At a Glance
- Tasks: Lead regulatory oversight and solve complex technical queries in the SIPP market.
- Company: Join Upvest, a pioneering fintech transforming investment experiences.
- Benefits: Enjoy 30 days annual leave, remote work flexibility, and personal development budget.
- Other info: Be part of a diverse team with a culture of empowerment and trust.
- Why this job: Make a real impact on the future of investing while growing your career.
- Qualifications: Deep pension expertise and strong problem-solving skills required.
The predicted salary is between 60000 - 80000 £ per year.
At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.
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 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, proactively contributing 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 be able to invest.
- We invest in you. From access to a personal coach, 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.
- While we're not quite fully-remote, we are committed to being a flexible employer.
- 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.
- Development: Growth is in our DNA. Each Upvenger has access to a personal development budget.
- Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe.
- Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive salary.
- Team celebrations: Participate in company-wide events 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.
- Rise to the challenge. We aim high and push the boundaries.
- Tell the story. We start with the Why to align on purpose.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
SIPP Technical Expert lead (part-time) employer: Upvest
At Upvest, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters empowerment and growth. With a commitment to employee development, flexible working arrangements, and a focus on well-being, our team enjoys 30 days of annual leave, access to personal coaching, and the opportunity to work from various locations including London. Join us in making a meaningful impact in the investment landscape while thriving in an inclusive environment that values collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land SIPP Technical Expert lead (part-time)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Upvest and its mission. Understand their products and values so you can show how your skills align with what they’re looking for. Tailor your responses to highlight your deep pension expertise and problem-solving skills.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experience with regulatory analysis and stakeholder management clearly and confidently.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace SIPP Technical Expert lead (part-time)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the SIPP Technical Expert role. Highlight your deep pension expertise and regulatory analysis skills, showing us how you can solve complex technical queries.
Showcase Your Problem-Solving Skills:We want to see how you tackle technical issues! Include examples of past experiences where you've resolved complex SIPP-related problems, demonstrating your ability to thrive under pressure.
Communicate Clearly:Strong communication is key! When writing your application, ensure you convey your stakeholder management skills effectively. We love candidates who can articulate technical requirements clearly to both internal teams and external partners.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Upvest.
How to prepare for a job interview at Upvest
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of HMRC and FCA rules as they apply to SIPPs. Being able to discuss recent regulatory changes and their implications will show that you're not just familiar with the basics, but that you’re genuinely engaged with the industry.
✨Prepare for Technical Queries
Since this role involves solving complex technical queries, think about potential scenarios you might face. Prepare examples from your past experience where you've successfully resolved similar issues, and be ready to explain your thought process clearly.
✨Showcase Your Stakeholder Management Skills
This position requires strong communication with both internal and external stakeholders. Be prepared to discuss how you've effectively communicated technical requirements in previous roles, and think of specific examples that highlight your ability to manage relationships.
✨Demonstrate Your Self-Starter Mentality
Upvest values independence and organisation. Share instances where you've taken the initiative to solve problems or improve processes without being prompted. This will illustrate your proactive approach and ability to thrive under pressure.
