Job Description

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 ther 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.

Key Responsibilities of the SIPP Operations Associate include:

• 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
• Nice to have: Knowledge of SIPPs or pension regulations
• Nice to have: Familiarity with FCA and HMRC requirements

If you have the experience required, please apply for immediate consideration!