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- Tasks: Join a dynamic team to oversee and enhance SIPP operations in the UK.
- Company: Global financial services leader with a focus on innovation and technology.
- Benefits: Competitive salary, performance bonuses, daily lunches, and health plans.
- Why this job: Make a real impact in the financial sector while developing your career.
- Qualifications: 10+ years in SIPP or pension services with strong communication skills.
- Other info: Hybrid working model in a vibrant London office with excellent growth opportunities.
The predicted salary is between 43200 - 72000 £ per year.
Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron’s has recognized Interactive Brokers as the online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
Interactive Brokers (\”IBKR\”) is looking for an individual to support IBUK\’s expansion of UK specific financial services offering. This is an exciting opportunity to join a growing company and contribute to its further development, by directly supporting a key new business initiative to add a SIPP account to our UK offering. You will join a small team based in the UK, reporting directly to the COO, and working alongside a global team. The successful candidate will join the board of the corporate trustee of the new SIPP scheme and will have key responsibilities in relation to the oversight of the SIPP, ensuring compliance with regulations and acting in the best interests of the SIPP members.
The candidate should possess general market knowledge in pension products and extensive expertise in SIPP operations, including Trustee management and governance, contributions, relief at source, reporting, due diligence, transfers, and all aspects relevant to the accumulation and decumulation phases of the pension scheme.
Due to expansion, we recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we operate a hybrid working model. You will be pleased to hear we offer lunch every day you are in the office from a selection of vendors.
Key Responsibilities
- Acting as director of the corporate trustee, exercise the trustee powers in line with the trust deed and rules. Contribute to governance meetings providing expert input on SIPP matters;
- Support the new business launch in establishing and maintaining new processes to support the SIPP business throughout all life stages (accumulation and decumulation);
- Foster good outcomes for SIPP scheme members, developing a SIPP specific consumer duty dashboard;
- Track, report on, and escalate any issue related to the scheme\’s full compliance with all relevant legislation, regulation and guidance. Support the development and maintenance of a suite of reports and controls to help monitor activity, trends, and issues, and support in the identification of areas for improvement;
- Acting in the best interest of the SIPP members, ensure the correct administration of the scheme. Help establish and manage SIPP related operations to ensure all agreed key performance indicators, service standards and regulatory reporting requirements are met;
- Ensure complete, accurate and timely communication with SIPP members and support the reporting of information to HMRC to ensure complete, timely and accurate provision and processing of tax relevant information;
- Oversee the financial health and of the scheme, and the automated processes for asset and cash transfers and handle related manual processes and exceptions;
- Support the establishment and maintenance of systems and controls for the calculation of retirement benefits, drawdown and crystallisation calculations;
- Identify trends and issues; compose clear business requirements, and project manage implementation;
- Lead the ongoing training and development for all impacted staff, to ensure knowledge and expertise are developed and kept up-to-date across the board; and,
- Any other reasonable duties required.
Qualifications
- Bachelor\’s or advanced degree in Finance, Economics, Business Administration or other related field. Or equivalent work experience.
- Industry recognised qualifications- SIPP/Pensions and Accounting are preferred.
- A minimum of 10 years of experience in the SIPP or pension services industry.
- Significant pension tax and investment operations experiencein SIPP Admin/Oversight Reporting /Pension/ISA compliance which includes Drawdown calculations, PCL, UFPLS, FAD, PRAS, PSDCOM100. SIPPCOM100, ISA10, JISA/ISA, SIPP, Stock Trading etc.
- Strong interpersonal, verbal and written communication skills.
- Working knowledge of PC technologies, including Microsoft Word & Excel.
Location
20 Fenchurch Street, London, EC3M 8AF
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
- Above statutory annual leave, increasing with service
- 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)
- Travel season ticket loans
- Cycle to work scheme
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SIPP Product Champion and Trustee London, United Kingdom employer: Interactive Brokers Group, Inc.
Contact Detail:
Interactive Brokers Group, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Product Champion and Trustee London, United Kingdom
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pension sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their SIPP offerings and think about how your experience aligns with their goals. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience in SIPP operations and governance clearly. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace SIPP Product Champion and Trustee London, United Kingdom
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Product Champion role. Highlight your experience in pension products and SIPP operations, as well as any relevant qualifications. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your understanding of compliance and governance in the SIPP space.
Showcase Your Communication Skills: Strong communication skills are key for this position. In your application, demonstrate your ability to convey complex information clearly and concisely. We love candidates who can engage effectively with both team members and SIPP members!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our dynamic team at Interactive Brokers!
How to prepare for a job interview at Interactive Brokers Group, Inc.
✨Know Your SIPP Inside Out
Make sure you brush up on your knowledge of SIPP operations and governance. Be prepared to discuss specific aspects like contributions, reporting, and compliance. This will show that you're not just familiar with the basics but have a deep understanding of what the role entails.
✨Showcase Your Experience
Highlight your relevant experience in the pension services industry, especially any leadership roles you've held. Use specific examples to demonstrate how you've successfully managed SIPP operations or improved processes in previous positions. This will help the interviewers see you as a strong candidate.
✨Prepare Questions for Them
Think of insightful questions to ask about the company's future plans for the SIPP offering. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals. Plus, it gives you a chance to engage in a two-way conversation.
✨Demonstrate Your Communication Skills
Since the role involves a lot of communication with SIPP members and stakeholders, be ready to showcase your verbal and written communication skills. You might be asked to explain complex concepts simply, so practice articulating your thoughts clearly and confidently.
