Workplace Solutions - Plan Management Associate/Analyst

Location: LEEDS, WEST YORKSHIRE, United Kingdom

Job Family: Client Operations Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to innovation and client success in the workplace solutions space. As a Plan Management Associate/Analyst in our Workplace Solutions team, you will be at the heart of managing retirement and pension plans for corporate clients across the UK. Based in our Leeds office, you will contribute to the daily oversight of client portfolios, ensuring seamless operations that align with our high standards of excellence and regulatory compliance. This role offers the opportunity to work with sophisticated financial products, leveraging JP Morgan's vast resources to deliver value to plan sponsors and participants in a dynamic, client-centric environment. Your primary focus will involve monitoring and administering workplace pension schemes, from contribution processing to performance reporting, while collaborating with investment advisors and operations teams. You will analyze plan data to identify trends, mitigate risks, and recommend enhancements that optimize outcomes for clients. Adhering to UK-specific regulations like those from the Financial Conduct Authority (FCA) and The Pensions Regulator, you will play a key role in maintaining the integrity and efficiency of our services. This position demands a blend of technical acumen and interpersonal skills to build lasting client relationships and support JP Morgan's reputation as a trusted partner in financial planning. Joining JP Morgan Chase means becoming part of a collaborative culture that values diversity, professional growth, and work-life balance. In Leeds, you will benefit from our state-of-the-art facilities and access to global networks, fostering career progression in asset management and client operations. We invest in your development through tailored training and mentorship, empowering you to thrive in the evolving landscape of workplace financial solutions. If you are passionate about the financial services industry and ready to make an impact, this role provides a platform to advance your career while contributing to meaningful client outcomes.

Key Responsibilities

• Manage daily operations for client workplace pension plans, ensuring timely processing and accuracy
• Monitor plan performance metrics and generate reports for clients and internal teams
• Collaborate with cross-functional teams to resolve plan-related issues and implement improvements
• Ensure compliance with UK regulatory standards, including FCA guidelines and pension legislation
• Analyze client data to provide insights on plan health and optimization opportunities
• Facilitate client onboarding and ongoing support for workplace solutions
• Conduct audits and reconciliations of plan assets and contributions
• Develop and maintain strong relationships with plan sponsors and participants
• Support the integration of new technologies for enhanced plan management efficiency
• Contribute to process enhancements to streamline operations within JP Morgan's Workplace Solutions team

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 2 years of experience in financial services, particularly in retirement plan management or client operations
• Strong understanding of workplace pension schemes and regulatory requirements in the UK financial sector
• Proficiency in data analysis tools and financial software used in plan administration
• Excellent communication skills with the ability to interact with clients and internal stakeholders
• Relevant certifications such as CFA Level 1 or Pension Management qualifications
• Experience with compliance and risk management in client-facing roles

Preferred Qualifications

• Advanced degree or MBA in Finance
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of Defined Contribution and Defined Benefit plans
• Familiarity with JP Morgan's proprietary systems for plan management
• Proven track record in client relationship management within the asset management industry

Required Skills

• Proficiency in Microsoft Excel and data visualization tools like Tableau
• Knowledge of financial regulations such as Pensions Act 2004 and Auto-Enrolment rules
• Strong analytical skills for interpreting plan data and trends
• Excellent verbal and written communication for client interactions
• Attention to detail in managing complex financial records
• Project management abilities to handle multiple client plans simultaneously
• Team collaboration and interpersonal skills for cross-departmental work
• Problem-solving expertise in resolving operational discrepancies
• Familiarity with CRM systems and client management software
• Adaptability to evolving financial technologies and industry standards
• Risk assessment and mitigation skills in a regulated environment
• Time management to meet deadlines in a fast-paced setting
• Customer service orientation focused on client satisfaction

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities through JP Morgan's learning programs and tuition reimbursement
• Employee stock purchase plan and other financial wellness perks
• Flexible working arrangements, including hybrid options in Leeds
• Access to global mobility programs and career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.