SIPP & ISA Product Specialist

SIPP & ISA Product Specialist

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
The Vanguard Group

At a Glance

  • Tasks: Lead technical aspects of SIPP and ISA products, ensuring compliance and alignment with market changes.
  • Company: Join Vanguard, a leading investment management company focused on innovation and customer experience.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Collaborative environment with a focus on delivering high-quality outcomes.
  • Why this job: Make a real impact in the financial services industry while working with a dynamic team.
  • Qualifications: Extensive knowledge of SIPP and ISA markets, strong stakeholder management, and analytical skills.

The predicted salary is between 60000 - 80000 £ per year.

Vanguard UK Personal Investor (UKPI) is seeking an experienced and commercially minded Technical Lead to strengthen its expertise across product wrappers. This is a key role supporting both ongoing business operations and future strategic proposition development.

Key Responsibilities

  • Act as the technical lead for SIPP and ISA wrappers within UKPI.
  • Define and maintain technical requirements aligned to Vanguard’s customer proposition.
  • Partner with proposition teams to ensure alignment between customer experience, regulation, and platform capabilities.
  • Monitor industry developments and ensure wrappers remain aligned with market and regulatory changes.
  • Collaborate across workstreams to ensure technical impacts are understood and deliverable.
  • Establish and maintain core regulatory control frameworks for product wrappers.
  • Identify and assess the impact of new regulatory and technical changes on services and propositions.
  • Ensure ongoing regulatory compliance of SIPP and ISA wrappers within the platform.
  • Contribute to consultation responses and regulatory developments.
  • Represent Vanguard externally at industry forums and working groups.
  • Engage with the FCA on regulatory and proposition-related matters where required.
  • Translate regulatory developments into clear business impacts, risks, and solutions for senior stakeholders.
  • Partner with internal teams to identify and deliver wrapper enhancements and changes.
  • Leverage customer insights and feedback to prioritise propositional improvements.
  • Maintain awareness of industry positioning to anticipate regulatory and market changes.
  • Balance priorities across the platform to ensure aligned and effective delivery of technical change.
  • Ensure all regulatory changes are implemented on time and to a high standard.
  • Maintain and update product specifications across SIPP, ISA, and General Account (GA).

What it takes

  • Extensive knowledge of the UK SIPP and ISA markets, including regulatory frameworks, with strong technical understanding of platform products (SIPP, ISA, GA).
  • Proven experience working within pensions and retail financial services, including administration environments.
  • Demonstrated ability to deliver regulatory change programs and maintain robust governance and control frameworks.
  • Strong stakeholder management skills, with the ability to influence senior leaders and collaborate across multidisciplinary teams to deliver technical and propositional change.
  • Commercially aware, able to align technical solutions with client outcomes and business objectives.
  • Analytical and inquisitive mindset, with strong attention to detail and the ability to interpret complex information and ambiguity to form clear, pragmatic recommendations.
  • Solution-focused and delivery-driven, committed to achieving high-quality outcomes in complex environments.
  • Professional qualifications such as PMI, CISI, or equivalent are desirable.

Vanguard is not offering visa sponsorship for this position. This is a hybrid role and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday).

SIPP & ISA Product Specialist employer: The Vanguard Group

Vanguard UK Personal Investor is an exceptional employer, offering a dynamic work culture that prioritises collaboration and innovation. With a strong focus on employee growth, we provide extensive training and development opportunities, ensuring our team members are well-equipped to navigate the evolving landscape of SIPP and ISA products. Located in a vibrant area, our hybrid working model promotes a healthy work-life balance while fostering a supportive environment where your contributions directly impact our clients' financial futures.

The Vanguard Group

Contact Details:

The Vanguard Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land SIPP & ISA Product Specialist

Tip Number 1

Network like a pro! Reach out to folks in the industry, especially those who work at Vanguard or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.

Tip Number 2

Prepare for the interview by diving deep into SIPP and ISA specifics. Brush up on recent regulatory changes and think about how they impact customer experience. We want you to show off your knowledge and passion!

Tip Number 3

Don’t forget to showcase your stakeholder management skills! Think of examples where you’ve influenced decisions or collaborated across teams. This is key for roles like the one at Vanguard.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace SIPP & ISA Product Specialist

Technical Lead for SIPP and ISA wrappers
Regulatory Compliance
Stakeholder Management
Pensions and Retail Financial Services Knowledge
Regulatory Change Program Delivery
Governance and Control Frameworks
Analytical Skills

Some tips for your application 🫡

Know Your Stuff:Make sure you really understand the SIPP and ISA markets. We want to see your knowledge shine through in your application, so don’t hold back on showcasing your expertise!

Tailor Your Application:Don’t just send a generic CV and cover letter. We love it when candidates tailor their applications to match our job description. Highlight your relevant experience and how it aligns with what we’re looking for.

Showcase Your Skills:We’re after someone who can manage stakeholders and deliver change effectively. Use your application to demonstrate these skills with specific examples from your past experiences.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!

How to prepare for a job interview at The Vanguard Group

Know Your Stuff

Make sure you brush up on your knowledge of SIPP and ISA markets. Understand the regulatory frameworks and be ready to discuss how they impact product wrappers. This will show that you're not just familiar with the basics, but that you can navigate the complexities of the role.

Showcase Your Experience

Prepare specific examples from your past roles where you've successfully managed regulatory changes or collaborated with multidisciplinary teams. Highlight your stakeholder management skills and how you've influenced senior leaders in previous positions. This will demonstrate your ability to deliver results in a similar environment.

Stay Current

Keep an eye on recent industry developments and regulatory changes. Be prepared to discuss how these might affect Vanguard's offerings and what proactive steps you would take. This shows that you're not only knowledgeable but also forward-thinking and solution-focused.

Ask Insightful Questions

Prepare thoughtful questions about Vanguard's approach to SIPP and ISA wrappers, especially regarding their alignment with customer experience and regulatory compliance. This not only shows your interest in the role but also your analytical mindset and commitment to high-quality outcomes.