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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
Subject Matter Expert
Salary Area Job Ref Consultant Sector
competitive + benefits West Midlands AL769 Angela Liscombe Pensions


Subject Matter Expert – Pensions IT

Birmingham (our ref AL769)

Competitive salary + generous benefits



My client, the market leading supplier of administration and illustration systems to the UK specialist pension industry (SIPP and SSAS), and is looking for a Subject Matter Expert to deliver business requirements through the production of user stories for our development teams.

The role requires an individual who has a working knowledge of the lifetime savings market specifically in relation to pensions, and either a Business Analyst or Pensions Administration background. You will have responsibility for writing the business requirements for their software product covering customer-driven requirements alongside regulatory and industry-initiated developments.

The individual must be confident and able to take initiative in a client-and delivery-focused environment and be independent, self-directing and have a delivery focused working style.

The role:

  • Understand the customer/user base and their product requirements
  • Understand legislation-driven product requirements
  • Define user stories and acceptance criteria
  • Participate in backlog refinement sessions to guide the teams towards solutions that meet customer/legislative requirements
  • Maintain product level backlogs
  • Work within the SCRUM teams in a cross functional environment
  • Work with other members of your team to iteratively improve working practices

Core Skills Required:

  • A background in pensions administration or Business Analyst preferred, although consideration will be given to applicants who have worked within financial services/wealth management and legal compliance within finance
  • Excellent written communication skills with experience writing comprehensive, clear, well-structured documentation
  • Excellent verbal communication skills to a range of stakeholders
  • Ability to define a problem and assist in solution identification


Part of this role will involve occasionally working outside of normal working hours to ensure business continuity. Based predominantly in Birmingham and occasionally in Nuneaton.

In addition to a competitive salary, there is an above market benefits package.  This includes:

  • 25 days holiday plus up to 5 additional service days and bank holidays
  • Pension Plan - like for like contributions from the company of up to 4% of salary (on successful completion of probationary period)
  • Death In Service (life cover) of 4 x salary
  • Private Medical Insurance (after 12 months service)
  • Childcare Vouchers Scheme
  • Complimentary refreshments and snacks

If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.

 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.