SIPP/SSAS Business Development Manager

Xafinity Consulting Ltd; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

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

At XPS, we don't just value the work you do – we value you. Your ambition, your ideas, your career goals and your life outside of work.Whether you're looking for your next challenge, greater flexibility, or a place where you can make a real impact, you'll find opportunities to thrive at XPS. We're built on collaboration, trust and expertise, giving our people the freedom to work their way, shape their path and be themselves.If you're looking for a career where you can grow, belong and make a difference, we'd love to hear from you.Find a career that's built for you.

Job details

Contractual hours 37.5 Basis Full time Job category/type - XPS Self Invested Pensions Date posted 19/06/2026 Job reference REQ003824

Job description

SIPP/SSAS Business Development Manager

Location: Remote - London & South England coverage

Employment Type: Permanent, Full Time

Grade: Senior Consultant

REQ003694

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:

• Working both independently, and inclusively as part of a BDM and wider team, promote and sell our SIPP, SimplySIPP and SSAS products to financial advisers.
• Pro-actively seek out and build strategic partnerships with DFM providers, their in-house advisers, bank platform providers and other investment partners for the benefit of BDM colleagues and wider business. Seek to maximise each opportunity in terms of long-term sales for SIP business.
• Focus on the Key Accounts already in place at XPS, with a special focus on St James Place and Openwork tied networks.
• Interrogation of marketing information, existing databases, FCA website, financial adviser websites and any other sources of information to identify business development opportunities. Including analysis of data produced from every financial adviser emailing, website hit data, and monthly reports.
• Proactively develop marketing materials, external ‘gatormail’ comms, press articles etc. Apply necessary diligence to ensure these require minimal amendments prior to sign-off and publishing.
• Develop monthly, weekly, and daily activity plans, and agree with Manager.
• Proactively plan and make outbound calls in order to establish new FA relationships that ultimately lead to SSAS/SIPP sales for BD function. Take inbound sales-based calls promptly and act with speed and professionalism.
• Work closely and harmoniously with internal SIP teams, including Business Development, Administration, Property, Systems, and Technical teams at all times, in order to establish and maintain excellent internal relationships and deliver seamless high-quality service to FA and clients.
• Keep relevant databases, including the CRM Workbooks, up to date daily with all actions taken (calls, emails, meetings, teleconferences) and ensure all leads are followed up expediently.
• Set up and maintain an accurate pipeline of potential sales and ensure all leads are followed up on a regular basis (at least once per month)
• Generate reports detailing activities undertaken in the month, identifying methods that have proven successful and otherwise. Feed learning into future plans.
• Where requested, review and engage with “Execution Only” clients by phone/email and adhere to all procedures and processes relating to EO clients.

Your Profile:

Essential

• Excellent understanding of financial adviser market.
• Excellent networking, relationship development and management skills.
• Confident relationship builder to the highest level, self-motivated and organised with tenacity, drive, persistence and resilience.
• Previous sales experience or similar role.
• Strong presentation and meeting skills.
• Good time management skills.
• Can-do attitude and takes pride in work.
• Ability to work in a team, and with all staff, towards targets.
• Excellent listening & communication skills.
• Ability to work on own initiative.
• Attention to detail.
• Always acting in line with FCA Consumer Duty, to deliver good outcomes for customers.

Desirable

• Detailed knowledge of SIPP and SSAS market.
• Marketing and product development skills.
• LinkedIn profile and understanding of how to maximise connections and actively use the tool to promote XPS Self Invested Pensions and our products in a professional capacity.

What We Offer:

#LI-REMOTE

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.

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