Senior Technical Analyst - Pensions

ZipRecruiter; Bath; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Technical Analyst to provide expert guidance on pension policies and legislation. This role involves collaborating with internal teams to ensure compliance and optimal customer outcomes while managing complex technical queries. The ideal candidate will possess extensive experience in pension administration, a deep understanding of regulatory frameworks, and excellent communication skills. Join a forward-thinking company that values diversity and fosters an inclusive workplace, where your contributions will shape the future of pension services.

Qualifications

• Extensive experience in pension administration and regulatory projects.
• Deep understanding of pension legislation and regulations.
• Knowledge of investment platforms, SIPP, GIA, and ISA.

Responsibilities

• Drive technical pension policies and stay updated on legislation.
• Resolve complex pension technical queries and support governance.
• Collaborate with teams to analyze customer demand and regulatory changes.

Skills

Investment platforms knowledge

Pension administration experience

HMRC and FCA regulations

Analytical skills

Interpersonal skills

Problem-solving abilities

Time management

Effective communication

Education

Bachelor’s degree

Recognized financial services qualifications (CISI, CII)

Job description

Job Description

About Servaada, a Wipro company:

Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.

About the Role:

As a Senior Technical Analyst, you will provide technical expertise, support, and guidance to the company, its trustees, and third parties as needed. Your responsibilities include driving technical pension policies, staying updated on complex pension legislation, and translating this into the firm’s pension offerings and scheme administration.

Key Responsibilities:

1. Stay informed about FCA, DWP, and HMRC changes; assess impacts and communicate effectively internally and externally; provide training when necessary.
2. Own and resolve proposition and technical queries from Business Development, Operations, and Support teams, including complex case referrals.
3. Collaborate with internal teams to analyze customer demand and regulatory changes, supporting necessary adjustments to ensure optimal customer outcomes.
4. Identify emerging risks and support governance solutions to prevent poor customer outcomes.
5. Contribute to regulatory documentation, web content, and operational procedures from a technical perspective, ensuring clarity and accuracy.
6. Analyze developing pension legislation, oversee major changes, and ensure ongoing compliance.
7. Support colleagues in managing and implementing system, regulatory, and legislative changes for customer benefit and business growth.
8. Resolve complex pension technical queries, acting as a reference point and liaising with internal and external contacts.
9. Represent the Group at relevant industry bodies and working groups to support the development of the Group’s brand and technical expertise.
10. Ensure Customer Operations and Experience teams adhere to procedures related to pension products; provide technical support and training.
11. Participate in projects affecting pension processes or systems, leveraging technical expertise.
12. Assist in implementing new products and tools related to the pension proposition.
13. Follow procedures to manage operational risks and ensure legal and regulatory compliance.
14. Perform other activities within your capabilities as directed by management.

Skills, Qualifications, and Experience:

Essential:

• Knowledge of investment platforms, SIPP, GIA, and ISA.
• Understanding of the wider pensions market.
• Experience with HMRC and FCA regulations.
• Self-motivated, organized, and collaborative.
• Confident presenter with strong interpersonal skills.
• Calm demeanor, able to handle challenging situations.
• Extensive experience in pension administration and regulatory projects.
• Deep understanding of pension legislation and regulations.
• Excellent communication skills.
• Strong knowledge of retail financial services and the UK platform market.
• Effective relationship management skills.
• Analytical and presentation skills.
• Problem-solving abilities.
• Excellent time management, decision-making, and interpersonal skills.
• Ability to analyze information quickly and creatively.
• Effective communication tailored to diverse audiences.
• Bachelor’s degree or relevant industry experience.
• Recognized financial services qualifications (e.g., CISI, CII).

Application of Individual Conduct Rules:

• Act with integrity.
• Exercise due skill, care, and diligence.
• Be open and cooperative with regulators.
• Prioritize customer interests and fairness.
• Maintain proper market conduct standards.

Equal Opportunities:

Servaada advocates positive change and strives for diversity. We are committed to fostering an inclusive workplace where all applicants are welcome.