Interactive Brokers Group, Inc.
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 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. Interactive Brokers ("IBKR") is looking for an individual to support IBUK's expansion of UK specific financial services offering. This is an exciting opportunity to join a growing company and contribute to its further development, by directly supporting a key new business initiative to add a SIPP account to our UK offering. You will join a small team based in the UK, reporting directly to the COO, and working alongside a global team. The successful candidate will join the board of the corporate trustee of the new SIPP scheme and will have key responsibilities in relation to the oversight of the SIPP, ensuring compliance with regulations and acting in the best interests of the SIPP members. The candidate should possess general market knowledge in pension products and extensive expertise in SIPP operations, including Trustee management and governance, contributions, relief at source, reporting, due diligence, transfers, and all aspects relevant to the accumulation and decumulation phases of the pension scheme. Due to expansion, we recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we operate a hybrid working model. You will be pleased to hear we offer lunch every day you are in the office from a selection of vendors. Key Responsibilities: Acting as director of the corporate trustee, exercise the trustee powers in line with the trust deed and rules. Contribute to governance meetings providing expert input on SIPP matters; Support the new business launch in establishing and maintaining new processes to support the SIPP business throughout all life stages (accumulation and decumulation); Foster good outcomes for SIPP scheme members, developing a SIPP specific consumer duty dashboard; Track, report on, and escalate any issue related to the scheme's full compliance with all relevant legislation, regulation and guidance. Support the development and maintenance of a suite of reports and controls to help monitor activity, trends, and issues, and support in the identification of areas for improvement; Acting in the best interest of the SIPP members, ensure the correct administration of the scheme. Help establish and manage SIPP related operations to ensure all agreed key performance indicators, service standards and regulatory reporting requirements are met; Ensure complete, accurate and timely communication with SIPP members and support the reporting of information to HMRC to ensure complete, timely and accurate provision and processing of tax relevant information; Oversee the financial health and of the scheme, and the automated processes for asset and cash transfers and handle related manual processes and exceptions; Support the establishment and maintenance of systems and controls for the calculation of retirement benefits, drawdown and crystallisation calculations; Identify trends and issues; compose clear business requirements, and project manage implementation; Lead the ongoing training and development for all impacted staff, to ensure knowledge and expertise are developed and kept up-to-date across the board; and, Any other reasonable duties required. Qualifications: Bachelor's or advanced degree in Finance, Economics, Business Administration or other related field. Or equivalent work experience. Industry recognised qualifications- SIPP/Pensions and Accounting are preferred. A minimum of 10 years of experience in the SIPP or pension services industry. Significant pension tax and investment operations experiencein SIPP Admin/Oversight Reporting /Pension/ISA compliance which includes Drawdown calculations, PCL, UFPLS, FAD, PRAS, PSDCOM100. SIPPCOM100, ISA10, JISA/ISA, SIPP, Stock Trading etc. Strong interpersonal, verbal and written communication skills. Working knowledge of PC technologies, including Microsoft Word & Excel. Location: 20 Fenchurch Street, London, EC3M 8AF Working hours: 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 Above statutory annual leave, increasing with service 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) Travel season ticket loans Cycle to work scheme on successful completion of the probation period Interactive Brokers (U.K.) Limited values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation. Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Privacy Select Are you a resident of the United Kingdom (UK), People's Republic of China or European Union (EU) ? Privacy Disclosure Select 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. Pronouns (Optional) Select Where did you learn of this position? Select Source Do you currently reside in the United Kingdom? Select Are you able to commute to the office 3-5 days a week? Select Please provide current/last employer name: For fresh graduates please mention 'NA'. What is your desired base salary? What is your current notice period? If you selected Employee Referral, College/University, or Other Please type details: source2 Residential Post Code LinkedIn Profile Website 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. Select
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 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. Interactive Brokers ("IBKR") is looking for an individual to support IBUK's expansion of UK specific financial services offering. This is an exciting opportunity to join a growing company and contribute to its further development, by directly supporting a key new business initiative to add a SIPP account to our UK offering. You will join a small team based in the UK, reporting directly to the COO, and working alongside a global team. The successful candidate will join the board of the corporate trustee of the new SIPP scheme and will have key responsibilities in relation to the oversight of the SIPP, ensuring compliance with regulations and acting in the best interests of the SIPP members. The candidate should possess general market knowledge in pension products and extensive expertise in SIPP operations, including Trustee management and governance, contributions, relief at source, reporting, due diligence, transfers, and all aspects relevant to the accumulation and decumulation phases of the pension scheme. Due to expansion, we recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we operate a hybrid working model. You will be pleased to hear we offer lunch every day you are in the office from a selection of vendors. Key Responsibilities: Acting as director of the corporate trustee, exercise the trustee powers in line with the trust deed and rules. Contribute to governance meetings providing expert input on SIPP matters; Support the new business launch in establishing and maintaining new processes to support the SIPP business throughout all life stages (accumulation and decumulation); Foster good outcomes for SIPP scheme members, developing a SIPP specific consumer duty dashboard; Track, report on, and escalate any issue related to the scheme's full compliance with all relevant legislation, regulation and guidance. Support the development and maintenance of a suite of reports and controls to help monitor activity, trends, and issues, and support in the identification of areas for improvement; Acting in the best interest of the SIPP members, ensure the correct administration of the scheme. Help establish and manage SIPP related operations to ensure all agreed key performance indicators, service standards and regulatory reporting requirements are met; Ensure complete, accurate and timely communication with SIPP members and support the reporting of information to HMRC to ensure complete, timely and accurate provision and processing of tax relevant