About the Opportunity Job Type: Permanent Application Deadline: 03 January 2025 Title Associate - Retirements - GPS Delivery Department Protected Benefits Team Location Kingswood Reports To Protected Benefits Manager Level Grade 2 We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our [insert name of team/ business area] team and feel like you’re part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. About your team The WI Protected Benefits Team perform Protected Tax-Free Cash (PTFC) calculations and are responsible for processing of Guaranteed Minimum Pension (GMP) / Reference Scheme Test (RST) cases to support the GPS Retirement journey. The role is key to providing uncompromising service to our clients and members. About your role The ability to question internal processes and encourage improvement Process and verify PTFC, GMP and RST cases with a high level of accuracy and consistency Support complex pensions administration rework and potentially rectification activity Carry out case reviews to identify errors and perform case corrections Ensure all allocated work is processed in a timely manner avoiding exposure to unnecessary risks in market movements when dealing with financial transactions Adherence to team Key Performance Indicators including quality, productivity, error rates, and contribution above business as usual (BAU) objectives To have a flexible approach with regard to types of tasks to be completed and queries to respond to To have engagement with non-BAU activities such as mailbox management and process change delivery Ability to organise the day to day planning of workload for yourself and for the wider team as required - a dynamic and proactive approach is expected with individuals having consideration for the overall team objectives To support other team members with queries in the absence of managers Potentially to support management on MI and projects as required About you You should be an enthusiastic, engaged and driven individual, who has a desire to achieve outcomes at a team level. You should be inquisitive and questioning, with a desire to learn, whilst also being able to operate with logic and practicality. You will demonstrate or have: Minimum of 3 years pensions administration experience Defined Contributions knowledge essential, Defined Benefits knowledge desirable Knowledge of Pension Simplification Strong numerical and analytical skills with attention to detail Knowledge of Protected Tax-Free Cash principles desirable Being a self-starter, demonstrating good use of initiative and the ability to work under pressure Being flexible and adaptable, responding rapidly to changing agendas. Able to re-prioritise and organise effectively, at an individual and team level Communication – effective written and verbal skills Decision making ability – problem solving and solution orientated The ability to question internal processes and encourage improvement. Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.