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SIPP Operations

  • Permanent

Job Title: SIPP Operations Specialist

Location: London

Salary: Competitive, with generous annual bonuses

Role Overview:
William Rose Associates is working alongside a highly regarded financial services firm based in London, which is looking for a SIPP Operations Specialist to join the team.

Responsibilities:

  • Oversee the pension transfer process, handling both incoming and outgoing settlements.
  • Provide support and training to customer care staff on SIPP-related enquiries.
  • Follow up with SIPP counterparties to accelerate slow or pending transfers.
  • Identify and escalate SIPP issues, ensuring timely resolution.
  • Partner with the product team to enhance SIPP-related products.
  • Coordinate with trading operations, compliance, and IT teams on matters related to SIPPs.
  • Track and analyse SIPP transfer metrics.

Requirements:

  • At least 2 years of experience with pension
  • 2 years of experience with SIPP Products
  • Excellent organizational and problem-solving abilities.
  • Proven ability to collaborate effectively with various teams.

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William Rose Associates
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