Full-Time

SIPP/ISA Operations Support Representative

Updated on 6/13/2024

Interactive Brokers

Interactive Brokers

1,001-5,000 employees

Trading platform with advanced liquidity tools

Fintech

Mid

London, UK

Required Skills
Communications
Data Analysis
Requirements
  • 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
Responsibilities
  • Supporting and collaborating with internal departments to improve and re-engineer our SIPP and ISA products and services
  • 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.

Interactive Brokers LLC offers a comprehensive trading platform with a focus on liquidity and global products, leveraging over 45 years of trading technology expertise. The main technologies used include advanced trading tools and a focus on liquidity.

Company Stage

IPO

Total Funding

N/A

Headquarters

Greenwich, Connecticut

Founded

1977

Growth & Insights
Headcount

6 month growth

3%

1 year growth

5%

2 year growth

18%

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave