At a Glance
- Tasks: Provide excellent customer service and manage a portfolio of Self Invested Pensions.
- Company: Join XPS Group, a leading consultancy in pensions and insurance.
- Benefits: Competitive salary, bonus, 25 days holiday, and flexible benefits.
- Other info: Opportunities for career growth and participation in volunteering events.
- Why this job: Be part of a dynamic team making a real impact in the pensions sector.
- Qualifications: Organised, good communication skills, and a positive attitude.
The predicted salary is between 30000 - 40000 £ per year.
About 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.
Location: Stirling
Employment Type: Permanent, Full Time
Grade: Associate
Office Based REQ003450
About The Role
We are currently seeking a SIPP Consultant to join our Self Invested Pensions team, based in our vibrant Stirling office. XPS Self Invested Pensions is part of XPS Group. We manage relationships with thousands of clients and hundreds of professional financial advice firms. 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 excellent customer service and keep 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 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 department's work processes, aiming to improve efficiency
- Participate in any project work when required
- Participate in ad hoc tasks when required
Essential 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.
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: www.xpsgroup.com
SIPP Administrator 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 SIPP Administrator in Stirling
✨Tip Number 1
Network like a pro! Reach out to people in the pensions and insurance sectors, especially those at XPS Group. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for your interview by knowing your stuff! Research XPS Group, their values, and the SIPP role. Show us you’re not just another candidate but someone who genuinely wants to be part of our team.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. Get comfortable talking about your experience and how it relates to providing excellent customer service in the SIPP space.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace SIPP Administrator in Stirling
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the SIPP Administrator role. Highlight relevant experience and skills that match the job description, especially your customer service and communication abilities.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for our team. Share specific examples of how you've excelled in similar roles and how you can contribute to our client-focused approach.
Showcase Your Problem-Solving Skills:In your application, give us a glimpse of your organised and methodical approach to problem-solving. We love candidates who can think on their feet and come up with practical solutions!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at XPS Group
✨Know Your Pensions
Make sure you brush up on your knowledge of Self Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs). Understanding the key areas like property investments, member benefits, and compliance will show that you're serious about the role and can hit the ground running.
✨Showcase Your Customer Service Skills
Since the role emphasises excellent customer service, prepare examples from your past experiences where you've gone above and beyond for clients. Highlight how you’ve managed queries and maintained high standards, as this will resonate well with the interviewers.
✨Demonstrate Team Spirit
XPS Group values teamwork, so be ready to discuss how you’ve collaborated with others in previous roles. Share specific instances where you contributed to team goals or improved processes, showing that you can work effectively both independently and as part of a team.
✨Prepare Questions
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you gauge if XPS Group is the right fit for you.
