Owning end-to-end performance of SIPP and ISA operations tax wrappers team
Leading, coaching and developing a growing team of operations specialists, building a culture of ownership and client-first delivery
Ensuring delivery of operational SLAs, SLOs and customer outcomes across all SIPP and ISA processes
Building workforce planning, capacity forecasting and resource models to support volume growth
Driving operational readiness for new client onboarding and product launches
Acting as escalation point for incidents, coordinating response, communications, root cause analysis and lasting fixes
Supporting regulatory reporting activities and ensure appropriate operational oversight
Partnering with Product/Engineering to improve workflows, automate where possible, enhance controls and reduce operational risk at scale
Creating a culture of continuous improvement, accountability and operational excellence

Significant operational leadership experience within pensions, platforms, wealth management or fintechs
Strong SIPP operational expertise with a deep understanding of pension administration processes
Experience leading and developing operational teams through periods of growth and change
Demonstrable experience designing scalable operational processes and operating models
Strong understanding of how the regulatory environment shapes pension and investment operations, including Consumer Duty, CASS, pension and ISA-specific regulatory obligations
Data-driven mindset with experience using MI and operational metrics to drive decisions
Comfortable communicating and influencing stakeholders across teams and external partners.

A salary between £50,000 and £70,000 dependant on experience + reviewed annually
27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave
Two volunteering days per year
Option to work abroad for up to six weeks a year
Secclbrate
our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget
Length of service award – one month paid sabbatical at eight years
6% employer pension contribution, and life assurance
Private medical insurance with AXA Health
Enhanced Parental leave
MacBook and up to £500 home office set up budget
£750 per person learning budget
Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace
Strong financial wellbeing focus including access to Octopus Money, Octopus Share Incentive Plan and will writing offering via Octopus Legacy
Perkbox – Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts
Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing

Operations Delivery Lead – Tax Wrappers

Key skills