information; Oversee the financial health and of the scheme, and the automated processes for asset and cash transfers and handle related manual processes and exceptions; Support the establishment and maintenance of systems and controls for the calculation of retirement benefits, drawdown and crystallisation calculations; Identify trends and issues; compose clear business requirements, and project manage implementation; Lead the ongoing training and development for all impacted staff, to ensure knowledge and expertise are developed and kept up-to-date across the board; and, Any other reasonable duties required. Qualifications: Bachelor's or advanced degree in Finance, Economics, Business Administration or other related field. Or equivalent work experience. Industry recognised qualifications- SIPP/Pensions and Accounting are preferred. A minimum of 10 years of experience in the SIPP or pension services industry. Significant pension tax and investment operations experiencein SIPP Admin/Oversight Reporting /Pension/ISA compliance which includes Drawdown calculations, PCL, UFPLS, FAD, PRAS, PSDCOM100. SIPPCOM100, ISA10, JISA/ISA, SIPP, Stock Trading etc. Strong interpersonal, verbal and written communication skills. Working knowledge of PC technologies, including Microsoft Word & Excel. Location: 20 Fenchurch Street, London, EC3M 8AF Working hours: 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 Above statutory annual leave, increasing with service 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) Travel season ticket loans Cycle to work scheme on successful completion of the probation period Interactive Brokers (U.K.) Limited values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation. Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Privacy Select Are you a resident of the United Kingdom (UK), People's Republic of China or European Union (EU) ? Privacy Disclosure Select 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. Pronouns (Optional) Select Where did you learn of this position? Select Source Do you currently reside in the United Kingdom? Select Are you able to commute to the office 3-5 days a week? Select Please provide current/last employer name: For fresh graduates please mention 'NA'. What is your desired base salary? What is your current notice period? If you selected Employee Referral, College/University, or Other Please type details: source2 Residential Post Code LinkedIn Profile Website 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. Select
Interactive Brokers Group, Inc.
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 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. Position Overview We are seeking a detail oriented Client Support Specialist to deliver exceptional service to our institutional and retail clients, while ensuring regulatory compliance and operational excellence. This role combines client service expertise with specialized knowledge of tax documentation, AML/KYC procedures, and European tax regulations. The successful candidate will serve as a key liaison between clients and internal teams, managing complex inquiries across multiple communication channels while maintaining the highest standards of accuracy and compliance. This position offers the opportunity to contribute to process improvements and play a vital role in enhancing the overall client experience. Key Responsibilities Deliver professional client support to institutional and retail clients through multiple channels, including email, ticketing systems, and dedicated mailboxes. Respond to client inquiries regarding tax documentation requirements. Liaise effectively with clients, sales representatives, and cross functional internal teams to resolve various tax and account related issues. Review, validate, and process tax documentation, including but not limited to W 8/W 9 forms and certificates of residence. Validate documentation for various account maintenance activities with emphasis on European tax regulations. Perform Anti Money Laundering (AML) and Know Your Customer (KYC) verification checks by cross referencing internal systems and external databases. Identify and elevate potential compliance risks or documentation discrepancies. Contribute to process improvement initiatives to enhance operational efficiency and client experience. Qualification & Skills Strong attention to detail and analytical skills Excellent written and verbal communication abilities Ability to manage multiple priorities in a fast paced environment Client service orientation with a problem solving mindset Basic understanding of tax concepts and regulatory frameworks (training provided) Proficiency with ticketing systems and Microsoft Office applications Career support and development Salary commensurate with experience Performance based discretionary cash bonus scheme Discretionary stock grant Group Life Assurance cover Group Income Protection Gross pension scheme at 5% employer, 4% employee Daily company subsidised 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 Travel season ticket loans Cycle to work scheme On successful completion of the probationary period
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 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. Position Overview We are seeking a detail oriented Client Support Specialist to deliver exceptional service to our institutional and retail clients, while ensuring regulatory compliance and operational excellence. This role combines client service expertise with specialized knowledge of tax documentation, AML/KYC procedures, and European tax regulations. The successful candidate will serve as a key liaison between clients and internal teams, managing complex inquiries across multiple communication channels while maintaining the highest standards of accuracy and compliance. This position offers the opportunity to contribute to process improvements and play a vital role in enhancing the overall client experience. Key Responsibilities Deliver professional client support to institutional and retail clients through multiple channels, including email, ticketing systems, and dedicated mailboxes. Respond to client inquiries regarding tax documentation requirements. Liaise effectively with clients, sales representatives, and cross functional internal teams to resolve various tax and account related issues. Review, validate, and process tax documentation, including but not limited to W 8/W 9 forms and certificates of residence. Validate documentation for various account maintenance activities with emphasis on European tax regulations. Perform Anti Money Laundering (AML) and Know Your Customer (KYC) verification checks by cross referencing internal systems and external databases. Identify and elevate potential compliance risks or documentation discrepancies. Contribute to process improvement initiatives to enhance operational efficiency and client experience. Qualification & Skills Strong attention to detail and analytical skills Excellent written and verbal communication abilities Ability to manage multiple priorities in a fast paced environment Client service orientation with a problem solving mindset Basic understanding of tax concepts and regulatory frameworks (training provided) Proficiency with ticketing systems and Microsoft Office applications Career support and development Salary commensurate with experience Performance based discretionary cash bonus scheme Discretionary stock grant Group Life Assurance cover Group Income Protection Gross pension scheme at 5% employer, 4% employee Daily company subsidised 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 Travel season ticket loans Cycle to work scheme On successful completion of the probationary period