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- Tasks: Lead the launch of a new SIPP account and ensure compliance with regulations.
- Company: Join Interactive Brokers, a top-rated global financial services firm.
- Benefits: Enjoy competitive salary, daily lunches, and hybrid working model.
- 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: Dynamic team environment with excellent growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. 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.
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.
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 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.
- 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 experience in 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
Working hours: 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** on successful completion of the probation period
Interactive Brokers (U.K.) Limited values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.
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 sector, especially those who know about SIPP products. A friendly chat can lead to insider info or even a referral that could land you an interview.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pension products and SIPP operations. We want to see you shine, so practice answering common questions and think of examples from your experience that showcase your expertise.
✨Tip Number 3
Don’t just wait for job openings; be proactive! Research companies like Interactive Brokers and reach out directly to express your interest in their SIPP initiatives. Sometimes, a well-timed email can open doors before a position is even advertised.
✨Tip Number 4
Apply through our website for the best chance at getting noticed. Tailor your application to highlight your relevant skills and experiences, and don’t forget to follow up after submitting to show your enthusiasm!
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 SIPP management.
Showcase Your Communication Skills: Strong verbal and written communication skills are key for this position. In your application, demonstrate your ability to convey complex information clearly. We love candidates who can communicate effectively with both team members and SIPP members!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.
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 during the interview. Use specific examples from your past roles to demonstrate how you've successfully managed SIPP operations or contributed to compliance efforts. This will help the interviewers see how you can add value to their team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the company's future plans for the SIPP offering and how they measure success. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Be Ready for Scenario-Based Questions
Expect scenario-based questions that test your problem-solving skills in real-world situations related to SIPP management. Think through potential challenges you might face and how you would address them. This will demonstrate your critical thinking and readiness for the role.
