Pension Consultant - Stirling, United Kingdom - XPS Pensions Group

Tom O´Connor

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Tom O´Connor

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Description

SSAS Consultant - Level 1

Stirling (Hybrid)

Full Time
We are an award-winning Pensions Consultancy with over 1500 staff in locations across the UK.

XPS Self Invested Pension (SIP) Services administers pension schemes for over four thousand SIPP and SSAS clients with around £1.5bn in assets.

We've been administering SSAS since 1979 and SIPP since 2004.


The role**:

As a SSAS Consultant at 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.
  • Possess 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:


We are looking for a organised, logical and personable SSAS Consultant who is looking to for rewarding career within an established team.


  • Strong Problem Solver
  • Excellent Communication
  • Strong Initiatives
  • Experiences in administering pension is highly desirable
  • Solid academic background

What we offer?


We believe in our people and we will work with you to unlock your potential and support your career whilst giving you the opportunity to work with some of the most dynamic and collaborative people in our industry.

We embrace differences and we will respect your ideas, perspective and style. Our business thrives on our diversity and mix of experience that leads to innovation.

When you take a role with XPS you will be joining a community of professionals driven by integrity and delivery and you can be sure that your wellbeing is taken seriously.

We are happy to talk about flexible working and hybrid working and we understand everyone has different needs.

We offer an attractive reward package, including:

  • Competitive salary
  • Participation in a Discretionary Bonus Scheme
  • 25 days holiday
  • A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year
  • A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers.

What next?

  • Right to Work confirmation
  • DBS Disclosure check
  • Employment or educational references covering five years
  • Satisfactory credit check

Job details:

Job reference

  • REQ001600
Date posted

  • 25/01/2023
Application closing date

  • 28/02/2023
Location

  • Stirling
Salary

  • Blank
Package

  • Please see below
Contractual hours

  • 37.5
Basis

  • Full time
Job category/type

  • XPS Self Invested Pensions
Blank

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