SIPP Benefits & Pension Process Specialist

Fidelity International; Kingswood; On-site; GBP 45,000 - 58,000; Full time

Job summary

Fidelity International is seeking a Process Specialist for Retail Pension Benefits within the SIPP Benefits hub. You will manage daily workloads, address queries, and escalate issues to ensure accurate processing of pension-related tasks.

The role requires SIPP/DC/DB administration experience, solid HMRC rule knowledge, and familiarity with Excel, PowerPoint and Outlook. Collaboration across UK and international teams supports policy updates and client outcomes.

Qualifications

• Proven SIPP/DC/DB administration experience.
• Excellent knowledge of HMRC rules governing pension transfers and benefits.
• IOC1 MiFID II qualification; FA2 desirable and relevant.

Responsibilities

• Manage daily workloads and address queries, including escalations.
• Ensure accuracy and data quality in process reporting and records.
• Maintain and update team procedures, process flows, and quick guides.
• Collaborate across teams to resolve client operational queries.
• Contribute ideas to projects improving processes and customer experience.

Skills

SIPP administration

Pension transfers rules

Excel

PowerPoint

Outlook

Attention to detail

Education

IOC1 Qualification in MiFID II

FA2 Qualification desirable

Tools

Excel

Job description

Fidelity International is seeking a Process Specialist for Retail Pension Benefits within the SIPP Benefits hub. You will manage daily workloads, address queries, and escalate issues to ensure accurate processing of pension-related tasks.

The role requires SIPP/DC/DB administration experience, solid HMRC rule knowledge, and familiarity with Excel, PowerPoint and Outlook. Collaboration across UK and international teams supports policy updates and client outcomes.