Customer Services Support (SIPP/SSAS)
Location: Manchester
Employment Type: Permanent, Full Time
Grade: Associate
Office Based
REQ003785
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.
About the Role:
MJF/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:
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Answering queries by phone, letter and email.
- Providing an excellent customer service and keep our clients at the heart of everything we do.
- Using SSASMAN and SWIFT and other computer systems to check and update records.
- Dealing with incoming and outgoing post.
- Ensuring the Scanning and Digital Filing is kept up to date.
- Ensuring fee management principles are adhered to.
- Demonstrating ownership of all queries and issues raised ensuring Compliance and SIP department processes are followed at all times.
- Ensuring Compliance and SIP department processes are followed at all times.
- Ensuring the quality of you work is of a high standard and meets the company’s standards.
- Working with your manager and as part of a team to achieve targets and respond to the team’s needs.
- Proactively suggesting improvements to the team’s work processes, aiming to improve client service and efficiency.
- Participating in ad hoc tasks when required.
- Displaying a positive attitude while working in a team environment – including participation at team meetings.
Your Profile:
Essential:
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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 via Apply Now option or contact
[email protected] for more information. Join XPS Group and contribute to a dynamic and inclusive workplace.
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
