SIPP Operations Analyst

JR United Kingdom; Slough; On-site; GBP 28,000 - 38,000; Full time

Job summary

A leading investment platform in London is seeking a SIPP Operations Associate. This role involves managing SIPP tasks, collaborating with various teams, and ensuring compliance with regulatory standards. Ideal candidates will have a background in financial services, strong attention to detail, and the ability to thrive in a fast-paced environment. This is a great opportunity to develop skills in pension operations and improve efficiency.

Qualifications

• Experience in financial services, ideally in pensions or investments.
• Clear communicator with stakeholders.
• Process-focused and adaptable to a fast-paced environment.

Responsibilities

• Handle SIPP tasks such as transfers and tax reclaims.
• Coordinate with the external administrator for timely processing.
• Support reconciliations and maintain regulatory records.

Skills

Attention to detail

Communication

Collaboration

Process focus

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!