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- Document existing processes and requirements using interviews, document analysis, requirement workshops, business process descriptions, task, and workflow analysis.
- Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high level information into details, abstract up from low level information to a general understanding, and distinguish client requests from the underlying true legislative / procedural requirements.
- Proactively communicate and collaborate with BAU Admin Teams and other Stakeholders to set and meet timelines for client ‘Go Live’
- Ensuring comprehensive plans are in place setting out the full end to end process of onboarding each client.
- Ensure that targets and deadlines are met.
- Liaise with BAU client administration teams for onboarding of new clients to Central Team
- Conduct and review “Variation Studies”, analysing and evaluating variations in client specific transfer procedures against central team standards and look for opportunities to challenge and standardise processes.
- Analyse benefit structures to assist in the selection of clients to onboard to Central Team
- Develop and review a “Variation Checklist” for each new central team client to aid the central team in identifying any client specific requirements which are required in processing transfer out payments.
- Create bespoke proforma for use by centralised team, have these agreed by the relevant stakeholders.
- Experience working in Pensions or Financial Services industry.
- Strong analytical and critical thinking skills.
- Flexible and “can do” approach.
- Strong organizational abilities and flexibility to work in a performance driven environment managing multiple project priorities.
- Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, Offshore administrators, ScamScan Team, and subject matter experts.
- Manages the production of Variation Studies and Variation Checklists to facilitate onboarding of new clients to the Transfer Settlements Team to a rolling schedule
- Familiarity with WTW Standard Letters, Procedures, and latest procedural updates
- Ability to adapt your communication style, ability to explain complex technical concepts to non-technical audience.
- Ability to work with multiple teams in multiple locations across the business as well as a wide variety of third parties.
- Ability to identify potential issues and dependencies early.
- Excellent interpersonal skills to include good written and verbal communication.
- Good time management skills and the ability to organise and prioritise own workload.
- Able to work to a high level of accuracy.
- Computer literate. – MS Excel, MS Word and PowerPoint
