SIPP / SSAS Property Consultant

Xafinity Consulting Ltd; Stirling; Hybrid; GBP 10,000 - 40,000; Full time

Job summary

An established industry player is seeking a SIPP / SSAS Property Consultant to join their dynamic team in Stirling. This role offers the chance to manage a diverse portfolio of commercial property transactions while ensuring high-quality service for clients. You will collaborate with financial advisers and property professionals, driving improvements in work processes. The company promotes a flexible working environment and values diversity, making it an exciting opportunity for motivated candidates looking to advance their careers in the pensions and insurance sectors. Join this innovative firm and make a significant impact on their growing business.

Benefits

Competitive salary

Annual discretionary bonus scheme

25 days holiday plus flexibility

Pension scheme with matching contributions

Healthcare cash plan

Flexible benefits scheme

Life assurance cover

Employee assistance programme

Qualifications

• Experience in pensions, office administration, or customer service is essential.
• Strong attention to detail and organizational skills are required.

Responsibilities

• Manage a portfolio of commercial property transactions.
• Liaise with financial advisers and solicitors for smooth transactions.

Skills

Attention to detail

Customer service

Organizational skills

Ability to work under tight deadlines

Education

Maths and English GCSE grade 4/C or equivalent

Job description

At XPS Group we operate a hybrid/flexible working style. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of sex, race, disability, sexual orientation, religion or belief. As part of our Disability Confident pledge we run the ‘Offer an interview’ scheme at XPS. If you have a disability and meet the ‘essential criteria’ described in the person specification for the role being applied for, you are guaranteed an interview.

If you have any questions or require further assistance, please email [e-mail].

SIPP / SSAS Property Consultant

Location: Stirling

Type: Full Time, Permanent

Contractual hours: 37.5

Date posted: 11/11/2024

Job reference: REQ002651

Job Description

XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. Our Self Invested Pensions business continues to grow and we are now looking for a SIPP / SSAS Property Consultant to join our Stirling office with hybrid working.

The Role

As a SIPP / SSAS Property Consultant with XPS you will:

• Manage a portfolio of commercial property purchase and in-specie transfer transactions.
• Meet and exceed customer expectations whilst maintaining department service and quality standards.
• Ensure the quality of work is of the highest standard.
• Liaise with Financial Advisers, Solicitors and other property professionals to ensure the transaction completes as smoothly as possible.
• Actively make recommendations to continually improve the department’s work processes and knowledge.
• Take ownership of their portfolio and all property related processes.
• Participate and help resolve complaints cases relating to property.

Your Profile

Essential Criteria:

• Maths and English GCSE grade 4/C or equivalent.
• Previous experience in a similar pensions/office administration/customer service environment.
• Attention to detail and the ability to challenge third parties when required.
• Confident, self-motivated, and very organised.
• Ability to work towards tight and urgent deadlines.

What We Offer:

• Competitive salary.
• Participation in annual discretionary Bonus Scheme.
• 25 days holiday plus flexibility to buy or sell holiday.
• Pension scheme, matching contribution structure.
• Healthcare cash plan.
• Flexible Benefits Scheme.
• Life Assurance cover, four times basic salary.
• Employee Assistance Programme.

What Next:

If you feel XPS could be the next step on your career ladder, please apply directly via the links provided.

The successful candidate will need to demonstrate the following requirements:

• Right to Work confirmation.
• DBS Disclosure check.
• Employment or educational references covering five years.
• Satisfactory credit check.

We continuously strive to build an inclusive workplace where all forms of diversity are valued.

Please note we reserve the right to close our vacancies early.