Implementation Consultant- Calculations

Procentia - Pensions Software Solutions; Bristol; On-site; GBP 40,000 - 70,000; Full time

Job summary

An award-winning software and technology company is seeking a dynamic Implementation Consultant to join their Client Success Delivery Team. This role focuses on implementing automated pension calculations using the IntelliPen suite. You will engage with clients to gather requirements, customize software, and ensure smooth operations of pension benefit calculations. Ideal candidates will possess strong T-SQL and XML skills, along with exceptional analytical and communication abilities. Join a vibrant team dedicated to delivering innovative solutions in the pensions sector and enjoy a supportive work culture with numerous perks.

Benefits

25 days holiday plus public holidays

Buying and Selling holiday

Volunteer day

Life Assurance

Private Medical Insurance

Employee Assistance Programme

Cycle to Work Scheme

Tech Scheme

Electric Car Leasing scheme

Refer a friend bonus

Qualifications

• Proficient in T-SQL and XML for automated pension calculations.
• Experience in implementing software systems and configurations.

Responsibilities

• Implement and maintain pensions benefit calculations in IntelliPen.
• Gather client requirements and customize software systems.

Skills

T-SQL

XML

Pension calculations implementation

Defined Benefit calculations

Defined Contribution calculations

Excellent verbal communication

Excellent written communication

Organizational skills

Analytical skills

Adaptability

Tools

Microsoft SQL Server Management Studio

Microsoft – full Suite

Job description

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About Us

Procentia is an award-winning software and technology company specialising in the Pensions and Bulk Purchase Annuities market. We design intelligent solutions that put administrators and members at the heart of any pension scheme.

Established in 2002, we’re renowned for our web-based pensions administration and management system, IntelliPen. Our platform helps clients meet the demand for self-serve technology and provide meaningful consumer-like experiences expected from online platforms.

Trusted by administrators, employers and trustees, our software is widely regarded as the most comprehensive and feature-rich platform for modern pensions management.

IntelliPen comprises a suite of integrated modular systems that streamline processes from new member registration to online self-serve retirement, and enables collaboration on the same workflows. It delivers up to 90% time and cost efficiencies by automating member retirements, validation, benefit calculations, reporting and pensioner payroll.

With offices in the UK and North America, we support some of the largest pension schemes and plans across the private and public sectors.

We've been named 'Pension Technology Firm of the Year 2024' at the Pensions Age Awards, and voted ‘No.1 UK Pension Administration Software Provider’ in 2022 and 2023.

Procentia People are a community of passionate specialists dedicated to developing best-in-class software solutions and client service. We’re a vibrant assortment, everyone is welcome here.

We’re proud of our welcoming and open culture, and our Values. They’re not just words on paper – we’re dedicated to living them every day.

The Job

As part of our continuing growth we are seeking to recruit an Implementation Consultant with Calculations experience into Procentia.

The purpose of this role is to implement automated pensions calculations, using our IntelliPen suite of products. To be successful, you should be proficient in the use of T-SQL, XML and able to work well as part of a team. You are able to successfully implement calculation automation for a variety of benefit designs, to client and legislative requirements.

Ultimately, demonstrating strong knowledge and experience in their area, sound technical knowledge as well as exceptional analytical, communication, and customer service skills.

As part of working in the Client Success Delivery Team, you are expected to liaise with our clients to gather their requirements, produce specifications and configure the functionality requested. There may be an occasional need to travel to clients’ sites to do this. You will manage a diverse workload including multiple parallel tasks and you will prioritise your time and tasks effectively alongside the demands set on the team.

Here's What You'll Be Doing:

• You are primarily responsible for the implementation and maintenance of pensions benefit calculations within our “IntelliPen” administration system to meet our clients’ requirements, including but not limited to, Defined Benefit and Defined Contribution scheme designs, pension increases, equalised GMPs and valuations.
• Additional duties include the configuration of workflows, data maintenance screens, interfaces with other systems, pensioner payroll, data migrations and report
• Meeting with clients to gather requirements
• Communicating with clients throughout the software customisation process to obtain feedback and approval.
• Customising software systems based on clients’ individual needs and specifications.
• Educating clients on how to use IntelliPen and customised system features
• Engaging with our training team when required.
• Creating documentation for clients and for internal use where appropriate
• Support in the software release process when required.
• Support in the software upgrade process when required.
• Build credibility with team members and all internal and external clients
• Time recording

Key Skills And Experience:

• Experience in implementing software systems
• Adaptable and agile
• Be a responsible and reliable professional, with a consultative approach
• An understanding of business processes and workflows
• Ability to learn new technologies quickly
• The ability to prioritise, meet deadlines and deliver rapid outcomes
• Confidence to adapt and learn new programmes and systems
• Excellent verbal, written communication and organisational skills
• High degree of numeracy
• Pension calculations implementation
• Defined Benefit and Defined Contribution calculations experience
• Configuring or developing pensions or financial services software
• Microsoft – full Suite
• Use of Microsoft SQL Server Management Studio
• Experience of T-SQL
• Alternative programming knowledge, even if only from developing Excel macros or similar

Lets Talk About What's In It For You...

• 25 days holiday (plus public holidays) increasing with length of service up to a maximum of 28 days, with carry over of up to 1 week
• Buying and Selling holiday (up to 1 week)
• Volunteer day – 1 day per year to support a charity or cause that positively impacts the local communities
• Life Assurance
• Private Medical Insurance
• Employee Assistance Programme (EAP)
• Cycle to Work Scheme
• Tech Scheme- affordable way to get the latest home and tech for you and family
• Byond (exclusive discounts on everyday spend)
• Tusker – Electric Car Leasing scheme
• Refer a friend bonus
• Annual subscription for up to a maximum of two professional bodies
• Procentia Plodders and Pacers – running club
• Weekly office fruit basket
• Procentia Pantry
• Monthly socials

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Finance

• Industries

  Pension Funds and Technology, Information and Media

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