SIPP Administrator
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK. Its platform supports brokerage, settlement, custody, fractional investing, portfolios, savings plans, and investment operations.
Funding history
About Upvest GmbH
Upvest is a regulated investment infrastructure company offering a cloud-native Investment API for brokerage, settlement, custody, and real-time investment functionality. It also provides middle- and back-office business process outsourcing, regulatory licences, fractional securities, portfolios, savings plans, and operating models for financial institutions launching or scaling investment and pension products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will play a key role in shaping Upvest's UK presence by supporting the design and implementation of SIPP operational processes such as tax relief claims and pension withdrawals. You will help design the end-to-end pension transfer process, whether manual or via Origo software, and carefully process Letters of Authority, payments, payroll and tax relief claims. You will build relationships with client operational teams, help them support end-users with SIPP queries, optimise workflows with automation and AI while ensuring compliance, collaborate with Product, Engineering, Compliance and Treasury, and monitor key SIPP metrics to provide insights.
Requirements
- At least 5 years of relevant experience in pension operations, SIPP transfers and familiarity with Origo transfer software
- Understanding of regulatory frameworks such as CASS
- Proven track record of managing teams and driving operational excellence
- Strong investigative and analytical skills; ability to identify errors
- Exceptional communication and relationship-building skills with internal and external stakeholders
- Ability to work under pressure and meet deadlines
- Fluent in English, written and verbal
- Experience in data analysis and process automation using data visualization tools, SQL, Python or similar is a plus
Responsibilities
- Support design and implementation of key SIPP operational processes such as tax relief claims and pension withdrawals
- Assist in designing the end-to-end pension transfer process, manual or with Origo software
- Process Letters of Authority, payments, payroll and tax relief claims with attention to detail
- Build relationships with client operational teams and support them with end-user SIPP queries
- Optimise workflows, implementing automation and AI while ensuring regulatory compliance and policy adherence
- Collaborate with Product, Engineering, Compliance, Treasury and other teams
- Monitor key SIPP metrics and provide insights to support business decisions
Benefits
- €20,000 per year budget for AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Work remotely abroad up to 183 days a year
- UpRest: one-month fully paid sabbatical after every 4 years
- Personal development budget
- Employee equity program
- Company-wide events and team celebrations
- Employee Resource Groups
- Opportunities to visit Berlin HQ