Responsibilities
:
Supporting and collaborating with internal departments to improve and re-engineer our SIPP and ISA products and services to develop a market-leading offering that ensures compliance with FCA, HMRC, and CASS requirements.
Keep current regarding rules, regulations, and legislation for all SIPP and ISA accounts and provide support with internal guidance as required.
Preparing MI reports on account performance and activity as requested by senior management.
Handling queries related to SIPP & ISA accounts and ensuring excellent client service.
Monitor the performance of the SIPP & ISA offerings and ensure company strategies, objectives and client service levels are consistently met.
Strong focus on strategy, growth, oversight and development.
Skills and Experience:
3+ years’ operational experience in SIPP & ISA
Experience in growing a SIPP business within the financial services sector is preferred.
Experience with brokerage or financial technology (preferred but not essential)
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 stick to deadlines
Working knowledge of Self-Invested Personal Pensions with reference to appropriate experts when the cover falls outside your own experience.
Qualifications:
Degree in relevant field (Economics, Business Management etc.)
Qualification in Pension administration or similar
Location and Hours:
20 Fenchurch Street, London, EC3M 8AF
8 am – 5 pm, Monday – Friday
Benefits:
Career support and development
Salary commensurate with experience
Performance-based discretionary cash bonus scheme
Discretionary stock grant
Group Life Assurance cover
Group Income Protection
Occupation pension scheme based on Gross earnings
Hybrid working model
Above statutory annual leave, increasing with service
We currently offer daily company-paid lunch and healthy snack options throughout the day (when working from the office)
Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants) *
Corporate events
Travel season ticket loans
Cycle to work scheme.
*on successful completion of the probation period
Interactive Brokers is an Equal Opportunity Employer committed to offering employees a diverse, equitable and inclusive workplace.
If you have what it takes to become part of our London office team, please apply today!
Interactive Brokers (UK) values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.
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