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- Tasks: Become a pensions expert, ensuring compliance and driving improvements in our SIPP offering.
- Company: Join interactive investor, the UK's top flat-fee investment platform with over 400,000 customers.
- Benefits: Enjoy private health insurance, a pension plan, paid time off, and remote work options.
- Why this job: Make a real impact in the pensions industry while working in a dynamic, supportive environment.
- Qualifications: Experience in pensions, strong communication skills, and a passion for customer service.
- Other info: Hybrid work model with opportunities for training and professional development.
The predicted salary is between 50000 - 55000 £ per year.
Location: Manchester OR Leeds
Salary: £50,000-£55,000
Workplace Type: Hybrid (3 days a week in the office)
Employment Type: Full-Time
WHO WE ARE
interactiveinvestor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for over 25 years through market highs and lows offering high quality content and impartial insights. We’re now the UK’s number one flat-fee investment platform, with assets under administration over £50 billion and over 400,000 customers.
WHAT WE STAND FOR
It’s simple … we want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer-driven approach and bold values sit at the heart of this. We are honest, straight‑talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves and interactiveinvestor.
PURPOSE OF ROLE
Our Self Invested Personal Pension (SIPP) proposition is a key strategic priority for Interactive Investor (ii) and as a result we are recruiting a Pension/SIPP Technical Specialist in order to support our ambitions. Reporting to the Pensions Technical Team Manager, this role will focus on ensuring that the ii operation and proposition is kept up to date with changes in regulation and is responsible for many of our interactions with the FCA and HMRC. This role is responsible for the interpretation and application of pension rules and regulations on the ii SIPP offering. You will communicate key business messages across the company, whilst ensuring all procedures, controls, working practices and business knowledge are reviewed accordingly. The Pension Technical Specialist will be the first point of contact, and ensure we remain compliant with HMRC guidelines.
KEY RESPONSIBILITIES
- Company-wide subject matter expert on pensions (including drawdown and transfers)
- Oversight of operational processes from a technical perspective.
- Responsible for analysis and impact assessment relating to all pension changes in regulations/legislation
- Key escalation point for technical pension queries
- Liaising with HMRC
- Working with the Pensions Product team to shape the ii offering and ensuring a competitive edge
- Building and maintaining strong and mutually respectful working relationships through excellent communication
- Maintain a solid understanding of industry best practises and innovations, to be able to translate these into improvements within the operational teams.
- Supporting the Pensions and Transfers Operation Manager in introducing changes to both procedures and working practices to help to deliver robust governance solutions.
- Build and maintain up to date knowledge of Pension regulations and ensure that this is filtered across the team.
SKILLS & EXPERIENCE REQUIRED
- Proven experience in the pensions industry, particularly SIPP, from a technical background
- Good communication skills are key – the ability to explain complex pension topics at all levels
- A good knowledge of benefit calculations including transitional calculations
- Experience in process improvement would be beneficial
- Experience in pension transfers would be beneficial
- Knowledge of HMRC processes, reporting and income tax
- Knowledge of the Financial Services environment and regulatory landscape
- Solid experience of working in a customer centric culture
- Understanding of working in a platform-based environment
- A willingness to contribute towards shared technical know‑how within the department
- Formal qualifications with the CII or PMI desirable but not essential
PERSONAL ATTRIBUTES
- Clear communicator
- Strong team player
- Demonstrated passion and drive for delivering the best outcome
- Moving with speed – delivering faster and better
- Decisive and take ownership of outcomes
- Not afraid to challenge and be open to challenges
BENEFITS
- Private Health Insurance
- Pension Plan
- Paid Time Off
- Work From Home
- Training & Development
- Performance Bonus
Pensions Technical Specialist in Manchester employer: Interactive Investor Plc
Contact Detail:
Interactive Investor Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Technical Specialist in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry, especially those who work at interactive investor. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of SIPP regulations and HMRC processes. We want you to shine when discussing how you can contribute to our customer-driven approach!
✨Tip Number 3
Show us your passion! When you get the chance to speak with us, share your enthusiasm for pensions and how you can help improve our offerings. We love candidates who are genuinely excited about what we do.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the interactive investor team.
We think you need these skills to ace Pensions Technical Specialist in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions Technical Specialist role. Highlight your experience in the pensions industry, especially with SIPP, and any relevant qualifications. We want to see how your skills match 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 pensions and how you can contribute to our team. Keep it concise but impactful – we love a good story that connects your experience to our mission.
Showcase Your Communication Skills: Since good communication is key for this role, make sure your application reflects that. Use clear and straightforward language, and don’t shy away from explaining complex pension topics in a way that anyone can understand. We appreciate clarity!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly. Plus, it shows you're keen on joining our interactive investor family!
How to prepare for a job interview at Interactive Investor Plc
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions, especially SIPP regulations and HMRC guidelines. Being able to discuss recent changes in legislation or industry best practices will show that you're not just familiar with the basics but are also proactive in staying updated.
✨Communicate Clearly and Confidently
Since good communication skills are key for this role, practice explaining complex pension topics in simple terms. You might even want to do a mock interview with a friend where you explain a tricky concept to them. This will help you articulate your thoughts clearly during the actual interview.
✨Show Your Problem-Solving Skills
Be prepared to discuss examples of how you've improved processes or handled technical queries in the past. Think of specific situations where you took ownership of an issue and how you resolved it. This will demonstrate your ability to contribute positively to the team.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to compliance or how they stay ahead of regulatory changes. This not only shows your enthusiasm but also helps you gauge if the company aligns with your values.