About the role

About Aptia
Aptia Group is one of the largest defined benefits & pension administration platforms in the UK & US.
Aptia India will provide & deliver client centric services to the business globally. More on Aptia
Job Description
Company Aptia India
Position/ Title Lead Specialist – (Grade 3)
Profile Specifics
Department Pension Administration
Location Pune/Mumbai/Gurgaon
Role Overview

The Lead Specialist (Grade 3) plays a key role in managing complex member
and client queries, delivering highquality 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, errorreduction 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.

Internal
Only

Last Updated on – 29/03/2026
 Ability to perform and review complex pension calculations with high
accuracy.
 Strong analytical thinking, problemsolving 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.

Reporting To Operations Manager