Remote SIPP/SSAS Growth & Partnerships Lead

Xafinity Consulting Ltd

Greater London

Hybrid

GBP 60,000 - 90,000

Full time

11 days ago
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Benefits offered by this job

Annual discretionary bonus
25 days holiday with buy/sell
Pension matching
Healthcare plans
Life assurance
Retailer discounts
Volunteer days

Job summary

XPS Group, a UK pensions and investment consultancy, is seeking a SIPP/SSAS Business Development Manager to expand relationships with financial advisers across London and the South. You will promote SIPP, SimplySIPP and SSAS products, build partnerships, and manage a strong pipeline with robust outbound activity.

The role requires senior consultancy experience, excellent networking skills, and the ability to work autonomously within a supportive team environment.

Qualifications

  • Excellent understanding of financial adviser market.
  • Strong networking and relationship management skills.
  • Confident relationship builder with self-motivation and resilience.
  • Previous sales experience or similar role.
  • Strong presentation and meeting skills.
  • Ability to work in a team and meet targets.
  • Excellent listening and communication skills.
  • Attention to detail and FCA Consumer Duty compliance.

Responsibilities

  • Promote and sell SIPP, SimplySIPP and SSAS products to financial advisers.
  • Build strategic partnerships with DFM providers and platform providers.
  • Focus on key accounts like St James Place and Openwork networks.
  • Develop marketing materials and communications with minimal sign-off edits.
  • Maintain accurate pipeline and CRM with leads and activities.
  • Generate reports on monthly activities and learnings.
  • Plan outbound calls and inbound sales to grow SSAS/SIPP sales.
  • Collaborate with internal SIP teams to deliver high-quality service.

Skills

Networking
Relationship building
Sales experience
Communication skills
Time management
Presentations
Team collaboration
Organised

Job description

XPS Group, a UK pensions and investment consultancy, is seeking a SIPP/SSAS Business Development Manager to expand relationships with financial advisers across London and the South. You will promote SIPP, SimplySIPP and SSAS products, build partnerships, and manage a strong pipeline with robust outbound activity.

The role requires senior consultancy experience, excellent networking skills, and the ability to work autonomously within a supportive team environment.

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