Financial Technical Lead - Equiniti : Job Details

Business Function / Department MyCSP

Job Title Financial Technical Lead

Reporting to (Job Title) Financial Analyst

Date April 2025

Equiniti

Equiniti (known as EQ) is a FTSE 250 company and a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. We have 1,700 clients, make £160 billion worth of payments through our systems every year, hold records for 70 million shareholders, look after pension schemes for 8 million pension scheme members, and provide services which touch 28 million customers. Over a third of the UK population has dealt with EQ at some point during their lives.

We are a company that has been built with strong values at the very core of our offering. Dealing with some of the most successful companies and government agencies in the UK, excellence, integrity, professionalism, partnership, commercial and innovation are therefore at the heart of everything we do. We employ c.5000 people in the UK, India and the US and the average length of service of our employees is 12 years.

There are four business divisions which comprise the EQ business (EQ Boardroom, EQ Paymaster, EQ Digital and EQ by Equiniti) supported by our Group Functions. Our strategy is aimed at driving pace and growth with a strong focus on further investment in our people and leadership.

MyCSP

MyCSP operates the Civil Service Pension Scheme, regulated administration covering pension schemes, annuities and related products. Our activities are often mission-critical to our client (Cabinet Office) but not core to their organisations and cover administration, software provision and payments.

Scope

We are looking to appoint a Financial Technical Lead within the Scheme Finance Team in Payments. This role will provide an opportunity for the successful candidate to further develop their career, supporting a team of Pensions Administrators specialising in payment recovery.

My Role

The Financial Technical Lead will provide expert knowledge on a broad range of complex and department and client requirement. The primary objective of this role is to ensure payment recovery is managed effectively in line with agreed procedure and that reconciliation and reporting between key stakeholders is carried out effectively.

The Financial Technical Lead will also be responsible for providing technical guidance conducting training, analysis and delivering on the job training to pension administrators.

A financial qualification is preferred, but not essential, strong communication and relationship building are key to the role, as you will act as a key contact to both internal and external stakeholders.

Core Duties/Responsibilities

• Provide administration service to customers, working to agreed targets
• Resolving complex (sometimes confidential) customer enquiries
• Drafting of non-standard correspondence in response to customer enquiries.
• Collating and analysing data and produces routine reports
• Performing and issuing pension calculations including manual calculations
• Provision of technical guidance to other team members
• To complete / check casework and provide feedback
• Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service
• Provide on-the-job coaching to department colleagues
• Attend client meetings where necessary
• Monitor daily work position and reallocate work as required
• Carry out projects and ad-hoc activities as determined by the Financial Analyst

Skills, Capabilities and Attributes

• Previous pensions experience is essential
• Good legislative and technical knowledge
• Excellent attention to detail and capable of following defined processes and procedures
• Strong communication skills
• The desire to deliver exceptional customer service
• Proven track record of quality, timely delivery
• The ability to develop positive and productive working relationships
• Computer literate with a willingness to learn a variety of systems
• Strong numeracy and literacy skills

What We Offer (MyCSP)

• Save For Your Future - MyCSP Pension Plan; MyCSP matches your pension contributions up to 10%.
• Dividend & Performance Bonus - As employee partners own 25% of MyCSP there is a possibility of annual dividend as well as a performance related bonuses.
• Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
• Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
• Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
• Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
• Learning & Development - Investment in LinkedIn Learning for all colleagues.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks