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Document Specialist Manager - Project Tahoe
5-10 years
Gurgaon / Gurugram
1 vacancy
Document Specialist Manager - Project Tahoe
Fidelity International
posted 11hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Maintain templates ready to be used for production in the document production system.
- These documents include (but not exclusively): Scheme Booklets; KFDs; Your Plan Explained
- Use of an automated system to create literature for Schemes and where appropriate manual production of literature through external design agencies. Documents may be produced as printed documents or as PDF documents for web and email distribution.
- Production of KFDs for our Group Personal Pension and Stakeholder Pension Schemes as and when required for new and existing schemes plus the annual update for all required KFDs.
- Maintenance and production of the DC fund partner profiles and fund profiles using a semi-automated system.
- Drafting, proofing and editing drafts and designs to meet agreed brief for tailored communications.
- Liaising with DC Technical, Legal, Compliance and Communications personnel within the Company to ensure accuracy of material. Ensuring compliance under the FCA/PRA regulations and DWP disclosure requirements.
- Design and develop scheme literature templates, as required from the above
- Brief the mailing house and project along with the key stakeholders around publishing timelines
- Strong focus on cost and quality controls ensuring ongoing audit of all documents (live or redundant)
- Ability to take a full brief from the client team, qualify key dates and deliverables and translate these requirements into creative/production briefs to internal colleagues
- Good understanding of pensions generally and specifically, how investment options (eg lifestyle strategy) work
- Strong focus on quality control, accuracy and attention to detail as part of our quality and process control processes
- Experience of working within a regulated financial services environment
- Ability to make a positive impact and have good influencing and stakeholder management skills.
- Show high levels of ability and initiative with information finding and problem solving
- A can do attitude and high focus on successful project delivery and completion are a mus
Employment Type: Full Time, Permanent
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