Pension Operations Specialist

1 week ago

London, Greater London, United Kingdom Interactive Brokers Full time
About the Role

We are seeking a highly skilled Pension Operations Specialist to join our team in London. As a key member of our operations team, you will play a crucial role in delivering exceptional client service and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Collaborate with internal departments to improve and re-engineer our SIPP and ISA products and services.
  • Maintain up-to-date knowledge of rules, regulations, and legislation for all SIPP and ISA accounts.
  • Prepare MI reports on account performance and activity as requested by senior management.
  • Handle queries related to SIPP & ISA accounts and provide excellent client service.
  • Monitor the performance of the SIPP & ISA offerings and ensure company strategies, objectives, and client service levels are consistently met.
  • Focus on strategy, growth, oversight, and development.
Requirements

To be successful in this role, you will need:

  • A minimum of 3 years' operational experience in SIPP & ISA.
  • Experience in growing a SIPP business within the financial services sector is preferred.
  • In-depth knowledge of SIPP & ISA regulations, HMRC guidelines, and pension industry best practices.
  • Strong attention to detail and accuracy in record-keeping and data processing.
  • Excellent communication skills, both written and verbal.
  • Proficiency in using relevant software and systems for pension administration.
  • Ability to work collaboratively in a fast-paced, dynamic environment and meet deadlines.
What We Offer

We offer a competitive salary range of £60,000 - £80,000 per annum, depending on experience, plus benefits including:

  • Career support and development opportunities.
  • A discretionary cash bonus scheme.
  • Discretionary stock grant.
  • Group Life Assurance cover.
  • Group Income Protection.
  • An occupation pension scheme based on gross earnings.
  • A hybrid working model.
  • Above statutory annual leave, increasing with service.
  • Daily company-paid lunch and healthy snack options.
  • Access to Private Medical Insurance, Dental Plan, and/or Health Cash Plan.

We are an Equal Opportunity Employer committed to creating a diverse, equitable, and inclusive workplace.

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