SIPP/ISA Operations Support Representative

SIPP/ISA Operations Support Representative, London

Client:

Interactive Brokers

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

70dee8687c11

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

Job Description:

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.
• Keeping current regarding rules, regulations, and legislation for all SIPP and ISA accounts and providing 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.
• Monitoring the performance of the SIPP & ISA offerings and ensuring company strategies, objectives, and client service levels are consistently met.
• Focusing 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 meet deadlines
• Working knowledge of Self-Invested Personal Pensions, consulting with appropriate experts when necessary

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
• Occupational pension scheme based on Gross earnings
• Hybrid working model
• Above statutory annual leave, increasing with service
• Daily company-paid lunch and healthy snacks when working from the office
• Access to Private Medical Insurance, Dental Plan, and Health Cash Plan (dependants included) *
• 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 diversity, equity, and inclusion.

If qualified, apply today to join our London team!

We adhere to FCA Consumer Duty policies and promote best practices in compliance and workplace culture.

Note: If you are not a passport holder of the country where the vacancy is located, you may need a work permit. For more info, visit our Blog.

Do not include bank or payment details in your application. All applications must be submitted via the \’Apply now\’ button.

Created on 02/06/2025 by TN, United Kingdom

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