SIPP Operations Associate

SIPP Operations Associate

London

Must have SIPP’s experience

This role will not sponsor

About the Role

As SIPP Operations Associate, you’ll play a key supporting role within our Investment Operations team. Working closely with the SIPP Operations Manager, you’ll help deliver the day-to-day operational processes that support our SIPP customers and ensure smooth coordination with our external SIPP administrator.

This is a hands-on, varied role that offers exposure to the operational and regulatory aspects of pensions, along with opportunities to work cross-functionally across Product, Client Experience, and Compliance.

Key Responsibilities

• Support the processing of SIPP operational tasks including transfers in/out, drawdown requests and contribution tax reclaims.
• Liaise with our external SIPP administrator to ensure timely and accurate execution of pension-related processes.
• Respond to SIPP queries escalated from our Client Services team.
• Assist with reconciliations, data quality checks and exception reporting.
• Maintain accurate records and documentation in line with regulatory requirements.
• Help document and refine internal procedures and workflows.
• Collaborate with the wider Investment Operations team and other departments to improve client experience and process efficiency.

About You

• Some experience in financial services, ideally with exposure to pensions, investments, or operational processing.
• Strong attention to detail and commitment to accuracy.
• A clear communicator, comfortable dealing with internal stakeholders and external partners.
• Willing to learn and able to grasp complex regulatory or product concepts.
• Comfortable working in a fast-paced, evolving environment with changing priorities.
• Process-oriented, with an interest in improving efficiency and client experience.

• A team player who enjoys working collaboratively and supporting others.

Desirable (but not essential)

• Experience with SIPPs or knowledge of pension regulations.
• Familiarity with FCA and HMRC pension requirements.