Job Description
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!