At a Glance
- Tasks: Manage SIPP benefits processes and resolve client queries with precision.
- Company: Join a forward-thinking team at a leading retirement solutions provider.
- Benefits: Comprehensive benefits package, flexible working, and support for your development.
- Other info: Dynamic work environment with opportunities for career growth and collaboration.
- Why this job: Make a real impact in the growing pension sector while enhancing client experiences.
- Qualifications: Experience in SIPP administration and strong knowledge of HMRC rules required.
The predicted salary is between 29700 - 36300 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 01 October 2026
- Department: Retirements Capability - SIPP Benefits
- Location: Kingswood
- Reports To: Manager/Senior Manager
- Level: Grade 3
Introduction
We share a commitment to making things better for clients and each other. We continually explore new technology and different ways of working to put our clients first. So bring your boldest ideas to our Retail Pension Operations SIPP Hub Benefits team and feel like you’re making progress.
About your team
The Retail SIPP Benefits team plays a pivotal role in managing the rapid growth of our SIPP product within the business. The UK Benefits team handles complex elements of SIPP administration tasks, such as processing Pension Sharing Orders for Divorce cases, QROPS (Overseas) Transfers, Benefit Calculations and Payments, Payroll Management, Online exception processes, and Customer Contact tasks aimed at addressing NIGO queries directly with PI, Wealth, and advised clients.
About your role
- Ability to effectively manage daily workloads, address queries, and handle escalated or complaint cases
- In-depth understanding of SIPP Benefits Processes in both UK and India roles
- Skillful management of technical or complex client instructions to ensure optimal client outcomes
- Oversight of process risks and adherence to reporting and data quality rules related to owned processes
- Maintenance and updating of team procedures, process flows, and quick guides following process changes or improvements
- Consistent and significant contribution to the team’s daily targets through timely, proactive, and high-quality client services
- Appropriate escalation of issues to management, especially those posing regulatory, reputational, or financial risks
- Direct contact with clients and internal stakeholders to proactively resolve any outstanding operational queries
- Collaboration within and across teams to identify and address common themes for enhancing overall processes and customer experience
- Generation of ideas and active participation in projects contributing to the team's overall success
About you
- Proven SIPP/DC/DB administration experience
- Excellent knowledge of HMRC rules which govern pension transfers and benefit payments
- IOC1 Qualification in line with MiFID II K&C Role classification. FA2 Qualification desirable
- Ability to complete multiple tasks against tight deadlines
- Accuracy and attention to detail in all aspects of service delivery, documentation and reporting
- Confidence to question internal processes and encourage improvement
- Numerate and computer literate (Excel, Word, PowerPoint & Outlook)
- Prior experience in a Phones or Customer Services based role would be helpful
- Comfortable working with people and teams across the business & geographies
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
Retail Pension Process Specialist employer: Fidelity International
At our London office, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Equity Research Analysts to thrive. With a strong emphasis on employee development, we offer comprehensive benefits and flexible working arrangements, ensuring that you can balance your professional and personal life while contributing to meaningful investment decisions. Join us to be part of a dynamic team where your insights are valued and your growth is prioritized.
StudySmarter Expert Advice🤫
We think this is how you could land Retail Pension Process Specialist
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Fidelity International. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Fidelity International.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Fidelity International. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Retail Pension Process Specialist
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Fidelity International and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Fidelity International how you can be a team player!
How to prepare for a job interview at Fidelity International
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Fidelity International.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Fidelity International's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
