SIPP Administrator (f/m/d)

London. Posted 4 days ago

The role

You will support the design and implementation of SIPP operational processes including tax relief claims and pension withdrawals. You will collaborate with various teams to optimize workflows and monitor SIPP metrics.

What you will do

Support designing and implementing SIPP operational processes
Assist designing E2E pension transfer processes using manual methods or Origo software
Process Letters of Authorities, payments, payroll and tax relief claims
Build relationships with client operational teams to support end-users with SIPP queries
Optimize workflows using automation and AI
Collaborate with Product, Engineering, Compliance and Treasury teams
Monitor key metrics related to SIPP

Required qualifications

At least 5 years of relevant work experience within pension operations, SIPP transfers and familiarity with Origo transfer software
Understanding of relevant regulatory frameworks such as CASS
Proven track record of managing teams and driving operational excellence
Strong investigative and analytical skills
Ability to identify errors
Ability to communicate and foster positive business relationships with internal and external stakeholders
Ability to work under pressure and meet deadlines
Fluent in English - both written and verbal

Nice to have

Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar
Looking to progress your career and explore management

Benefits

20,000 Euro per year for AI tools
30 days of annual leave
Sports benefits
Confidential professional coaching
Flexibility to work remotely abroad for up to 183 days a year
One-month fully paid sabbatical after every 4 years
Personal development budget
Competitive, above-market salary
Participation in employee equity program
Company-wide events such as UpFest, dinners, offsites and Holiday party

About the company

Upvest empowers businesses to offer investment products and retirement planning through an Investment API. The company is backed by investors including BlackRock and Tencent.