Pensions Client Services Advisor – Manchester

XPS Group

Manchester

On-site

GBP 24,000 - 29,000

Full time

13 days ago

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Benefits offered by this job

Competitive salary
Discretionary annual bonus
25 days' holiday with buy/sell option
Pension matching
Healthcare plans
Life assurance
Retailer discounts
Flexible benefits scheme
Volunteer days

Job summary

XPS Group, a leading UK pensions and insurance consultancy, is seeking an Administrator for the MJF/XPS Self Invested Pensions arm in Manchester. The role involves handling client queries, updating pension records, and ensuring accurate, compliant administration within a collaborative team.

You will work with SSASMAN and SWIFT, support day-to-day processing, and contribute to service improvements while maintaining high standards of client care and professionalism.

Qualifications

  • Experience administering pension schemes and related records.
  • Excellent communication skills (oral and written).
  • Attention to detail and accuracy in records management.

Responsibilities

  • Answer queries by phone, letter and email.
  • Provide excellent customer service with clients at heart of activities.
  • Use SSASMAN, SWIFT and other systems to check and update records.
  • Handle incoming/outgoing post and maintain filing systems.
  • Ensure fee management principles are followed.
  • Demonstrate ownership of queries, ensuring compliance and SIP processes.

Skills

Organised & methodical
Time management
Strong communication
Team player
Positive attitude
Problem solving

Education

Good standard of education

Tools

SSASMAN
SWIFT

Job description

XPS Group, a leading UK pensions and insurance consultancy, is seeking an Administrator for the MJF/XPS Self Invested Pensions arm in Manchester. The role involves handling client queries, updating pension records, and ensuring accurate, compliant administration within a collaborative team.

You will work with SSASMAN and SWIFT, support day-to-day processing, and contribute to service improvements while maintaining high standards of client care and professionalism.

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