SIPP Operations Associate

InvestEngine; London; On-site; GBP 35,000 - 60,000; Full time

Job summary

InvestEngine is seeking a SIPP Operations Associate to support the day-to-day operational processes for their SIPP clients. The candidate will work closely with the SIPP Operations Manager to ensure efficient coordination with external administrators and contribute to various operational tasks. The role is geared towards individuals with a passion for fintech and a strong attention to detail, offering a unique opportunity to grow in the investment management sector.

Benefits

Flexible work environment

Health plans

Pension contributions

Opportunities for professional development

Qualifications

• Some experience in financial services, ideally with exposure to pensions.
• Strong attention to detail.
• Willingness to learn and comfortable with regulatory concepts.

Responsibilities

• Support the processing of SIPP operational tasks.
• Liaise with the external SIPP administrator.
• Respond to escalated SIPP queries.

Skills

Attention to detail

Communication

Process-oriented

Education

Experience in financial services

Job description

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InvestEngine is everything the modern investor should need. Unbeatable value, market leading automation and built for easy, long-term investing centred around ETFs. We’re already one of the fastest growing investment platforms in the UK and have passed £1bn invested.

We’re not just another investment platform — we’re redefining the game with our powerful investing tools designed for everyone, whether you’re just starting or scaling up. Recognised in top industry awards and growing fast (MoneyWeek Readers' Choice Awards Winners - 2024, Nuts About Money, Finder, Forbes).

We’re looking for excellent individuals with a passion for ETFs, fintech and personal finance, who can help us take InvestEngine to the next level.

About the Role

As SIPP Operations Associate, you’ll play a key supporting role within our Investment Operations team. Working closely with the SIPP Operations Manager, you’ll help deliver the day-to-day operational processes that support our SIPP customers and ensure smooth coordination with our external SIPP administrator.

This is a hands-on, varied role that offers exposure to the operational and regulatory aspects of pensions, along with opportunities to work cross-functionally across Product, Client Experience, and Compliance.

Key Responsibilities:

• Support the processing of SIPP operational tasks including transfers in/out, drawdown requests and contribution tax reclaims.
• Liaise with our external SIPP administrator to ensure timely and accurate execution of pension-related processes.
• Respond to SIPP queries escalated from our Client Services team.
• Assist with reconciliations, data quality checks and exception reporting.
• Maintain accurate records and documentation in line with regulatory requirements.
• Help document and refine internal procedures and workflows.
• Collaborate with the wider Investment Operations team and other departments to improve client experience and process efficiency.

Who you are:

• Some experience in financial services, ideally with exposure to pensions, investments, or operational processing.
• Strong attention to detail and commitment to accuracy.
• A clear communicator, comfortable dealing with internal stakeholders and external partners.
• Willing to learn and able to grasp complex regulatory or product concepts.
• Comfortable working in a fast-paced, evolving environment with changing priorities.
• Process-oriented, with an interest in improving efficiency and client experience.
• A team player who enjoys working collaboratively and supporting others.

Nice to have:

• Experience with SIPPs or knowledge of pension regulations.
• Familiarity with FCA and HMRC pension requirements.

What You Can Expect from Us:

• InvestEngine is a small, agile business with fantastic room for growth, both internally and externally. Your opportunity for personal and professional growth and achievement is high, and strong performance is rewarded!
• Our horizontal working structure gives room to develop and make your role your own alongside a passionate team looking to improve the world of investing.
• We provide a flexible environment with "work from anywhere” scheme up to 3 months a year
• Opportunities to attend professional conferences to boost your professional development
• Health plans
• Pension contributions

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Other

Job function

• Job function

  Management and Manufacturing

• Industries

  Investment Management

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