Pensions Tech Specialist: SIPP & Regulation

interactive investor

Manchester

Hybrid

GBP 45,000 - 55,000

Full time

14 days+
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Benefits offered by this job

Group Pension Plan
Life Assurance
Private Medical Insurance
25 Days Annual Leave
Staff Discounts
Wellbeing Fund
Retail Discounts
Voluntary Flexible Benefits

Job summary

interactive investor is seeking a Technical Specialist - Pensions to lead pensions expertise across the SIPP offering, ensuring regulatory alignment and effective governance. You will coach Trainee Specialists and communicate key regulatory messages across the business to maintain a competitive, compliant pension proposition.

Reporting to the Technical Team Manager - Pensions, you’ll interpret pension rules, assess impact of changes, and collaborate with the Pensions Product team to keep the ii

Qualifications

  • Proven experience in the pensions industry, particularly SIPP, from a technical background.
  • Good communication skills to explain complex pension topics at all levels.
  • Knowledge of HMRC processes, reporting and income tax.
  • Experience in coaching or mentoring colleagues would be beneficial.
  • Familiarity with the regulatory landscape in financial services.
  • Experience with pension transfers would be beneficial.

Responsibilities

  • Company-wide subject matter expert on pensions (including drawdown and transfers).
  • Oversight of operational processes from a technical perspective.
  • Responsible for analysis and impact assessment relating to pension changes in legislation and regulations.
  • Key escalation point for technical pension queries.
  • Point of contact liaising with HMRC when required.
  • Working with the Pensions Product team to shape the ii offering and ensure a competitive edge.
  • Building and maintaining strong working relationships through excellent communication.
  • Translate industry best practices into improvements within the operational teams.
  • Supporting the Pensions and Transfers Operation Managers in changes to procedures and practices for governance.
  • Coaching and support of Trainee Technical Specialists – Pensions.
  • Maintain up-to-date knowledge of pension legislation and regulations across the team.

Skills

Pensions expert
SIPP specialist
Regulatory knowledge
HMRC knowledge
Drawdown & transfers
Regulatory changes
Coaching & mentoring
Communication
Process improvement
Governance

Job description

interactive investor is seeking a Technical Specialist - Pensions to lead pensions expertise across the SIPP offering, ensuring regulatory alignment and effective governance. You will coach Trainee Specialists and communicate key regulatory messages across the business to maintain a competitive, compliant pension proposition.

Reporting to the Technical Team Manager - Pensions, you’ll interpret pension rules, assess impact of changes, and collaborate with the Pensions Product team to keep the ii

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