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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 leading flat-fee investment platform.
- Benefits: Enjoy private health insurance, a pension plan, and flexible work options.
- Why this job: Make a real impact in the pensions industry while growing your career.
- Qualifications: Experience in pensions, strong communication skills, and a passion for customer service.
- Other info: Dynamic hybrid work environment with opportunities for training and development.
The predicted salary is between 43000 - 58000 £ 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
Interactive Investor is an award-winning investment platform that puts its customers in control of their financial future. We have been helping investors for over 25 years through market highs and lows offering high quality content and impartial insights. We are 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 Interactive Investor.
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 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 Leeds employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Technical Specialist in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry, especially those who might know someone at interactive investor. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of SIPP regulations and HMRC processes. We want you to be the go-to expert in the room, so practice explaining complex topics in simple terms. It’ll show you’re ready to take ownership of the role!
✨Tip Number 3
Don’t just apply; engage with us! Follow interactive investor on social media, comment on our posts, and share your insights. This shows your passion for the industry and helps you stand out as a candidate who’s genuinely interested in what we do.
✨Tip Number 4
When you get an interview, think about how you can contribute to our customer-driven approach. Share examples from your past experiences where you’ve improved processes or delivered great outcomes. We love ambitious candidates who are ready to make a difference!
We think you need these skills to ace Pensions Technical Specialist in Leeds
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 SIPPs, and any relevant qualifications. We want to see how your skills align 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 pensions and how your background makes you a great fit for our team. Don’t forget to mention your communication skills and ability to simplify complex topics.
Showcase Your Technical Knowledge: In your application, demonstrate your understanding of pension regulations and HMRC processes. We’re looking for someone who can navigate these complexities, so share examples of how you’ve done this in the past!
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team at Interactive Investor!
How to prepare for a job interview at Interactive Investor
✨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 and how they impact the role will show that you're not just familiar with the basics but are genuinely engaged with the industry.
✨Communicate Clearly and Confidently
Since good communication skills are key for this role, practice explaining complex pension topics in simple terms. You might be asked to clarify technical concepts during the interview, so being able to articulate your thoughts clearly will set you apart.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss examples of how you've improved processes or handled technical queries in the past. Highlighting your experience in process improvement and your ability to tackle challenges will demonstrate your proactive approach and readiness to contribute.
✨Build Rapport with Interviewers
Remember, this role involves building strong relationships across the company. During the interview, try to connect with your interviewers by showing enthusiasm for the role and the company’s mission. A friendly, engaging attitude can go a long way in making a positive impression.