- Application of data cleansing and data migration activities when required
- Configuration and testing of automation processes inclusive of pension calculations, workflow build, letters and output, reports, employer self-service, member self-service
- Align to defined policies and procedures, identifying, where appropriate, any deficiencies in, or opportunities for improvement to, established standards and procedures
- Ensure successful implementation of defined deliverables within the scope of each task assigned
Documentation
- Produce user and pension systems documentation as required and agreed. Covering but not limited to scope documents, specification, and user guides.
Support
- Provide support to the administration teams and clients. Supporting the testing and rollout of the implementation.
Legislation
- Interpret and implement legislative changes making use of Regulatory & Pensions Support team advice where necessary
Commercial Awareness
- Work within the correct boundaries of scope, incident management and change control
- Design and provide a solution which is fit for purpose and in line with budgetary constraints
Qualification and Experience
- Educated to degree standard preferred but not essential
- Experience of using Pension Configuration Tools and MS SQL
- Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification)
- Significant experience in the pensions industry and a strong technical pensions background, particularly in the area of Bulk Purchase Annuities, would be highly desirable
- Demonstrable software development capabilities; • Demonstrate commercial awareness & operational efficiencies/income generation in current role.
Essential Qualities
- Take ownership of the role and delivery to client
- Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues
- Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively.
What We Offer
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 – 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.
