Retail SIPP Benefits Process Specialist

Fidelity International; Tadworth; On-site; GBP 32,000 - 46,000; Full time

Job summary

Fidelity International is seeking a Retail Pension Benefits - Process Specialist to support the SIPP Benefits hub in Kingswood. The role focuses on accurate SIPP administration, handling complex client instructions, and ensuring regulatory compliance.

You will collaborate with UK and India teams to deliver timely client service and maintain data quality. The ideal candidate has SIPP/DC/DB experience, HMRC knowledge, and MI/FID II qualifications.

Qualifications

• SIPP/DC/DB administration experience.
• Knowledge of HMRC rules governing pension transfers and benefit payments.
• IOC1 Qualification aligned with MiFID II K&C role.
• Ability to multitask against tight deadlines.
• Attention to accuracy in service delivery and reporting.
• Confidence to question processes and drive improvements.
• Proficient with MS Office (Excel, Word, PowerPoint, Outlook).
• Customer services experience is a plus.

Responsibilities

• Manage daily workloads and respond to queries and escalations.
• Understand SIPP Benefits processes for UK and India teams.
• Handle complex client instructions to ensure optimal outcomes.
• Oversee process risks and data quality in owned processes.
• Update team procedures and guides after changes.
• Contribute to achieving daily targets with high-quality service.
• Escalate regulatory/reputational/financial risks when needed.
• Collaborate across teams to improve processes and CX.

Skills

SIPP administration

Data accuracy

Client service

MiFID II IOC1

Multitasking

Education

IOC1 Qualification

FA2 Qualification desirable

Tools

Excel

PowerPoint

Outlook

Word

Job description

Fidelity International is seeking a Retail Pension Benefits - Process Specialist to support the SIPP Benefits hub in Kingswood. The role focuses on accurate SIPP administration, handling complex client instructions, and ensuring regulatory compliance.

You will collaborate with UK and India teams to deliver timely client service and maintain data quality. The ideal candidate has SIPP/DC/DB experience, HMRC knowledge, and MI/FID II qualifications.