Scheme Business Rules Information Management Analyst

  • Salary: Negotiable
  • Location: Kingswood, England, United Kingdom
  • Job Type: Full time
  • Company: Fidelity International

Business Analyst (SRBA) will work closely with Client Administration Manager (CAM) and all applicable internal partners to ensure that the client's changes to their Scheme rules are accurately updated, collected, stored, and integrated within KiM to support FIL WI Operations and WI PSC. The SRBA will provide specific controls to the rules within KiM to eliminate risk of incorrect changes and the associated errors.

Department Description

Fidelity is delivering a multi-year strategic investment programme in its UK business driven by the objective of placing the customer at the heart of the business, improving the customer experience, developing new products and services, enhancing efficiency and reducing costs. Alongside this programme, the business continues to respond to the changing UK regulatory environment, strengthen controls and simplify the operating model

The UK and Global WI Operations Strategy team is responsible for coordinating launch readiness, new process design and management, and stakeholder communication of all initiatives impacting the Global WI Operations frontline and back office teams. The team maximize external and internal adoption and usage and minimize resistance. Working with stakeholders to drive fast adoption, higher ultimate utilisation and proficiency with the changes that impact Operational teams. This should increase benefit realisation, value creation, ROI and the achievement of results and outcomes. These initiatives will be measured and supported by the team until completed and successfully deployed to the Operational teams. Globally there are a mix of in house and outsourced operational functions, you will work with the Head of WI Operations to ensure a globally recognisable best in class offering is achieved, constantly reviewing the suitability of the various solution options all fully grounded in a strong adherence to local regulatory regimes.

Purpose of your role

The Scheme Business Rules Information Management Analyst (SRBA) will work with in the current areas of the Knowledge information Management System (KiM) where these scheme rules are stored today (2019), and in a future state wherever the Scheme rules are stored (future platform technologies).

Business Analyst (SRBA) will work closely with Client Administration Manager (CAM) and all applicable internal partners to ensure that the client's changes to their Scheme rules are accurately updated, collected, stored, and integrated within KiM to support FIL WI Operations and WI PSC. The SRBA will provide specific controls to the rules within KiM to eliminate risk of incorrect changes and the associated errors.

The SRBA will provide reporting and monitoring to enable the proper execution of the updated KiM Scheme process. Additionally, the SRBA will also build strong working relationships with the CAM and impacted stakeholders (Phones, Technology, etc.) to coordinate updates to the Scheme rules for the most efficient operational processing and optimal customer experience. A key goal of this role is to re-affirm to the client the complete trust they have in the way Fidelity is processing their plan rules via the current central trusted document source for Schemes: KiM.

Principle duties:

As a WI Operations SRBA you will be responsible for:

Scheme based rules governance:

  • Manages updates for all scheme based rules.
  • Maintains updates of KiM pages
  • Creates consistency across rules within KiM in line with product definitions (e.g. future PADU program).
  • Controls changes and creates process for exceptions of bespoke plans within KiM updates.
  • Ensures all stakeholders benefit from updates and new KiM design.
  • Manages clean-up of all past plans within KiM currently.
  • Set-up new KiM page for the Scheme rules working with Implementation and CAM team.

Track, Archive, Monitor, Report, and coordinate:

  • Assumes a monitoring and coordination role to gather and maintain the inventory of Plan Documents -Schemes, and their annual updates from clients. This includes working with CAM's and clients as part of the CAM annual goals.
  • Collects changes from CAMS provided by clients.
  • Report on gathering progress of Scheme updates.
  • Report on trends and themes across all changes of Scheme rules related to KiM procedures.
  • Stores updates from clients in Plan Viewer where needed.

Training, Communication, and Facilitation of Kim Rules Knowledge:

  • Leads the training efforts of specific KiM rule updates at a Scheme level as changes occur.
  • Coordinates communicates changes of themes and updates at an all Scheme level.
  • Responsible for ensuring that programs exist for stakeholders receive and integrate KiM changes into processes.
  • Coaches and mentor's others responsible for integrating KiM changes in their items.

Your skills and experience

  • Solid understanding of UK Pension and regulations; demonstrates the ability to review, understand, and interpret detailed plan documentation for plan to plan comparison, connected processes, and product conformity.
  • Superior communication and writing skills, as well as the ability to ask critical, incisive questions, writes clearly and correctly, tailoring content and form of message to audience.
  • Strong analytic and organization skills. Especially strong influence, leadership, prioritization, adaptability, and multi-tasking skills.
  • Experience working in collaborative partnerships, with the ability to interface effectively within and across organizations in a multi-site environment.
  • Participate in the Quality Management Process, identifying opportunities for improvement.
  • Preferred Bachelor's Degree and extensive experience in 2 of the following 3 areas; UK DC operations, project management and/or client management, training/document specialist.

Great minds, better together.

Fidelity International is an equal opportunities employer and is commited to a policy of treating all its employees and job applications equally.