SIPP Operations Associate

About Us:

InvestEngine is everything the modern investor should need. Unbeatable value, market leading automation and built for easy, long-term investing centred around ETFs. We’re already one of the fastest growing investment platforms in the UK and have passed £1bn invested.

We’re not just another investment platform — we’re redefining the game with our powerful investing tools designed for everyone, whether you’re just starting or scaling up. Recognised in top industry awards and growing fast ( MoneyWeek Readers' Choice Awards Winners - 2024 , Nuts About Money , Finder , Forbes ).

We’re looking for excellent individuals with a passion for ETFs, fintech and personal finance, who can help us take InvestEngine to the next level.

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.

Who you are:

• 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.

Nice to have:

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

What You Can Expect from Us:

• InvestEngine is a small, agile business with fantastic room for growth, both internally and externally. Your opportunity for personal and professional growth and achievement is high, and strong performance is rewarded!
• Our horizontal working structure gives room to develop and make your role your own alongside a passionate team looking to improve the world of investing.
• We provide a flexible environment with "work from anywhere” scheme up to 3 months a year
• Opportunities to attend professional conferences to boost your professional development
• Health plans
• Pension contributions