Overview
We are looking for a Principal Project Analyst to lead project work for occupational pension schemes, ensuring service delivery to a high standard and within agreed deadlines. You will be responsible for leading all aspects of a portfolio of projects, leading a team of up to three staff members, and deputising for the Portfolio Team Leader when required. How you'll make an impact Undertake project tasks in line with internal processes, company policies, and project criteria. Review and check non-standard correspondence and reports. Analyse and interpret scheme rules and actuarial instructions. Effectively handle errors and complaints, following the agreed process. Supervise, train, coach, and mentor staff. Provide support to team members and assist the Portfolio Team Leader. Attend trustee and client meetings as the need arises. Assist client account managers with the vital documentation. Ensure client work is processed accurately and on time, meeting agreed deadlines. Prioritise workloads to ensure Service Level Agreements are maintained. Manage non-standard client and member queries. Identify opportunities for process improvements and support senior staff with their implementation. Complete daily timesheets and update agreed goals on a quarterly basis. Provide feedback on staff performance, highlighting any concerns to the Portfolio Team Leader. About You A minimum of 5 years' experience in occupational pension scheme administration, including team management and mentoring. At least 3 years’ experience as a Senior Project Analyst. Experience in pensions project work or bulk exercises is desirable but not crucial. CPC or PMI qualification (or working towards) is desirable but not crucial. A logical approach to problem-solving with attention to detail. Ability to perform and check sophisticated manual calculations and explain them in straightforward terms. Excellent written and verbal communication skills, with the ability to engage expertly via letter, email, and telephone. Confidence in providing feedback and liaising with clients. A strong dedication to delivering outstanding service to clients, members, and management. Self-motivated, capable of working independently, and willing to nurture change and efficiency. Proficiency in Microsoft Office and pension administration systems. Act as a mentor to direct reports, providing positive reinforcement and motivation. Hold quarterly review meetings with direct reports and ensure performance is detailed. Comply with all corporate policies and procedures, ensuring awareness of current regulatory and legal obligations. Report any suspected breaches to the Portfolio Team Leader immediately Ability to perform and check sophisticated manual calculations and explain them in simple terms. Strong literacy skills, with the ability to communicate expertly via letter, email, and phone. Confidence in providing feedback and interacting with clients. Dedication to outstanding service delivery and accountability to clients and management. Self-motivated, able to work independently, and act as a champion of change. Proficiency in Microsoft Office and pension administration systems. Act as a mentor to direct reports, providing positive reinforcement and motivation. Conduct quarterly review meetings and document performance evaluations. Ensure adherence to corporate policies and procedures, keeping up to date with regulatory and legal obligations. Eligible to work in the UK. #LI-TM2 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…