As a Pension Transfer Specialist, you will be part of the Pension Transfer Team who are responsible for managing a variety of Pension Operations functions such as Transfers, Drawdown and Pension Contributions. 

You will responsible for understanding and processing the end to end transfer journey for customers in addition to ensuring an excellence experience for the customers submitting transfers. You’ll also be expected to make significant contributions towards changing and improving processes whilst taking initiative to drive forward your own career and development.

Job responsibilities:

Manages a variety of Pension Operations functions such as Transfers, Drawdown and Pension Contributions Understands and processes the end to end transfer journey for customers in addition to ensuring an excellence experience for the customers submitting transfers Makes significant contributions towards changing and improving processes whilst taking initiative to drive forward your own career and development.

Required qualifications, capabilities, and skills:

A good understanding of the technical aspects of transferring assets between providers, with Subject Matter Expert experience of transfer systems specifically Origo Familiar with using CRM systems such as Salesforce Excellent organisational skills, able to manage and prioritise own workload across multiple workstreams passionate about 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

Preferred qualifications, capabilities and skills:

Financial Services Operations Management experience Pension administrative knowledge and experience Good Microsoft office skills, specifically Excel

Who we are:

Nutmeg 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. Launched in September 2012, Nutmeg now manages over £4.5bn on behalf of over 200,000 clients who have sought the powerful combination of an easy-to-use, adaptable investment service and market-leading human advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase’s digital bank in the UK.

At a time when people are seeking the closer relationship with money that technology can provide, Nutmeg:

Has a team of over 300 employees Offers award winning stocks and shares ISA, Junior ISAs and Lifetime ISAs, as well as a personal pensions and general investment accounts Provides financial planning and advice alongside our award winning client services team Flexible approach to working hours 3 days in office expectation