Pension Operations Manager
1 week ago
We are seeking a highly skilled Pension Transfer Specialist to join our team at Nutmeg Saving and Investment Limited. This is an exciting opportunity to work in a dynamic environment, where you will play a crucial role in managing pension operations functions.
Job DescriptionAs a Pension Transfer Specialist, you will be responsible for understanding and processing the end-to-end transfer journey for customers. Your primary focus will be on ensuring an excellent experience for customers submitting transfers, while also making significant contributions towards changing and improving processes.
You will manage a variety of pension operations functions, including transfers, drawdown, and pension contributions. Your responsibilities will include:
- Managing pension operations functions such as transfers, drawdown, and pension contributions
- Understanding and processing the end-to-end transfer journey for customers, ensuring an excellent experience
- Making significant contributions towards changing and improving processes
To succeed in this role, you will need:
- A good understanding of the technical aspects of transferring assets between providers, with subject matter expert experience of transfer systems specifically Origo
- Familiarity with using CRM systems such as Salesforce
- Excellent organisational skills, able to manage and prioritise your own workload across multiple workstreams
- Passion for delivering a seamless end-to-end customer experience, creating multiple contact points along the way and ensuring that client queries and requests are managed in line with quality and service standards
- Ability to engage in debate on customer experience and a genuine desire to help customers
We offer a range of benefits, including:
- Flexible working hours with a 3-day office expectation
- Opportunities for career development and growth
- A competitive salary, estimated to be around £45,000 - £55,000 per annum, depending on location and experience
Nutmeg Saving and Investment Limited is the UK's largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. We have a team of over 300 employees and offer award-winning stocks and shares ISA, Junior ISAs, and Lifetime ISAs, as well as personal pensions and general investment accounts.
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