Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support daily processes for SIPP clients and collaborate with various teams.
- Company: Join a leading investment platform founded by a renowned entrepreneur in London.
- Benefits: Enjoy a hybrid work model and a competitive salary of up to £35k.
- Why this job: Gain hands-on experience in pension operations and enhance your career in finance.
- Qualifications: Experience in financial services, strong attention to detail, and clear communication skills required.
- Other info: Knowledge of SIPPs or pension regulations is a plus!
The predicted salary is between 28000 - 42000 £ per year.
Role: SIPP Operations Associate
Location: Central London, hybrid
Base Salary: up to £35k DOE
X4 Technology are partnered with a leading investment platform in London who are founded by a renowned entrepreneur. Their platform offers DIY and managed investment portfolio options including Exchange-Traded Funds with unmatched value, choice, insights and automation. As part of their continued journey, they’re offering the opportunity for a SIPP Operations Associate to join their team.
As a SIPP Operations Associate, you’ll support daily processes for their SIPP clients, working closely with the SIPP Operations Manager and their external administrator. This hands-on role offers exposure to pension operations, regulation, and collaboration with Product, Client Experience, and Compliance teams.
Key Requirements of the SIPP Operations Associate include:- Handle SIPP tasks such as transfers, drawdowns, and tax reclaims.
- Coordinate with the external SIPP administrator to ensure timely, accurate processing.
- Address SIPP queries escalated by Client Services.
- Support reconciliations, data checks, and exception reporting.
- Maintain records in line with regulatory standards.
- Help document and improve internal processes.
- Work with Investment Operations and other teams to enhance efficiency and client experience.
- Experience in financial services, ideally in pensions, investments, or operations.
- Strong attention to detail and accuracy.
- Clear communicator, confident with internal and external stakeholders.
- Quick learner, able to understand complex products and regulations.
- Adaptable to a fast-paced, changing environment.
- Process-focused, with an interest in efficiency and client service.
- Collaborative team player.
- Knowledge of SIPPs or pension regulations.
- Familiarity with FCA and HMRC requirements.
If you have the experience required, please apply for immediate consideration!
SIPP Operations Analyst (City of London) employer: X4 Technology
Contact Detail:
X4 Technology Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Operations Analyst (City of London)
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements related to SIPPs. Understanding the nuances of FCA and HMRC guidelines will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work with pensions or investment operations. Engaging with industry contacts can provide valuable insights and may even lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss your experience with data management and reconciliation processes. Being able to articulate your past experiences in these areas will show that you have the practical skills needed for the SIPP Operations Associate role.
✨Tip Number 4
Demonstrate your adaptability by sharing examples of how you've thrived in fast-paced environments. Highlighting your ability to learn quickly and manage multiple tasks will resonate well with the team’s focus on efficiency and client service.
We think you need these skills to ace SIPP Operations Analyst (City of London)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements of the SIPP Operations Associate position. Tailor your application to highlight relevant experience in financial services, particularly in pensions or operations.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles that involved handling SIPP tasks, working with external administrators, or managing client queries. Use specific examples to demonstrate your attention to detail and process-focused mindset.
Showcase Communication Skills: Since the role requires clear communication with internal and external stakeholders, make sure to illustrate your communication skills in your application. Mention instances where you successfully collaborated with teams or resolved client issues.
Tailor Your Cover Letter: Craft a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss your adaptability to fast-paced environments and your interest in improving client service, linking it back to the company's values and goals.
How to prepare for a job interview at X4 Technology
✨Know Your SIPP Basics
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPPs) and the relevant regulations. Understanding the key concepts will help you answer questions confidently and demonstrate your interest in the role.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past experiences where you successfully managed tasks that required precision. Highlighting your ability to maintain accuracy will impress the interviewers.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle SIPP-related queries. Think of situations where you had to resolve issues or improve processes, and be ready to discuss them.
✨Demonstrate Your Collaborative Spirit
As a SIPP Operations Associate, you'll work with various teams. Be prepared to discuss how you've successfully collaborated with others in previous roles. Emphasising your teamwork skills will show that you're a good fit for their culture.
