SIPP & ISA Operations Specialist

3 weeks ago


London, Greater London, United Kingdom Interactive Brokers Full time

Position Title: SIPP & ISA Product and Service Specialist

Company: Interactive Brokers (UK)

Key Responsibilities:

  • Work closely with various internal teams to improve SIPP and ISA offerings
  • Ensure adherence to FCA, HMRC, and CASS standards
  • Keep abreast of industry regulations and legislative changes
  • Generate management information reports on account performance
  • Address client inquiries and deliver exceptional service
  • Oversee SIPP & ISA performance and uphold company strategies
  • Emphasize strategic planning, growth, oversight, and development

Required Skills and Experience:

  • Minimum of 3 years' experience in SIPP & ISA operations
  • Familiarity with SIPP & ISA regulations and HMRC requirements
  • Excellent attention to detail and communication abilities
  • Proficient in pension administration software
  • Capable of collaborative work and meeting deadlines

Educational Qualifications:

  • Degree in a relevant discipline
  • Certification in Pension administration or equivalent

Work Environment:

London, UK

Standard working hours: 8 am – 5 pm, Monday – Friday

Employee Benefits:

  • Support for career advancement and development
  • Competitive remuneration package
  • Bonus scheme based on performance
  • Life Assurance coverage
  • Pension plan
  • Hybrid working arrangement
  • Generous annual leave policy
  • Company-sponsored meals and snacks
  • Access to Medical Insurance and additional perks

Interactive Brokers (UK) values diversity and inclusion within the workplace.



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