SIPP Consultant

XPS Pensions Group

  • Stirling
  • Permanent
  • Full-time
  • 21 days ago
SIPP ConsultantLocation: StirlingEmployment Type: Permanent, Full TimeGrade: AssociateHybridREQ003077About XPS Group:XPS Group is a prominent UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes and their sponsors. Our goal is to foster a workplace where diverse talents thrive.About the Role:We are currently seeking a SIPP Consultant to join our Self Invested Pensions Team. XPS Self Invested Pensions is part of XPS Pensions Group. We manage relationship with thousands of clients and hundreds of professional financial advice firms. We are only as strong as the people we employ. Our team of specialist staff look after SIPP and SSAS client assets worth £2.5bn. Our emphasis on clients means we provide personal contacts. Our business thrives by employing people who are intelligent, seek learning daily, work independently as well as part of a team, and who feel rewarded by delivering an excellent human-to-human service to clients and their advisers.Key Responsibilities:
  • To provide an excellent customer service and keep our clients at the heart of everything we do
  • To demonstrate an understanding of all training leading to the management of a portfolio of SSASs or SIPPs, the key areas being
  • To meet and exceed on customer expectations whilst maintaining department service standards
  • Demonstrating ownership over all queries and issues raised
  • Ensuring fee management principles adhered to
  • Actively updating Swift or SSASMAN plus all relevant databases
  • Ensuring Compliance and SIP department processes are followed at all times
  • Attending client meetings as and when required
  • Ensure the quality of your work is of a very high standard and meets department standards
  • Adhering to portfolio management principles and professional writing standards at all times
  • Have an awareness of all types of Self Investment: the initial aspects of Property, Member Benefits
  • including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance
  • Take guidance to achieve sign off on all work types
  • Work with your manager and as part of a team to achieve targets and respond to department needs
  • Proactively suggest improvements to the departments work processes, aiming to improve efficiency
  • Participate in any project work when required
  • Participate in ad hoc tasks when required
Your Profile:Essential:
  • Organised methodical & logical approach to Portfolio Management and Problem Solving
  • Ability to apply a common-sense approach to situations
  • Good time management skills
  • A positive, can-do attitude and takes pride in work
  • Ability to work effectively as part of a team
  • Must have excellent communication skills (oral and written)
Desirable:
  • Good standard of education
  • Experience administering pension schemes
  • Ability to work on own initiative
  • Ability to see the 'bigger picture'
What We Offer:Enjoy a competitive salary, annual discretionary bonus, and 25 days' holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.How to Apply:Interested candidates should submit applications below or contact recruitment@xpsgroup.com. Join XPS Group and contribute to a dynamic and inclusive workplace.Equal Opportunity Statement:XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.Eligibility:Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.Who are we:To find out more please visit:

XPS Pensions Group