Senior Onboarding Calculations Consultant

Responsibilities

• Calculating individual Defined Benefit quotations and designing tailored communications
• Leading on complex schemes and acting as a subject matter expert for the team
• Reviewing and quality checking benefit calculations to ensure accuracy and compliance
• Managing the end-to-end onboarding process for new Defined Benefit schemes
• Designing and delivering training to support customer understanding and fair treatment
• Facilitating valuation updates, bulk transfers and other scheme activities
• Liaising with internal teams and third parties to ensure smooth transitions and handovers
• Keeping stakeholders informed to support excellent customer outcomes
• Who we're looking for:
• Pension qualification such as CII or PMI, or equivalent experience
• Strong understanding of Defined Benefit Pension schemes and benefit structures
• Knowledge of relevant legislation including GDPR, TCF and HMRC guidelines
• Ability to manage tight deadlines and prioritise effectively
• Excellent communication skills with the ability to tailor messages to diverse audiences
• Proven leadership and mentoring experience within a technical pensions environment
• Customer-focused mindset with a commitment to delivering good outcomes
• Confidence working independently and collaboratively across teams
• Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan
• At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
• There are the many discounts we offer - both for our own products and at a range of high street stores and online
• We're creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
• At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.
• We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.
• It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Benefits

Additional Information

We're looking for a Senior Onboarding Calculations Consultant to join our Award Winning PRT business. As a Senior Onboarding Calculations Consultant you will play a key role in supporting the transition and administration of Defined Benefit Pension schemes. You'll be part of a collaborative team, who apply technical expertise to complex benefit structures and help shape the onboarding experience for our clients and members. This is a hybrid working opportunity, which means that you can split your working week between home and the office to find a work-life balance that works for you.

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