SIPP Operations Analyst

JR United Kingdom; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading investment platform in London is seeking a SIPP Operations Associate to join its team. This role involves supporting daily operations for SIPP clients and collaborating with various teams to enhance efficiency and client experience. Ideal candidates should have experience in financial services, strong attention to detail, and excellent communication skills. Knowledge of pension regulations is a plus.

Qualifications

• Experience in financial services, ideally in pensions or investments.
• Quick learner with understanding of complex regulations.
• Experience in a fast-paced, process-focused environment.

Responsibilities

• Support daily processes for SIPP clients.
• Coordinate with external administrators for accurate processing.
• Maintain records in compliance with regulatory standards.

Skills

Attention to detail

Communication

Team collaboration

Adaptability

Job description

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X4 Technology are partnered with a leading investment platform in London who are founded by a renowned entrepreneur. Their platform offers DIY and managed investment portfolio options including Exchange-Traded Funds with unmatched value, choice, insights and automation. As part of ther continued journey, they're offering the opportunity for a SIPP Operations Associate to join their team.

As a SIPP Operations Associate, you’ll support daily processes for their SIPP clients, working closely with the SIPP Operations Manager and their external administrator. This hands-on role offers exposure to pension operations, regulation, and collaboration with Product, Client Experience, and Compliance teams.

Key Requirements of the SIPP Operations Associate include:

• Handle SIPP tasks such as transfers, drawdowns, and tax reclaims.
• Coordinate with the external SIPP administrator to ensure timely, accurate processing.
• Address SIPP queries escalated by Client Services.
• Support reconciliations, data checks, and exception reporting.
• Maintain records in line with regulatory standards.
• Help document and improve internal processes.
• Work with Investment Operations and other teams to enhance efficiency and client experience.

Key Responsibilities of the SIPP Operations Associate include:

• Experience in financial services, ideally in pensions, investments, or operations
• Strong attention to detail and accuracy
• Clear communicator, confident with internal and external stakeholders
• Quick learner, able to understand complex products and regulations
• Adaptable to a fast-paced, changing environment
• Process-focused, with an interest in efficiency and client service
• Collaborative team player
• Nice to have: Knowledge of SIPPs or pension regulations
• Nice to have: Familiarity with FCA and HMRC requirements

If you have the experience required, please apply for immediate consideration!