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.