At a Glance
- Tasks: Deliver top-notch customer service and assist with SIPP administration tasks.
- Company: Join XPS Group, a leading UK consultancy in pensions and insurance.
- Benefits: Enjoy competitive salary, bonus, 25 days holiday, and flexible benefits.
- Other info: Diverse workplace with opportunities for growth and volunteering.
- Why this job: Be part of a dynamic team making a real impact in the pensions sector.
- Qualifications: Organised, good communicator, and ideally experienced in pension schemes.
The predicted salary is between 27000 - 33000 £ per year.
About XPS Group
XPS Group is a prominent and growing 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.
- Grade: Associate
- Office Based
About The Role
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 to all our clients
- To assist SIP consultants with administration duties for their portfolios focusing on:
- Prepare and issuing all annual valuations and Illustrations.
- Reviewing and updating contract notes, investment updates and tax vouchers.
- Paying property insurance and property manager invoices.
- Administration for new SIPPs being set up.
- Demonstrating ownership over all queries and issues raised.
- Awareness of fee management principles.
- Actively updating SSASMAN or Swift plus all relevant databases.
- Ensuring department processes are followed at all times.
- Assist with incoming/outgoing mail to cover Office Manager time off.
- Participate in any Department project work and ad-hoc tasks when required.
- Ownership of self-assessment return including reviewing and gathering any data required for submission of this.
- 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 knowledge of all types of Self Investment, Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance.
- Work with your manager and as part of a team to achieve targets and respond to department needs.
- Checking work for fellow colleagues as and when required as well as recognising good work.
- Participate in monthly risk audit of support work.
- Provide cover for SIP Finance Team as and when required.
- Take ownership of the GEQ Audit rework for the support team - delegating rework to the relevant consultant and highlighting any training/risk issues to your Team Manager.
- Proactively suggest improvements to the departments work processes, aiming to improve efficiency.
- Have knowledge of complaints process and be able to overcome clients objections and deal with difficult situations.
Your Profile
- 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.
- Equal Opportunities 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: www. xpsgroup. com
- #J-18808-Ljbffr
Customer Services Support (Self Invested Pensions) in Stirling employer: XPS Group
XPS Group is an excellent employer, offering a supportive work culture that values teamwork and professional growth. Located in the vibrant town of Middlesbrough, employees benefit from a hybrid working model that promotes work-life balance, alongside opportunities for skill development and career advancement within the payroll sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Services Support (Self Invested Pensions) in Stirling
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at XPS Group. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like XPS Group before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Services Support (Self Invested Pensions) in Stirling
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to XPS Group:Your cover letter is your chance to shine! Tell us why you want to work at XPS Group specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at XPS Group!
How to prepare for a job interview at XPS Group
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
