SIPP Operations Associate
London
Must have SIPP’s experience
This role will not sponsor
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.
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.