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!