SIPP Technical Lead

SIPP Technical Lead At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business. We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience. YOUR MISSION: As the SIPP Technical Lead, you are responsible for ensuring the technical integrity, regulatory compliance, and operational excellence of Upvest’s SIPP (Self-Invested Personal Pension) proposition. You will act as the primary authority on UK pension legislation, bridging the gap between complex regulatory requirements, our operational processes, and our scalable investment API. You will work closely with Product, Engineering, Compliance, and Operations teams to ensure our SIPP infrastructure remains robust, compliant, and market-leading, enabling Upvest to scale its financial infrastructure to millions of end-users while maintaining the highest levels of integrity and trust with regulators, clients, and partners. What you’ll do: - Lead regulatory oversight: Stay abreast of developments from the FCA, DWP, and HMRC, assessing their impact on Upvest’s SIPP offerings. - Solve complex technical queries: Act as the escalation point for technical referrals from our clients, ensuring clear resolution of complex pension cases - Drive product compliance: Work with internal stakeholders to analyse legislative changes especially with regards to Pensions Dashboard, and support the implementation of required updates to procedures and training notes. - Enhance governance: Identify emerging risks within the SIPP market and support the delivery of strong governance solutions to mitigate poor customer outcomes. - Coach and develop: Deliver technical training to staff, proactively contributing to the development of training materials to raise the "pension IQ" across the organisation. - Manage external relationships: Serve as a key technical point of contact for external partners and professional financial advice firms when required. Act as a representative of Upvest at industry events. What you'll bring: - Deep Pension Expertise: Thorough knowledge of HMRC and FCA rules as they apply specifically to SIPPs and the wider UK pensions market. - Regulatory Analysis Skills: Proven experience in analysing legislative changes and translating them into clear, actionable operational procedures. - Technical Problem-Solving: Experience in handling complex SIPP technical issues and resolving technical queries in a fast-paced environment. - Stakeholder Management: Strong communication of technical requirements to internal and external stakeholders , including engineering and product teams. - Self-Starter Mentality: A highly organised approach with the ability to work independently, prioritise appropriately, and thrive under pressure. - Qualifications (Desirable): Relevant industry certifications such as DipPFS, APMI, or equivalent professional pension qualifications. Why Upvest? - We're working on solving a hard problem: fixing the securities financial infrastructure to empower more people to be able to invest. You have the opportunity to contribute to this change. - We invest in you. From access to a personal coach, develop ... (truncated, view full listing at source)