SSAS & SIPP Senior Technician
Location: Stirling
Employment Type: Permanent, Full Time
Grade: Senior Consultant
Hybrid
REQ002909
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:
XPS Self Invested Pensions is part of XPS 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 adviser.
Key Responsibilities:
-
Provide technical support to the SIP business that enables the business to provide prompt, efficient and accurate customer service to the SIP clients and helps drive the business forward.
- Assist in the management and compliance of all technical issues relevant to the business line.
- Monitor, interpret and analyse the impact of legislative and other regulatory changes as they affect SIP for the purpose of identifying practical changes to procedures and training notes to ensure continued technical and FCA compliance of the business line.
- Proactively identify and take forward the development of technical improvements within the business line to mitigate risk and improve business line efficiency.
- Proactively coach and develop staff and identify training needs within the business
- Deliver technical training to the highest standard, proactively contribute to the development of training material.
- Continuously maintain and promote the SIP procedures and training notes in a technically complete and FCA compliant form communicating any changes in plain English.
- Take ownership of problems / issues and escalate relevant issues to relevant internal departments.
- Proactively provide constructive feedback to Team Managers in relation to staff to help reward and identify areas of improvement.
- Maintain the Business Line Technical Task list and the Regular Task list.
- Help resolve complaints cases as directed by the Management Team.
- Undertake Monthly Risk Audit and department checking (performance measures).
- Be main contact point or relationship manager with external companies, attending client meetings where required.
Your Profile:
Essential:
-
Detailed experience of administration and dealing with technical issues on SSAS & SIPP contracts
- Experience of analysing the impact of legislative and regulatory changes on administration processes
- Experience of developing and documenting standard procedures / training notes
- Ability to work under pressure and under own initiative
- Ability to enjoy juggling numerous and complex priorities daily, balancing ‘important’ with ‘urgent’
- Computer literate in the use of office systems e.g., Microsoft Office, spreadsheets, database
Desirable:
- FPC or ACII or equivalent
- Project management experience
- Client relationship/management experience
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
