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!

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Apply for this Job

* Required

First Name *

Last Name *

Email *

Phone

Resume/CV *

Dropbox Google Drive

(File types: pdf, doc, docx, txt, rtf)

Cover Letter

Dropbox Google Drive

(File types: pdf, doc, docx, txt, rtf)

Privacy *

Are you a resident of the United Kingdom (UK), People’s Republic of China or European Union (EU) ?

Privacy Disclosure *

Interactive Brokers (“IBKR”) is committed to protecting the privacy of its users. 1. Aggregate Information about Visitors. We collect information on a general and aggregate basis, such as IP addresses, in order to analyse the performance of our sites. This data is used completely anonymously in order to determine the number of people who visit our sites and the most frequently used sections of our sites. This enables us to continually update and refine our sites to ensure it provides you with a successful experience. 2. Information about Users. When registering you are requested to enter certain information about yourself. This information forms the basis for any job application. 3. Your Online CV and Job Application. The details of your job application, covering letter, CV and academic results and any other information will not be viewed by anyone except IBKR and any third party service providers used by IBKR for its hiring processes. 4. Information Management. You can edit any information entered at any time before your job application is submitted. This includes contact details, email address, job application information and password. However, once a job application has been sent, that specific job application cannot be altered. You have certain rights to see and correct data held about you. Please refer to the IBKR Group Privacy Policy on our website. 5. Security. The security of our system is very important to us and we work hard on it. However, please note that no data transmission over the Internet is 100% secure.

I certify that all information I have provided in order to apply and secure employment with this employer is true, complete and correct. I understand that any information provided by me that is found to be false, incomplete or misrepresented in any aspect, will be sufficient cause to (i) eliminate me from further consideration for employment, or (ii) may result in my immediate discharge from the employer's service, whenever it is discovered. *

Pronouns (Optional)

What is your desired base salary? *

Where did you learn of this position? *

Source

If you selected Employee Referral, College/University, or Other Please type details:

source2

Residential post code *

LinkedIn Profile

Website

Do you now, or will you in the future, need sponsorship from an employer in order to obtain, extend or renew your authorisation to work in the United Kingdom? *

Please provide current/last employer name: *

For fresh graduates please mention 'NA'.

Our system has flagged this application as potentially being associated with bot traffic. Please turn off any VPNs, clear your browser cache and cookies, or try submitting your application in a different browser. If this issue persists, please reach out to our support team via our help center.

Please complete the reCAPTCHA above.

SIPP/ISA Operations Support Representative

Company Overview

Apply for this Job