Job Description

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 (Grade 3) plays a key role in managing complex member and client queries, delivering high‑quality calculations, and ensuring compliance with scheme rules and legislation.
The role requires deep technical knowledge of Defined Benefit (DB), Defined Contribution (DC), and Hybrid schemes.

You will support junior colleagues through peer review, coaching, technical guidance, and quality checks.

Role & Responsibilities

Technical Expertise & Case Management

• Handle complex scheme member queries through letters, email, and telephone.
• Develop a thorough understanding of scheme rules, benefits structure and governance.
• Perform complex pensions calculations using automated and manual processes across a wide range of member and scheme events.
• Process work in line with scheme rules, service standards, and internal procedures.

Quality Control & Peer Review

• Conduct peer reviews of calculations and member communications completed by junior team members.
• Ensure high accuracy standards, identify errors, and provide corrective guidance.
• Monitor team progress using MI tools and highlight risks or delays.
• Ensure complaints, errors and omissions are handled per agreed procedures and within timelines.

Client & Operations Manager Support

• Support Client Directors with updates and issue resolution as needed.

• Provide timely updates Operations Managers on delivery status.
• Highlight risks, delays, or operational challenges with transparency.
• Participate in process reviews and contribute to service improvement.
• Support automation initiatives, error‑reduction efforts, and process standardisation.
• Work with managers to enhance Team capability.

• Ensure adherence to SOPs, internal controls, and audit requirements.
• Ensure all colleagues follow compliance, data security, and confidentiality guidelines.

Experience & Qualifications

• Strong knowledge of Scheme types, member calculations, and governing UK pensions legislation.
• Ability to perform and review complex pension calculations with high accuracy.
• Strong analytical thinking, problem‑solving skills and attention to detail.
• Good written and verbal communication skills.
• Ability to coach junior team members and support quality improvement.
• Capability to analyse and improve processes.
• Relevant professional qualification (PMI or equivalent) – desirable

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.