Principal Project Analyst, Pensions

Gallagher; West of England; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Collaborative culture

Job summary

Gallagher is seeking a Principal Project Analyst to join our pension projects team in the United Kingdom. You will check and support complex work, deputise for the Team Leader, and lead on project outputs to ensure accuracy and compliance with client requirements.

You will manage and prioritise workloads, liaise with clients and stakeholders, and contribute to process improvements while coaching junior analysts.

Qualifications

• Already at senior or principal level in third-party occupational pension schemes.
• Proven checking experience.
• Strong knowledge of DB, DC and Hybrid pension schemes.
• Good understanding of pension regulations including GMP/GMPE, disclosure requirements and minimum pension increases.
• Advanced Excel and Word.
• Experience of complex project/event processing and pension calculations.
• Excellent numeracy and ability to explain complex calculations clearly.
• Strong written and verbal communication skills.
• Excellent planning and prioritisation skills.
• A collaborative, approachable and supportive style.

Responsibilities

• Managing the processing and checking of projects and events to ensure accuracy and compliance with client requirements.
• Acting as a Checker/Lead on projects and delivering high-quality outputs.
• Deputising for the Team Leader when required.
• Planning and prioritising workloads to meet deadlines, including competing priorities.
• Liaising with clients and key stakeholders by email, telephone and in meetings.
• Working closely with colleagues and support teams to deliver projects smoothly.
• Providing feedback to the Portfolio Team Leader on performance and any concerns.
• Carrying out and checking pension calculations for events such as leavers, retirements and increases.
• Reviewing Scheme Booklets, Trust Deeds and actuarial instructions to understand task requirements.

Skills

Advanced Excel

Word

Analytical skills

Numeracy

Communication skills

Team player

Independent worker

Education

PMI/Prince certification

Tools

MKEY reports

Data mining

Job description

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

Do you have strong third-party occupational pensions experience, a sharp eye for detail and the confidence to lead by example?

We are looking for an experienced Principal Project Analyst to join our team and help deliver a high-quality service across a portfolio of pension projects and events.

In this role, you will take responsibility for checking and supporting the delivery of complex work, ensuring everything is accurate, compliant and completed on time. You will also act as a Checker/Lead on projects and deputise for the Team Leader when required, helping to maintain continuity and service excellence.

This is an excellent opportunity for someone with deep occupational pensions knowledge who enjoys working with colleagues, solving problems and making sure clients receive a first-class service.

How you'll make an impact

• Managing the processing and checking of projects and events to ensure accuracy and compliance with client requirements
• Acting as a Checker/Lead on projects and delivering high-quality outputs
• Deputising for the Team Leader when required
• Planning and prioritising workloads to meet deadlines, including competing priorities
• Liaising with clients and key stakeholders by email, telephone and in meetings
• Working closely with colleagues and support teams to deliver projects smoothly
• Supporting and engaging with the team throughout the day to keep work moving and maintain visibility
• Carrying out and checking manual and automated pension calculations for events such as leavers, retirements, deaths, renewals, pension increases and PIA
• Using MKEY reports and data mining to find key information in member files and received data
• Reviewing Scheme Booklets, Trust Deeds, Rules, Benefit Specifications and actuarial instructions to understand task requirements
• Ensuring work is compliant with pension regulations, including GMP/GMPE, minimum pension increases and disclosure requirements
• Supervising, coaching and mentoring Senior Project Analysts and Project Analysts
• Providing feedback to the Portfolio Team Leader on performance and any concerns
• Taking part in lessons learnt sessions and helping to improve processes
• Supporting resource planning and capacity management
• Attending Trustee and client meetings as required
• Supporting the Client Account Manager with documentation and other tasks
• Handling non-standard client and member queries

About you

• Already experience at senior or principal level in third-party occupational pension schemes
• Proven checking experience
• Strong knowledge of DB, DC and Hybrid pension schemes
• Good understanding of pension regulations, including GMP/GMPE, disclosure requirements and minimum pension increases
• Advanced Excel and Word
• Strong analytical and problem-solving skills
• Confidence in checking and authorising data, correspondence and reports completed by others
• Experience of complex project/event processing and pension calculations
• Excellent numeracy skills and the ability to explain complex calculations clearly
• Strong written and verbal communication skills
• Excellent planning and prioritisation skills
• A collaborative, approachable and supportive style
• The ability to work independently and as part of a team
• A commitment to continuous professional development

Qualifications

• PMI, Prince, or a willingness to work towards one of these
• Evidence of ongoing professional development is desirable

Why join us?

This is a role for someone who wants to make a real impact. You’ll be trusted to support important pension work, guide others, improve processes and help maintain a high standard of service for our clients. If you are organised, technically strong and enjoy working in a team where quality matters, we’d love to hear from you.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself.For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join ourTalent Community to stay connected to additional career opportunities. Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)