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- Tasks: Manage personal pension operations like transfers and contributions while ensuring excellent customer experiences.
- Company: Join a leading investment firm focused on innovation and client success.
- Benefits: Gain leadership skills, work in a dynamic environment, and enjoy career growth opportunities.
- Why this job: Be part of a transformative team that shapes the future of pensions in the UK.
- Qualifications: Understanding of pension processes and strong communication skills are essential.
- Other info: Collaborative culture with a focus on personal development and impactful solutions.
The predicted salary is between 36000 - 60000 £ per year.
Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.
As an Associate within our Pensions Operations team, you will play a crucial role in delivering detailed, accurate and effective personal pensions operations tasks including transfers, drawdown and contributions while working through the complexities involved with a third-party administrator. You will adopt supervisory roles supporting the team lead in delivering for our clients and enabling client service and advice teams. This role demands strong emotional intelligence, the ability to learn and adapt quickly, and operate effectively during periods of uncertainty.
This role offers the opportunity to apply your experience in personal or DC pensions and develop your leadership skills while driving impactful solutions for our clients. You will join at the start of a period of significant change as we design and adopt a new operating model, broadening the scope and size of the Pensions Operations team. This is a unique opportunity to help build an effective team in delivering and expanding our UK offering as part of a motivated and ambitious organisation.
Job responsibilities:- Deliver personal pension operations functions including transfers, drawdown, and contributions.
- Prioritise and manage workload across multiple workstreams.
- Ensure an excellent experience for customers.
- Collaborate with client services and advice teams to improve understanding and maximise efficiency.
- Identify and drive the delivery of technical, practical or process fixes to improve day-to-day efficiency.
- Support the implementation of change initiatives to develop our offering and enhance service delivery.
- Ensure compliance with regulatory requirements and company policies.
- Demonstrable understanding of DC or personal pension transfer, contributions and drawdown processes.
- Familiarity with CRM systems ideally Salesforce.
- Ability to work effectively within a team and contribute to a culture of collaboration and innovation.
- Self-starter with the ability to complete tasks independently and demonstrated ability to use independent judgment in decision-making with a strong attention to detail.
- Strong communication and stakeholder management skills.
- Curiosity and will to succeed.
- Able to work in the office on a full-time basis.
- Basic understanding of business risk and the role of controls.
- Experience supervising other team members.
- Proficiency in Microsoft Office, especially Excel.
- Experience supporting process improvement initiatives.
- Previous experience in customer service or client-facing roles.
Pension Operations Associate in London employer: Jpmorgan Chase & Co.
Contact Detail:
Jpmorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Operations Associate in London
✨Tip Number 1
Network like a pro! Reach out to people in the pensions industry, especially those at Morgan Personal Investing. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of DC pensions and personal pension operations. Be ready to discuss how you've tackled complex tasks in the past – they love a good story!
✨Tip Number 3
Show off your emotional intelligence! During interviews, demonstrate how you handle uncertainty and adapt to change. They want to see that you can keep your cool and lead when things get tricky.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team and contributing to their ambitious goals.
We think you need these skills to ace Pension Operations Associate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Pension Operations Associate role. Highlight your understanding of DC or personal pension processes, and don’t forget to mention any relevant experience with CRM systems like Salesforce.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your emotional intelligence and adaptability. Share specific examples of how you've tackled challenges in previous roles, especially in customer service or team collaboration.
Showcase Your Team Spirit: We love a good team player! In your application, emphasise your ability to work effectively within a team and contribute to a culture of collaboration. Mention any supervisory experience you have, as it’s a great way to demonstrate your leadership potential.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our motivated and ambitious organisation!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of DC and personal pension processes, especially transfers, drawdown, and contributions. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also handle the complexities involved.
✨Show Off Your Team Spirit
This role is all about collaboration, so be ready to share examples of how you've worked effectively within a team. Highlight any experiences where you've supported others or contributed to a culture of innovation, as this will resonate well with the interviewers.
✨Demonstrate Your Problem-Solving Skills
Prepare to discuss specific instances where you've identified and implemented process improvements. This could be anything from streamlining a task to enhancing customer service. Showing that you can drive efficiency will set you apart from other candidates.
✨Be Ready for Change
Since the company is undergoing significant changes, it’s important to express your adaptability. Share examples of how you've successfully navigated uncertainty in previous roles, and emphasise your curiosity and willingness to learn new things.
