SSAS Pensions Consultant

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Sector: Administration and Secretarial
Role: Consultant
Contract Type: Permanent
Hours: Full Time

SSAS Pensions Consultant
Location: Manchester
Working Arrangement: Hybrid
Employment Type: Full Time
Reference: 002821

XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential.

Our Self Invested Pensions business continues to grow and we are now looking for an experienced and professional SSAS Pensions Consultant to join our vibrant Manchester office with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar SSAS pensions role where they have gained knowledge and experience of SSAS pensions schemes, able to check junior members' work and portfolio management.

The Team

XPS Self Invested Pensions is part of XPS Pensions Group. We manage relationships with thousands of clients and hundreds of professional financial advice firms. Our team of specialist staff look after SIPP and SSAS client assets worth £4bn.

The Role

As a SSAS Pensions Consultant with XPS you will:

• Provide excellent customer service and keep our clients at the heart of everything we do.
• Use SSAS-pro and SIPP-pro and other computer systems to check and update records including the daily work log.
• Attend client meetings as required.
• Proactively suggest improvements to the team's work processes, aiming to improve client service and efficiency.
• Check work for fellow colleagues and recognise good work.
• Provide coaching, training, and guidance to fellow colleagues and take ownership of issues identified.
• Process pension contributions.
• Transfer benefits and/or the administration and trusteeship to/from another provider.
• Close/wind-up a pension account or scheme.
• Process new bank account and investment account applications.
• Deal with setting up new loans and ongoing administration of these.
• Provide comments on member's pension policies.
• Provide information to third parties.
• Deal with property purchases and sales.
• Provide reports and information to HMRC and FCA.
• Handle divorce issues.
• Manage death benefit issues.
• Oversee fee management.
• Ensure all compliance and SIP processes are followed at all times.
• Follow the complaints process and deal with difficult situations.
• Participate in project work.
• Actively liaise and provide feedback to team manager regarding staff, technical, and risk issues.
• Support your manager and provide management cover as required.
• Assist with the reallocation of work within the team to cover absence and ensure service standards are met.

• Previous pensions experience within SSAS is highly desirable.
• Good level of education with a minimum GCSE Grade C/Level 4 in Maths and English or equivalent.
• Excellent communication skills.
• Strong problem solver.
• Working knowledge of Microsoft Office Programs including Word, Excel, and Outlook.
• Strong team player.

• Competitive salary.
• Participation in annual discretionary bonus scheme.
• 25 days holiday plus flexibility to buy or sell holiday.
• Flexible bank holidays.
• Pension scheme with matching contributions.
• Healthcare cash plan.
• Flexible benefits scheme to support you in and out of work.
• Life assurance cover, four times basic salary.
• XPS Rewards for discounts and savings.
• Employee assistance programme for you and your household.
• Access to a digital GP service.
• Paid volunteering day for company-organised events.
• Staff referral scheme.

If you feel XPS could be the next step in your career, please apply directly via the links provided. We will consider all applicants and respond swiftly. Please discuss with the recruitment team if you require any adjustments to the recruitment process.

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

Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list.

XPS strives to respond to all applicants; if you have not heard from us within 28 days, please assume you have been unsuccessful on this occasion.