Senior Associate - Pension Scheme Implementation Delivery

FTC - Senior Associate - Implementation Delivery

About the Opportunity

Job Type: Fixed Term ContractorContract duration : 11 months.Application Deadline: 27 April 2026

Job Description

About the Workplace Investing Implementation Delivery team

The primary purpose of the WI Implementation Delivery team is to ensure that new Fidelity DC Pension Plans e.g. Master Trust pension schemes, Own Trust pension schemes, offshore saving plans and Group Personal Pension schemes are established to agreed timescales and parallelly manage ongoing corporate actions. The team ensures that implementations & corporate action projects meet Fidelity quality, efficiency, and product definitions.

Purpose of your role

The successful candidate will be responsible for covering all Implementation aspects of establishing DC schemes with Fidelity, supporting Corporate Actions/Client Drive Changes and will support the team with any process or regulatory changes.

This will include providing the client initial and ongoing detailed support around all the process requirements for onboarding client data from initial implementation through to asset transfer and role also covers corporate actions which includes the project management of any major changes in any Plan & investment design post set up. This will be throughout a variety of communication methods including Zoom meetings and email support. The role will require competent pension knowledge including Auto Enrolment, protections, such as Protected Tax-Free Cash, Crystallised Benefits, and regulatory requirements specifically around DC Pension Schemes. There will be a requirement to manage multiple projects and client requirements at one time.

The candidate is responsible for supporting the Implementation Project Manager in delivering to the client in an agreed timely manner and will be responsible for coordinating and executing all Implementation related activity to onboard scheme members onto Fidelity’s Platform and to deliver corporate actions to an agreed timeline.

They will identify any operational issues as they arise and make recommendations to the Project Manager and Client for any required changes. They will also be pro-active in determining any other needs or concerns of the client and Operations department and act on them accordingly.

This role includes an element of process ownership, the individual will support the team in identifying process gaps and implementing changes within the team, as well ensuring procedures are up to date.

Your key accountabilities

• Drive overall team performance through coaching, mentoring, and succession planning.
• Develop high-performing team members and identify future leaders.
• Manage complex performance conversations including underperformance, career redirection, and talent calibration Work collaboratively with the Project Manager and Client to ensure we are on boarding high-quality data
• Foster a culture of psychological safety, continuous feedback, and accountability.
• Have a good understanding of Fidelity systems and the downstream impact of activities taken during project
• Translate organizational strategy into operational goals and execution plans.
• Lead process transformation initiatives to improve efficiency and quality.
• Consult with direct reporting Manager or appropriate parties on issues requiring additional attention or decision-making.
• Serve as the primary escalation point for internal and external partners.
• Influence cross-functional leaders and represent the team in senior-level forums.
• Lead organizational change initiatives and ensure smooth adoption across the team
• Shape team culture, embed best practices, and champion company values.
• Anticipate future skill and capacity needs and proactively plan workforce strategy.

Your skills and experience

• Good education standard
• Strong pension industry experience in Defined Contributions/Final Salary operations administration & implementation
• Strong client facing experience including all communication methods
• Good knowledge of retirement market
• High Level of Microsoft Excel skills
• High level of accuracy and attention to detail
• Self-starter, keen to take on responsibility and new projects
• Strong organizational skills
• Able to demonstrate abilities and experience in duties and responsibilities mentioned above
• Ability to work well with various internal Fidelity departments at all levels
• Ability to anticipate potential problems, plan for such events and problem solve
• Good written and oral communication skills
• Due to the nature of the position, the role would suit someone who is able to manage their own time and a workload that can be heavy at times.

Our Values

All our people must be able to demonstrate affinity with the Fidelity core values:

• Integrity - Taking personal responsibility for always acting in the best interests of our clients.
• Trust - Empowering each other to take the in initiative and make good decisions.

Our Behaviours

All our people must be able to operate in accordance with our behaviours:

• Brave - Challenging the status quo, being accountable and speaking up.
• Bold - Acting with conviction, encouraging diverse thinking, and keeping things simple.
• Curious - Learning to do new things in better ways and encouraging fresh thinking.
• Compassionate - Having empathy, caring for colleagues, client & community.

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients. We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations. We call this new approach “dynamic working”.

Find out more about what we do, our history, our new approach of “dynamic working“ and how you could be a part of our future at careers.fidelityinternational.com/about-us.

About you

•           Good education standard ideally Degree level, IMC qualification or proven advanced pensions industry experience.

•           Experience in Defined Contributions/Final Salary operations administration & Asset Transition.

•           Good level of Excel knowledge including data presentation.

•           Basic knowledge of pooled fund operations and fund accounting.

•           Self-starter, keen to take on responsibility and new projects.

•           Strong organisational skills, knowledge of running projects using Microsoft Project, PWB or equivalent Project Management tools an advantage .

•           Able to demonstrate abilities and experience in duties and responsibilities mentioned above.

•           Ability to work well with various internal Fidelity departments at all levels.

•           Ability to anticipate potential problems, plan for such events and problem solve.

•           Experience of client management, consulting and sales skills would be advantageous.

•           Good written and verbal communication skills.

•           Attention to detail.

•           Due to the nature of the position, the role would suit someone who is able to manage their own time and a workload that can be heavy at times.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.

Experience Level

Mid Level