- Demonstrate ownership over all queries and issues raised
- Ensure fee management principles are adhered to
- Actively update Swift or SSASMAN plus all relevant databases
- Ensure Compliance and SIP department processes are followed at all times
- Attend client meetings as and when required
- Ensure the quality of your work meets high standards and department requirements
- Adhere to portfolio management principles and professional writing standards
- Awareness of all types of Self Investment: 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 team to achieve targets and respond to department needs
- Participate in project work/adhoc tasks when required
- Grade 4/C in Maths and English GCSE or equivalent
- Previous experience in a similar pensions or office administration role
- Knowledge and experience of MS Office Products including proficiency in Excel and Word
- Strong organization and communication skills
- A can-do attitude and willingness to learn and develop
- Previous experience taking a methodical & logical approach to Portfolio Management and Problem Solving
- Previous Self Invested Pensions experience
- Competitive salary
- Participation in annual 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
- Life Assurance cover, four times basic salary
- XPS Rewards (offers High Street discounts and savings)
- Employee Assistance Programme for you and your household
- Access to a digital GP service
- Paid volunteering day when participating in Company organized events
- Staff referral scheme when introducing a friend to XPS
- Right to Work confirmation
- DBS Disclosure check
- Employment or educational references covering five years
- Satisfactory credit check
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Pensions Administrator - Stirling - Xafinity Consulting Ltd

2 days ago

Description
At XPS Group, we offer a hybrid/flexible working style that values diversity and inclusion. As an equal opportunities employer, we encourage applications from suitably qualified candidates regardless of their background or characteristics. In our commitment to disability inclusion, we run the 'Offer an interview' scheme at XPS, which guarantees an interview for individuals with disabilities who meet the essential criteria for the role.
Pensions Administrator - Self Invested Pensions
Location: Stirling
Contractual hours: 37.5
Basis: Full time
Job reference: REQ002648
XPS Group is a leading UK consulting and administration business specializing in pensions and insurance sectors.
We are seeking a Pensions Administrator to join our vibrant Stirling office with hybrid working. This role would suit someone with previous experience in a similar pensions or office administration role where they have gained knowledge and experience of MS Office products.
The Role:
Your profile:
Essential Criteria:
Desirable Criteria:
What we offer:
What next:
If you feel XPS could be the next step on your career ladder, please apply directly via the provided links. We will consider all applicants and respond swiftly.
Please discuss with the recruitment team if you require any adjustments to the recruitment process.
The successful candidate will need to demonstrate:
We continuously strive to build an inclusive workplace where all forms of diversity are valued.
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Pensions Administrator
XPS Pensions Group- Stirling
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Pensions Administrator
ENGINEERINGUK- City of Edinburgh
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Pensions Administrator
ENGINEERINGUK- Perth
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Pensions Administrator
Arthur J. Gallagher & Co. (AJG)- City of Edinburgh
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Pensions Administrator
Xafinity Consulting Ltd- City of Edinburgh
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Pensions Administrator
Xafinity Consulting Ltd- Perth
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Senior Pensions Administrator
Alexander Lloyd- Edinburgh
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Senior Pensions Administrator
XPS Pensions- City of Edinburgh
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Senior Pension Administrator
Search- Edinburgh
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Senior Pension Administrator
Alexander Lloyd- City of Edinburgh
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Senior Pensions Administrator
IDEX Consulting- Glasgow
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Senior Pensions Administrator
Aptia UK Limited- City of Edinburgh
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Senior Pensions Administrator
Xafinity Consulting Ltd- Perth
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Senior Pension Administrator
Spence & Partners Ltd.- Glasgow
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Experienced Pensions Administrator
Part time Isio- City of Edinburgh
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Senior Pension Administrator
Eden Scott- Edinburgh
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Senior Pension Administrator
Eden Scott- City of Edinburgh
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Senior Pensions Administrator
XPS Pensions- Perth
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Senior Pensions Administrator
Xafinity Consulting Ltd- City of Edinburgh