FTC - Scheme Literature - Assistant Manager

Job Description

Title Scheme Literature - Assistant Manager

Department GPS Marketing & Engagement

Location Gurgaon, India

Reports To Associate Director

Level Assistant Manager - level 4 (FTC - 12 Months)

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world.

About the team

Our Global Workplace Investing (GWI) business delivers investment management services to our corporate pension plan sponsors and their employees, and the GPS Marketing and Engagement (M&E) team are responsible for managing all aspects of communications, content and engagement for prospects, plan sponsors and their members.

About the role

The successful candidate would be responsible for generating all plan/scheme literature and documents. To create scheme specific literature through our automated document production system, fund partner and fund profiles through a semi-automated system. While many documents are based around a standard template, for some larger clients they may be more complex, based around client-specific requirements. The role would include regular liaison with various departments, including GPS Marketing and Engagement, Distribution, Implementations, Technical and Compliance, Investment Propositions and other SMEs. The role would suit a candidate with financial services experience, with Defined Contributions pension knowledge and ideally some document production experience.

Key accountabilities

Templates – day to day maintenance

• Maintain templates ready to be used for production in the document production system.
• These documents include (but not exclusively): Scheme Booklets; KFDs; Your Plan Explained Creating documents
• Use of an automated system to create literature for Schemes and where appropriate manual production of literature through external design agencies. Documents may be produced as printed documents or as PDF documents for web and email distribution.
• Production of KFDs for our Group Personal Pension and Stakeholder Pension Schemes as and when required for new and existing schemes plus the annual update for all required KFDs.
• Maintenance and production of the DC fund partner profiles and fund profiles using a semi-automated system.
• Drafting, proofing and editing drafts and designs to meet agreed brief for tailored communications.
• Liaising with DC Technical, Legal, Compliance and Communications personnel within the Company to ensure accuracy of material. Ensuring compliance under the FCA/PRA regulations and DWP disclosure requirements.

About you

• Ability to take a full brief from the client team, qualify key dates and deliverables and translate these requirements into creative/production briefs to internal colleagues
• Good understanding of pensions generally and specifically, how investment options (eg lifestyle strategy) work
• Strong focus on quality control, accuracy and attention to detail as part of our quality and process control processes
• Experience of working within a regulated financial services environment
• Ability to make a positive impact and have good influencing and stakeholder management skills.
• Show high levels of ability and initiative with information finding and problem solving
• A ‘can do’ attitude and high focus on successful project delivery and completion are a must