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.

About the role:

This is an exciting opportunity to play a key role in shaping and growing Upvest's presence in the UK market. You'll work with industry-leading technology, make a tangible impact as we expand our business, and collaborate closely with our operational teams across London and Berlin. With frequent opportunities to visit our Berlin HQ, you'll build strong relationships, exchange ideas face-to-face and be part of a truly international team.

What you’ll do:

• Support with designing and implementing key SIPP operational processes, such as processing of tax relief claims, and pension withdrawals, contributing to building a best-in-class product

• Assist and support designing our E2E pension transfer process whether the transfer is completed manually or with use of Origo software

• Demonstrate your attention to detail whilst processing Letters of Authorities, payments, payroll and tax relief claims

• Build relationships with the operational teams of our clients and assist them in supporting their end-users with SIPP related queries

• Optimise workflows, implementing automation and AI to enhance operational efficiency, all while ensuring regulatory compliance and internal policy adherence to mitigate risks for reliable, secure operations

• Collaborate with Product, Engineering, Compliance, Treasury and other teams to support efficient processes and address challenges as they arise

• Monitor key metrics related to our SIPP, providing insights to support business decisions and improve performance

What you bring:

• At least 5 years of relevant work experience within pension operations, SIPP transfers and familiarity with Origo transfer software

• Understanding of relevant 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 ability to communicate and foster positive business relationships with both internal and external stakeholders

• Ability to work under pressure and meet deadlines

• Fluent in English - both written and verbal

• Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar is a plus

It’s great if you are:

• Looking to progress your career and explore management

How we Upvest in you:

• Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market.

• Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.

• Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.

• Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.

Our Values:

• Make it easy for others. We simplify the complex and act with the best intentions.