Workflow & Transition Delivery Manager - 12 month FTC

PIC; Greater London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services firm in Greater London is seeking a Transition Project Coordinator to manage complex client transition projects. This pivotal role involves developing and leading workflow coordination, acting as a liaison between internal teams and suppliers, and ensuring adherence to best practice workflow controls. The ideal candidate has experience in transition workflows within regulated industries and strong organisational skills. Benefits include private medical insurance and a competitive pension scheme.

Benefits

Private medical insurance

28 days' annual leave

Generous pension scheme

Qualifications

• Awareness of processes involved in onboarding and delivery in an insurance environment.
• Track record of supporting onboarding or transition projects.
• Established knowledge of project management methodologies and tools.

Responsibilities

• Develop and manage workflow coordination across multiple transition projects.
• Act as a liaison between internal teams and external suppliers.
• Prepare comprehensive reports for different audiences.

Skills

Knowledge of Transition workflows

Strong organisational skills

Ability to manage multiple workflows

Strong written and verbal skills

Influencing and communicating

Tools

MS Access

MS PowerPoint

MS Word

Power BI

Job description

The Transitions team plays a critical role in the management, onboarding, and delivery of client transition projects into PIC’s operating model. This includes managing a complex ecosystem of suppliers across legal, actuarial, operations, administration, printing, and communication functions.

You will be reporting to the Programme Manager and play a pivotal role in ensuring that project delivery meets PIC’s exacting standards.

Key duties:

• Develop, lead, and manage workflow coordination across multiple transition projects.
• Defining and embedding standard operating procedures and best practice workflow controls for all projects.
• Act as a key liaison between internal teams and external suppliers to ensure timely handoffs and effective communication.
• Defining and embedding standard operating procedures and best practice workflow controls for all projects.
• Responsible for the maintenance of workflow dashboards, trackers and controls logs for programme management visibility.
• Prepare comprehensive reports reflective of the intended audience

Key skills:

Knowledge of Transition workflows within financial services, insurance, or other regulated industries.

Technical:

• Awareness of the processes involved in onboarding, administration, and delivery in an insurance environment.
• Track record of supporting onboarding, transition or change delivery projects.
• Established knowledge of project management methodologies, tools, and software.
• Advanced knowledge of process mapping, operational controls, and quality assurance.
• Understanding of how to coordinate delivery across multi-supplier ecosystems and cross-functional dependencies.

Personal:

• Ability to manage multiple concurrent workflows with attention to detail and timing.
• Strong organisational skills.
• Influencing, communicating, and coordinating across diverse internal and external teams.
• Able to interpret workflow data, identify inefficiencies and recommend evidence-based improvements.
• Confidence in enforcing controls deadlines and procedural adherence in complex environments.
• Strong written and verbal skills with the ability to present workflow information clearly.
• Good working knowledge of MS Access, MS PowerPoint, MS Word, Power BI

DEI at PIC:

At PIC, we believe that true innovation stems from embracing diverse perspectives, backgrounds and experiences. We are committed to building a workplace where every individual, regardless of race, gender identity, sexual orientation, disability, age, religion, or socio-economic background, feels valued, heard and empowered to succeed. We hold ourselves accountable through ongoing initiatives, such as inclusive hiring practices, and equitable career development opportunities that support belonging and community. While we’re proud of our progress, we recognise there’s work ahead, and we remain dedicated to listening, learning and evolving together.

In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.