Senior Analyst - Financial Specialist

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

Aptia is currently seeking a highly motivated and experienced professional to join our team. You will be responsible for owning the end-to-end delivery process for our clients, ensuring that all aspects of our services are delivered efficiently and effectively.

What can you expect?

• Becoming a part of a high-performance team.
• Gaining strong domain knowledge and becoming a specialist in the Pension Administration Business.
• Taking complete ownership of end-to-end delivery and client ownership.
• Contributing to making a positive difference to the lives of the end customers and exceeding client expectations through strong operational rigor and delivery.
• Being bold in thinking and bringing innovative solutions to any barriers faced.

Key Responsibilities

• Analyse and work with large amount of data and performing relevant tasks required for periodic plan management tasks and issuing member communications.
• Manage and oversee the entire delivery process, from initial client consultation to final delivery and follow-up.
• Coordinate with various departments to ensure that all client requirements are met and that projects are delivered on time.
• Serve as the primary point of contact for clients, maintaining strong relationships and ensuring high levels of satisfaction.
• Identify opportunities for process improvement and implement strategies to enhance delivery efficiency and quality.
• Monitor project progress and provide effective and accurate reporting of key metrics
• Handle any issues or challenges that arise during the delivery process, working closely with clients and teams to resolve them promptly.
• Ensuring that all compliance and regulatory requirements are met and maintained.

Through the first 3-6 months, you will be provided adequate training and will be actively supported by your peers to help understand the ways of working.

What is in it for you?

• The company provides Group Medical Cover coverage to colleagues and their dependent family members.
• Colleagues are also eligible for 10 Public holidays along with 18 earned leaves, 7 sick leaves, and 8 casual leaves in a calendar year. *Leave policies change based on base location.
• Blended work profile – A blend of work from home and office opportunities in line with the business approved policies
• A dynamic business environment with immense learning opportunities within this niche domain. Quick thinking and decision making will be put to test each day.

Qualifications:

• Strong command of MS Office tools (especially MS-Excel, MS-Word, Outlook). (Must have)
• Excellent communication and interpersonal skills, with the ability to build and maintain positive relationships with clients and team members.
• Strong organizational and time-management skills, with the ability to manage multiple projects simultaneously.
• A problem-solving mindset, with the ability to think critically and provide effective solutions.
• A degree in business administration, management, or a related field.

Your candidature will stand out if:

• Strong analytical and problem-solving skills
• Ability to work with large quantities of data
• Strong ability to plan and manage numerous processes, people and priorities simultaneously
• Proven experience in a similar role, with a strong focus on client delivery and project management

A great place to work.

We’re an ambitious company with an enthusiasm for innovation, specialism, and collaboration.

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.