Create, develop and maintain operational materials (new system features, Standard Operating Procedures) – ~70% of time
Deliver improvement sessions and upskilling across the Bulk Purchase Annuities team and related teams (Administration, Onboarding & Transitions, Shared Services) – ~30% of time
Support transferring knowledge to colleagues in non-UK locations including India
Produce business user overviews of new system features and enhancements
Produce improvement materials and guides aimed at end business users
Facilitate and deliver improvement sessions for new joiners and existing staff via online webinars/screen share or face-to-face
Schedule, manage logistics and track learning progress and obtain evaluations to measure effectiveness and resource utilisation
Review and update operational improvement products and materials in line with system, process and legislative changes
Liaise with senior leadership and business line function heads to ensure compliance with internal processes and legislation
Provide accessible improvement material in a range of formats and media
Manage improvement support mailboxes, respond to requests and organise improvement events
Act as an ambassador for EQ and represent professionally in interactions with colleagues, senior management and clients
Requirements
Must have good knowledge and understanding of pension industry preferred, ideally bulk purchase annuity market, or demonstrable transferrable experience from an adjacent market
Sound working knowledge of general administration processes within financial services sector, in a business-to-business outsourced model or life and pensions company
Excellent written & verbal communication skills
Proven presentation skills
Ability to effectively communicate change to various stakeholders including colleagues, senior management, different business areas and host group Q&A sessions
Able to identify implications of changes in processes or procedures including where relevant legislation/policy on operational improvement material
Ability to work within and help to define governance, controls processes and procedures
Ability to portray a professional image to colleagues, senior management and EQRS clients in any interactions
Ability to work using own initiative, with a flexible and adaptable approach
Proven time and self-management skills
Positive, can-do attitude and self-motivated
Commitment to end customer and internal client service excellence with the ability to handle sensitive or confidential information
Mobility/willingness to travel across the country and occasionally to India, including overnight stays when required