SIPP Technical Expert lead in London

Your Mission

As the SIPP Technical Lead, you are responsible for ensuring the technical integrity, regulatory compliance, and operational excellence of Upvest’s SIPP (Self‑Invested Personal Pension) proposition. You will act as the primary authority on UK pension legislation, bridging the gap between complex regulatory requirements, our operational processes and our scalable investment API. You will work closely with Product, Engineering, Compliance and Operations teams to ensure our SIPP infrastructure remains robust, compliant and market‑leading, enabling Upvest to scale its financial infrastructure to millions of end‑users while maintaining the highest levels of integrity and trust with regulators, clients and partners.

What You’ll Do

• Lead regulatory oversight: stay abreast of developments from the FCA, DWP and HMRC, assessing their impact on Upvest’s SIPP offerings.
• Solve complex technical queries: act as the escalation point for technical referrals from our clients, ensuring clear resolution of complex pension cases.
• Drive product compliance: work with internal stakeholders to analyse legislative changes, especially with regards to the Pensions Dashboard, and support the implementation of required updates to procedures and training notes.
• Enhance governance: identify emerging risks within the SIPP market and support the delivery of strong governance solutions to mitigate poor customer outcomes.
• Coach and develop: deliver technical training to staff and proactively contribute to the development of training materials to raise the “pension IQ” across the organisation.
• Manage external relationships: serve as a key technical point of contact for external partners and professional financial advice firms when required; act as a representative of Upvest at industry events.

What You’ll Bring

• Deep pension expertise: thorough knowledge of HMRC and FCA rules as they apply specifically to SIPPs and the wider UK pensions market.
• Regulatory analysis skills: proven experience in analysing legislative changes and translating them into clear, actionable operational procedures.
• Technical problem‑solving: experience in handling complex SIPP technical issues and resolving technical queries in a fast‑paced environment.
• Stakeholder management: strong communication of technical requirements to internal and external stakeholders, including engineering and product teams.
• Self‑starter mentality: a highly organised approach with the ability to work independently, prioritise appropriately and thrive under pressure.

Qualifications (desirable): relevant industry certifications such as DipPFS, APMI or equivalent professional pension qualifications.

Why Upvest?

• We’re working on solving a hard problem: fixing the securities financial infrastructure to empower more people to invest.
• You have the opportunity to contribute to this change.
• We invest in you: from access to a personal coach, a development budget and plenty of opportunities to grow in your role.
• We take hiring seriously with a strong focus on keeping a high bar when interviewing.
• Equally important is that we hire decent people who are passionate about their craft and helping us achieve our shared mission.
• We’re not fully‑remote, but we are committed to being a flexible employer, as we understand you don’t have to be in the office to do your best work.
• We live in a culture of empowerment, trust and openness.

How We Upvest In You

• Impact‑driven work: we’re building the infrastructure that will power the future of investing in Europe.
• Wellbeing: recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits.
• Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year.
• Recharge with UpRest, a one‑month fully paid sabbatical after every 4 years of working at Upvest.
• Development: growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.
• Flexible work environment: work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role.
• Compensation and equity: we believe that all Upvengers contribute to our success and deserve a competitive, above‑market salary and participation in our employee equity program.
• Team celebrations: participate in company‑wide events, such as UpFest, dinners, offsites and our holiday party, to connect with colleagues and celebrate our achievements.
• Inclusion: we’re committed to a culture where everyone belongs and thrives.

Our Values

• Make it easy for others: we simplify the complex and act with the best intentions.
• Own the outcome: we are proactive, fast and confident to get the job done, valuing progress over perfection.
• Rise to the challenge: we aim high and push the boundaries. We stay curious, learn and celebrate our wins together.
• Tell the story: we start with the why to align on purpose. We are transparent and share knowledge to empower and inspire others.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.