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!