SIPP Operations Associate

JR United Kingdom; Slough; On-site; GBP 28,000 - 35,000; Full time

Job summary

A leading company in the financial services sector is seeking a SIPP Operations Associate to support the Investment Operations team. The role involves managing SIPP processes, collaborating with clients and external partners, and enhancing operational efficiency. Ideal candidates will have some financial services experience, a keen eye for detail, and the ability to thrive in a dynamic environment.

Qualifications

• Some experience in financial services, ideally with exposure to pensions.
• Strong attention to detail and commitment to accuracy.
• A clear communicator, able to deal with stakeholders.

Responsibilities

• Support the processing of SIPP operational tasks including transfers and contributions.
• Liaise with external SIPP administrator for accurate execution of processes.
• Respond to SIPP queries escalated from Client Services.

Skills

Attention to detail

Communication

Process-oriented

Team player

Job description

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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.

About You

• 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.

Desirable (but not essential)

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