Lead Specialist - Scheme Events

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, 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.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

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. 

Job requirements

The Lead Specialist serves as the designated scheme owner for a portfolio of complex pension schemes, providing subject matter expertise across critical scheme event processes including Pension Increases, Renewals, Member Movements, Data Reconciliation, and Valuations. This role leads the delivery of complex pension administration initiatives such as GMP Equalisation (GMPE) and other transformation projects, acting as a key driver of innovation and continuous improvement within the team. Combining deep technical knowledge with strong stakeholder engagement, the Technical Specialist ensures high-quality operational delivery, mitigates delivery risks, and enhances client outcomes. Additionally, the role plays a pivotal part in developing team capability through knowledge sharing, mentoring, and process leadership.

Key Responsibilities

• Collaborate cross‑functionally with internal departments to ensure alignment with client requirements and timely project delivery.

• Act as the primary liaison with technical teams, process innovation groups, and Scheme Events (SE) teams, fostering strong partnerships and ensuring stakeholder satisfaction.

• Proactively identify and implement process improvement initiatives to drive operational efficiency and enhance service quality.

• Track and report on project milestones, deliverables, and key performance indicators (KPIs) to ensure transparency and accountability.

• Address and resolve delivery‑related issues promptly by coordinating with relevant teams to maintain project momentum.

• Ensure strict adherence to compliance standards and regulatory requirements throughout the project lifecycle.

• Manage, analyse, and resolve errors and client complaints effectively, ensuring swift resolution and continuous service improvement.

• Build competency for others on the team.

• Champion continuous improvement initiatives to elevate quality, operational efficiency, and customer satisfaction.

• Assess the impact of technical changes on existing processes and integrate updates into organizational standards and best practices.

• Document AS‑IS and TO‑BE processes.

• Create clear process documentation, guidance notes, and training material to support new and improved processes.

Required Experience and Technical Knowledge

• PMI Certification – minimum of APE. Preferred would be CPC certification.

• Proven experience in pension administration, with a focus on Defined Contribution (DC) and Defined Benefit (DB) schemes.

• Experience of Key Scheme Event processes such as Pension Increases, Renewals, Member Movement Reports, and Valuations.

• Strong knowledge of Midas and Non‑Midas systems.

• Strong analytical and logical reasoning skills, with the ability to interpret complex data and drive insights.

• Hands‑on experience managing small‑scale projects, including planning, coordination, and delivery for a small cohort of staff.

• Background in technical or process improvement teams, contributing to operational enhancements and innovation.

• Demonstrated collaboration with cross‑functional teams, particularly operations and IT, to design and implement effective business solutions.

• Experience supporting testing phases, including User Acceptance Testing (UAT), defect tracking, and validation of system fixes.

Required Skills and Behaviors

• Meticulous and quality‑focused, with a strong commitment to precision and thoroughness.

• Data‑driven problem‑solving capabilities.

• Good written and spoken communication skills.

• Strong command of MS Office tools (especially MS Excel, MS Word, and Outlook).

• Innate drive to streamline operations and improve systems for greater efficiency and effectiveness.

• A critical thinking and problem‑solving mindset, with the ability to assess issues and provide effective solutions.

• Ownership‑driven and business‑outcome‑focused delivery of assigned tasks.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.