SIPP / SSAS Property Consultant

XPS Pensions Group

  • Stirling
  • Permanent
  • Full-time
  • 16 days ago
SIPP/SSAS Property ConsultantLocation: StirlingGrade: AssociateEmployment Type: Permanent, Full TimeHybridREQ003097About XPS Group:XPS Pensions Group is no ordinary company. We've earned numerous awards and accolades, making us an industry leader in Pensions Consultancy. As the largest pure pensions consultancy in the UK, we are a team of approximately 2000 employees spread across 15 locations nationwide. Listed on the London Stock Exchange Main Market, we pride ourselves on our ability to think and act differently, offering expert advice to over 1600 pension schemes and administering pensions for over 1,000,000 members.About the Team:We are currently seeking a SIPP/SASS Property Consultant to join our Self Invested Pensions team, based at our vibrant Stirling office with hybrid working.XPS Self Invested Pensions is part of XPS 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:As a SIPP/SSAS Property Consultant with XPS you will:
  • Manage a portfolio of commercial property purchase and in-specie transfer transactions.
  • Meet and exceed customer expectations whilst maintaining department service and quality standards.
  • Ensure the quality of work is of the highest standard.
  • Liaise with Financial Advisers, Solicitors and other property professionals to ensure the transaction completes as smoothly as possible.
  • Working always to protect the interests of XPS, ensure department procedures are followed at all times. Within this context do everything right to reassure clients and their advisers and delight them whenever possible.
  • Actively make recommendations to continually improve the department's work processes and knowledge.
  • Take ownership of their portfolio and all property related processes.
  • Making sense of pensions.
  • Check work of colleagues to ensure the quality of work is of the highest standard.
  • Participate and help resolve complaints cases relating to property.
Your Profile:
  • Previous experience in a similar SIPP/SSAS pensions role.
  • Have a broad range of communication and influencing skills.
  • Attention to detail and the ability to challenge third parties when required.
  • Confident, self-motivated, and very organised.
  • Ability to see through complex processes to identify opportunities to improve.
  • Able to work towards tight and urgent deadlines.
Qualifications:
  • Maths and English GCSE grade 4/C or equivalent
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