SIPP & SSAS Portfolio Specialist

XPS Group; Stirling; On-site; GBP 36,000 - 48,000; Full time

Benefits offered by this job

Health care plans

Pension matching

Life assurance

Retailer discounts

Volunteer days

Referral bonuses

Flexible benefits scheme

25 days holiday (buy/sell)

Annual discretionary bonus

Job summary

XPS Group is seeking a SIPP Consultant to join our Self Invested Pensions team at the Stirling office. The role focuses on managing SIPP/SSAS client assets, delivering personalised service, and maintaining high standards in a client-centric environment.

You will work both independently and as part of a team, supporting colleagues and advisers while ensuring regulatory and department procedures are followed. The role offers a collaborative culture and opportunities for growth within XPS Group.

Qualifications

• Must have an organised, methodical and logical approach to portfolio management.
• Excellent communication skills, both written and oral.
• Strong time management and ability to work in a team.
• Ability to apply a common-sense approach to situations.

Responsibilities

• Provide excellent customer service and keep clients at the heart of activities.
• Manage a portfolio of SSASs or SIPPs, with attention to fee management and compliance.
• Update Swift/SSASMAN and relevant databases; attend client meetings as required.
• Ensure work quality meets department standards and write clearly.
• Support process improvements and participate in project work when needed.

Education

Good standard of education

Job description

XPS Group is seeking a SIPP Consultant to join our Self Invested Pensions team at the Stirling office. The role focuses on managing SIPP/SSAS client assets, delivering personalised service, and maintaining high standards in a client-centric environment.

You will work both independently and as part of a team, supporting colleagues and advisers while ensuring regulatory and department procedures are followed. The role offers a collaborative culture and opportunities for growth within XPS Group.