Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support daily processes for SIPP clients and collaborate with various teams.
- Company: Join a leading investment platform founded by a renowned entrepreneur in Central London.
- Benefits: Enjoy a hybrid work model and a competitive salary of up to £35k.
- Why this job: Gain hands-on experience in pension operations and enhance your career in finance.
- Qualifications: Experience in financial services, strong attention to detail, and clear communication skills required.
- Other info: Opportunity to improve internal processes and work in a fast-paced environment.
The predicted salary is between 28000 - 42000 £ per year.
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 their 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.
- Familiarity with FCA and HMRC requirements.
If you have the experience required, please apply for immediate consideration!
Contact Detail:
X4 Technology Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Operations Analyst (London Area)
✨Tip Number 1
Familiarise yourself with the key responsibilities of a SIPP Operations Associate. Understanding tasks like transfers, drawdowns, and tax reclaims will help you speak confidently about your relevant experience during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work with pensions or investments. Engaging with industry contacts can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on current regulations related to SIPPs and pension operations. Demonstrating your knowledge of FCA and HMRC requirements can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you've improved processes in previous roles. Highlighting your process-focused mindset and adaptability to change will resonate well with the hiring team.
We think you need these skills to ace SIPP Operations Analyst (London Area)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the SIPP Operations Associate position. Tailor your application to highlight relevant experience in financial services, particularly in pensions or operations.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles that involved handling SIPP tasks, working with external administrators, or addressing client queries. Use specific examples to demonstrate your attention to detail and communication skills.
Showcase Your Skills: Clearly outline your skills that align with the job description, such as your ability to adapt to fast-paced environments, your process-focused mindset, and your collaborative nature. Mention any familiarity with FCA and HMRC requirements if applicable.
Craft a Strong Cover Letter: Write a compelling cover letter that not only reiterates your qualifications but also expresses your enthusiasm for the role and the company. Make sure to convey how you can contribute to improving internal processes and enhancing client experience.
How to prepare for a job interview at X4 Technology
✨Know Your SIPP Basics
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPPs) and the relevant regulations. Understanding the key concepts will help you answer questions confidently and demonstrate your interest in the role.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past experiences where your accuracy made a difference. Highlighting specific instances will show that you can handle the meticulous nature of SIPP operations.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client queries. Think about how you would approach common issues in SIPP operations and be ready to discuss your thought process.
✨Demonstrate Team Collaboration
As a SIPP Operations Associate, you'll need to work closely with various teams. Be prepared to discuss your experience working in a team environment and how you’ve contributed to improving processes or client experiences in the past.
