Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. Interactive Brokers (U.K.) Limited, a part of the IBKR Group, authorised and regulated by the FCA is part of a global group of financial services companies with over $12 billion in equity capital and publicly traded under the symbol “IBKR.” 

We seek an enthusiastic self-starter to contribute as a subject matter expert in supporting and growing our SIPP and ISA product services. This will include liaising with and supporting internal and external stakeholders through various communication channels.

Key Responsibilities:

• Supporting and collaborating with internal departments to improve and re-engineer our SIPP and ISA products and services to develop a market-leading offering that ensures compliance with FCA, HMRC, and CASS requirements.
• Keep current regarding rules, regulations, and legislation for all SIPP and ISA accounts and provide support with internal guidance as required.
• Preparing MI reports on account performance and activity as requested by senior management.
• Handling queries related to SIPP & ISA accounts and ensuring excellent client service.
• Monitor the performance of the SIPP & ISA offerings and ensure company strategies, objectives and client service levels are consistently met.
• Strong focus on strategy, growth, oversight and development.

Skills and Experience:

• 3+ years’ operational experience in SIPP & ISA
• Experience in growing a SIPP business within the financial services sector is preferred.
• Experience with brokerage or financial technology (preferred but not essential)
• In-depth knowledge of SIPP & ISA regulations, HMRC guidelines, and pension industry best practices
• Strong attention to detail and accuracy in record-keeping and data processing
• Excellent communication skills, both written and verbal.
• Proficiency in using relevant software and systems for pension administration
• Ability to work collaboratively in a fast-paced, dynamic environment and stick to deadlines
• Working knowledge of Self-Invested Personal Pensions with reference to appropriate experts when the cover falls outside your own experience.

Qualifications:

• Degree in relevant field (Economics, Business Management etc.)
• Qualification in Pension administration or similar

Location and Hours:

20 Fenchurch Street, London, EC3M 8AF

8 am – 5 pm, Monday – Friday

Benefits:

• Career support and development
• Salary commensurate with experience
• Performance-based discretionary cash bonus scheme
• Discretionary stock grant
• Group Life Assurance cover
• Group Income Protection
• Occupation pension scheme based on Gross earnings
• Hybrid working model
• Above statutory annual leave, increasing with service
• We currently offer daily company-paid lunch and healthy snack options throughout the day (when working from the office)
• Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants) *
• Corporate events
• Travel season ticket loans
• Cycle to work scheme. 

*on successful completion of the probation period

Interactive Brokers is an Equal Opportunity Employer committed to offering employees a diverse, equitable and inclusive workplace.

If you have what it takes to become part of our London office team, please apply today!

Interactive Brokers (UK) values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.