Consultant

Consultant Level 1 - Self Invested Pensions
XPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential.
Our Pensions Administration business in Stirling continues to grow and we are now looking for a Self Invested Pensions Consultant to join our vibrant office with hybrid working. This is an exciting role and would most likely suit someone with
previous experience in a similar role or has good basic knowledge of SIPP.
XPS is the only UK pensions specialist listed on the London Stock Exchange Main Market and we have the scale and flexibility to think and act differently. We are a multi-award-winning Pensions Consultancy with over 1 million member pension schemes administered and 1800 staff in locations across the UK. We advise on all things workplace pensions related. We help trustees and employers run pension schemes for the benefit of both current and former employees and we support scheme members in a way that is relevant, innovative and easily digestible.
Our people drive our success and as an XPS employee you can bring your whole self to work - Everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. Its about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that theyre happy. Above all, its about ensuring everyone has a voice and feels valued. Because they are.
The Team
XPS Self Invested Pensions is an award-winning SIPP and SSAS pension provider, trustee, and administrator. We have specialised in self invested pensions for more than 40 years. We offer the very highest independently rated products, competitively priced, and carefully administered by excellent, and directly accessible, people.
The Role
As a
Self Invested Pensions Consultant
with XPS you will:
Be responsible for providing excellent customer service to our portfolio of clients, managing their queries, and looking after investments and retirement benefits.
Adhere to portfolio management principles and professional writing standards, working with your manager and as part of a team, to achieve targets and respond to department needs.
Have the awareness of all types of Self Investment: the initial aspects of Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance.
Have knowledge of SSAS/SIPP Administration and will be able to demonstrate understanding of all the management of a portfolio of SSASs and SIPPs
Your profile
Essential Criteria
Must have a good level of education, ideally graduate but would welcome from those with experiences within financial industry or similar.
Proficient with Microsoft Office.
Excellent communication skills, passion about SIPP/SSAS with real drive and enthusiasm
You must have an organised methodical and logical approach to Portfolio Management
Strong problem-solving skills
Some knowledge of pension administration
Keen to learn and progress further.
Desirable Criteria
Experience administering pension schemes
Ability to work on own initiative
Ability to see the 'bigger picture'
What we offer
We offer an attractive reward package, typical benefits can include:
Competitive salary
Participation inannual discretionary Bonus Scheme
25 days holiday plus flexibility to buy or sell holiday
Flexible Bank holidays
Pension scheme, matching contribution structure
Healthcare cash plan
Flexible Benefits Scheme to support you in and out of work, helping you look after you and your family covering Security & Protection, Health & Wellbeing, Lifestyle
Life Assurance cover, four times basic salary
XPS Rewards (offersHigh Streetdiscounts and savings from retailers and services providers as well as offers available via phone)
Employee Assistance Programme for you and your household
Access to a digital GP service
Paid volunteering day when participating in Company organised events
Staff referral scheme when you introduce a friend to XPS
What next:
If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly.
Please discuss with the recruitment team, via phone or email, if you require any adjustments to the recruitment process. For example, we can provide materials in an alternative format, or give you extra time in interviews or tests.
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