Pension Operations Associate

J.P. 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 setting the example by delivering detailed, accurate and effective personal pensions operations tasks including transfers, drawdown and contributions working through the complexities involved with a third-party administrator. You will be able to 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 of people in delivering and expanding our UK offering as part of a motivated and ambitious organisation.

• Deliver personal pension operations functions including transfers, drawdown, and contributions.
• Prioritize and manage workload across multiple work streams.
• 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 contributing 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.