SIPP Operations Analyst

ZipRecruiter; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading investment platform in London is looking for a SIPP Operations Associate to support daily processes for SIPP clients in a hybrid role. You will be involved with processing tasks like transfers and tax reclaims while ensuring compliance with regulatory standards. The ideal candidate will have experience in financial services, attention to detail, and the ability to work collaboratively in a fast-paced environment.

Qualifications

• Experience required in pensions, investments, or operations.
• Knowledge of SIPPs or pension regulations is a nice to have.
• Familiarity with FCA and HMRC requirements is also a plus.

Responsibilities

• Handle SIPP tasks like transfers and drawdowns.
• Coordinate with external administrators for timely processing.
• Support reconciliations and maintain regulatory records.

Skills

Attention to detail

Clear communication

Collaborative team player

Process-focused

Quick learner

Education

Experience in financial services

Job description

Job Description

Role: SIPP Operations Associate

Location: Central London, hybrid

Base Salary: up to £35k DOE

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!