SSAS Pensions Consultant

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View more categories View less categories Sector Administration and Secretarial Role Consultant Contract Type Permanent Hours Full Time

SSAS Pensions Consultant

Associate/ Senior Associate Level

Manchester

Hybrid

Full Time

Permanent

Ref:002952

XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. 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 Self Invested Pensions business continues to grow and we are now looking for an experienced and professional SSAS Pensions Consultant to join our vibrant and new Manchester office with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar SSAS pensions role where they have gained knowledge and experience of SSAS pensions schemes.

A FTSE 250 company, XPS combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors in respect of schemes of all sizes, including 88 with assets over £1bn. We also provide wider ranging support to insurance companies in the life and bulk annuities sector.

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. It's about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that they're happy. Above all, it's about ensuring everyone has a voice and feels valued. Because they are.

The Team

XPS Self Invested Pensions is part of XPS Pensions Group. We manage relationships 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 £4bn.

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.

Learn more here:

The Role

As a SSAS Pensions Consultant with XPS you will:

• To provide an excellent customer service and keep our clients at the heart of everything we do
• Using SSAS-pro and SIPP-pro and other computer systems to check and update records including the daily work log
• Attend client meetings as and when required
• Proactively suggesting improvements to the team's work processes, aiming to improve client service and efficiency
• Checking work for fellow colleagues and recognising good work
• Providing coaching, training and guidance to fellow colleagues and take ownership of issues identified and checking all types of work
• Processing pension contributions
• Transferring benefits and/or the administration and trusteeship to/from another provider
• Closing/winding-up a pension account or scheme
• Processing new bank account and investment account applications
• Dealing with setting up new loans and on-going administration of these.
• Providing comments on member's pension policies
• Providing information to third parties
• Dealing with property purchases and sales
• Providing reports and information to HMRC and FCA
• Divorce issues
• Death Benefit issues
• Fee Management
• Ensuring all compliance and SIP process are followed at all times
• Being able to follow the complaints process and being able to overcome client's objective and deal with difficult situations
• Participate in project work
• Actively liaise and feedback to team manager regarding staff, technical and risk issues
• Supporting your manager and providing management cover as and when required
• Assisting with the reallocation of work with the team to cover absence and to ensuring service standards are met

Your profile

Essential Criteria

• Previous pensions experiences within SSAS pensions.
• Good level of education with a minimum GCSE Grade C/ Level 4 in Maths and English or equivalent
• Excellent Communication Skills
• Strong Problem Solver
• Working knowledge of Microsoft Office Programs including Word, Excel and Outlook
• Strong Team Player
• Must be able to attend Manchester office location

What we offer:

Find out more about Life at XPS

Find out more about Our People Approach

We offer an attractive reward package, typical benefits can include:

• 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, helping you look after you and your family covering Security & Protection, Health & Wellbeing, Lifestyle
• Life Assurance cover, four times basic salary
• XPS Rewards (offers High Street discounts 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.

If you do not feel ready to apply or still have questions, please email us by clicking here

The successful candidate will need to demonstrate the following requirements:

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

We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.

Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list.

XPS try wherever possible to respond to all applicants if for any reason you have not heard from us within 28 days of your application, please assume you have been unsuccessful on this occasion.

Company

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