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About Aptia Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. We have strengthened our capability by launching a new Consulting and Actuarial business within Aptia’s UK business. This has been enabled by the acquisition of Atkin Pensions, a specialist firm of consulting actuaries and administrators based in Solihull. This move is in direct response to what our clients have been asking for – a single, trusted partner that can deliver administration, actuarial expertise, investment advice and strategic consulting in one, cohesive service. By bringing Atkin Pensions into Aptia, we are now able to offer a fully integrated proposition for our clients. The Role The Atkin Investment Consulting team currently consists of two Senior Investment Consultants who require support in drafting and preparing investment advice as well as developing templates and the proposition that is taken to clients. The client base is predominantly small defined benefit pension schemes (AUM £20m and below). What you will be doing: • Draft all types of investment advice that trustees of DB pension schemes will need, e.g. quarterly reporting, SIPs, manager advice, transition advice, cashflow advice, input in Trustee Report and Accounts etc, • Clearly lay out calculations with all figures in reports and emails supportable and evidenced on file, • Check work of junior trainees and ask questions/highlight to any further checker where do not feel confident to fully sign-off the work, • Ensure use of standard models and templates where available and assist in developing standard models and templates, • Communicate with the team to understand timescales, budgets and priorities, • Understand budgets applicable to each project and notify senior investment consultants where budgets are likely to be exceeded, • Minimise time spent by more senior staff by ensuring work is easy to follow. Clearly set out any checks that have been performed and any issues and assumptions that have required judgement. Address any issues before senior staff review where possible, • Manage own workflow ensuring that work is carried out within agreed timescales.Notify team members of any conflicts in priorities or problems meeting deadlines, • Support the client managers in providing billing information where required, • Attend manager research meetings to understand different investment approaches and asset classes in greater detail, drafting notes and providing views on the offerings, • Attend client meetings and contribute to discussions where required and appropriate, • Build relationships with specific clients where appropriate, • Manage all investment work on specific clients as agreed ensuring deadlines are agreed and met Here's what we're looking for: • Experience as an investment analyst in the pensions /consulting industry, • Ability to produce high quality investment reports and advice, • A self-starter who can work independently, bring ideas and help develop standard templates, • In depth knowledge of UK DB pensions and legislation, • Strong academic background and studying for CFA or IFoA exams If you are interested in this role and then we’d love to hear from you. Please go ahead and click apply to submit your CV. Aptia is committed to celebrating the diversity of its employees and are proud to be an Equal Opportunities employer. We strive to create a workplace where all colleagues feel they belong and are supported to succeed in their roles. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to email us at .

About Aptia Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. We have strengthened our capability by launching a new Consulting and Actuarial business within Aptia’s UK business. This has been enabled by the acquisition of Atkin Pensions, a specialist firm of consulting actuaries and administrators. This move is in direct response to what our clients have been asking for – a single, trusted partner that can deliver administration, actuarial expertise, and strategic consulting in one, cohesive service. By bringing Atkin Pensions into Aptia, we are now able to offer a fully integrated proposition for our clients. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. The Role Due to the growth of our actuarial and consulting practice, we have a new opportunity for an experienced Pensions Administration professional to join the Atkin Pensions Administration team. We are open to the type of profile of this role – you may be a Senior Analyst with a strength in peer review and hands on administration, or at Team Manager level looking to take on responsibility for team operations and development. Either way, this individual will lead on quality service control, maintains standards, and takes the lead on implementing best practice within the team. You will support client relationships in terms of budgeting and process improvement and will also peer review complex tasks and coach junior colleagues in this area. The role will include development and training of junior team members. This role is a hybrid position, ideally commutable to Solihull, but we are open to other UK locations. What you will be doing: • Communicating with clients and scheme members on complex queries when required via letter, email, and telephone., • Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules., • Sign off on all admin related tasks, including on complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events., • Sign off on pension increases, admin reports, annual benefit statements etc., • Ensuring errors, omissions and complaints are handled in accordance with agreed procedures and within appropriate timescales., • Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget., • Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed., • Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications., • Supporting key client relationships and client budgeting as well as peer reviewing complex tasks., • Coaching junior members of the team on complex tasks or situations., • Driving continual improvement around operational effectiveness and client profitability., • Leading on process improvement for clients and undertaking quality control calculation reviews on the team’s work. Here's what we're looking for: • Experience within the pensions administration field, able to demonstrate experience improving processes, and a close understanding of complex pensions administration tasks and calculations., • Able to take responsibility for the quality and delivery of own work, able to peer review and provide broader quality control as needed., • Good communication skills, both written and verbal., • Strong analytical and problem-solving skills., • Able to analyse and improve processes., • Organised and able to prioritise effectively., • A team player, able to work with and coach others. If you are interested in this role and then we’d love to hear from you. Please go ahead and click apply to submit your CV.

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