SSAS & SIPP Senior Technician

XPS Group; Stirling; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Bonus scheme

Holiday entitlement

Pension

Healthcare

Flexible benefits

Life assurance

Employee discounts

Job summary

Join a forward-thinking company as a SSAS & SIPP Senior Technician, where you will play a crucial role in delivering exceptional service and support. This position offers the opportunity to work with a diverse team, providing technical expertise and coaching others to excel in their roles. With a focus on compliance and efficiency, you will help shape procedures and enhance client relationships. Enjoy a supportive environment that values your contributions and promotes your professional growth. If you are passionate about pensions and want to make a difference, this is the perfect opportunity for you.

Qualifications

• Experience in SSAS & SIPP administration and technical issues.
• Ability to develop procedures and provide technical training.

Responsibilities

• Provide technical support for accurate customer service.
• Manage compliance with technical issues and legislative changes.
• Coach staff and maintain technical task lists.

Skills

Administration and technical issues on SSAS & SIPP contracts

Understanding legislative and regulatory impacts

Developing procedures and training notes

Ability to work under pressure

Proficient in Microsoft Office

Education

FPC, ACII, or equivalent qualification

Job description

Join to apply for the SSAS & SIPP Senior Technician role at XPS Group

5 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Location: Stirling

Work Arrangement: Office based for the first 6 months, then gradually hybrid

Employment Type: Full Time, Permanent

Ref: REQ002909

XPS Group is a leading UK consulting and administration business specialising in pensions and insurance sectors. Our Self Invested Pensions division is growing, and we are seeking a SSAS & SIPP Senior Technician to join our Stirling office. This role is ideal for someone with experience in administration and technical issues related to SSAS & SIPP contracts.

As a FTSE 250 company, XPS combines expertise, insight, and technology to serve over 1,400 pension schemes and their sponsors. We manage pensions for over one million members and offer advisory services to schemes of all sizes, including 88 with assets over £1bn. We also support insurance companies in the life and bulk annuities sectors.

Our people are our success. We promote inclusion and diversity, providing support and training for growth. We value every voice and aim to create a respectful, inclusive environment.

The Team

XPS Self Invested Pensions manages relationships with thousands of clients and hundreds of financial advice firms, overseeing assets worth £2.5bn. Our team of specialists provides personalized service, emphasizing continuous learning and independent work.

The Role

As a SSAS & SIPP Senior Technician, you will:

1. Provide technical support to ensure prompt and accurate customer service.
2. Manage and ensure compliance with technical issues.
3. Interpret legislative and regulatory changes affecting SIPPs, updating procedures accordingly.
4. Develop technical improvements to mitigate risks and enhance efficiency.
5. Coach and develop staff, delivering high-standard technical training.
6. Maintain and update SIP procedures and training notes clearly.
7. Own problem resolution and escalate issues as needed.
8. Provide feedback to management for staff development.
9. Maintain technical task lists and performance checks.
10. Assist with complaint resolution and risk audits.
11. Act as main contact with external companies and attend client meetings.

Your profile

Essential Criteria

• Experience with administration and technical issues on SSAS & SIPP contracts
• Understanding legislative and regulatory impacts on administration
• Experience in developing procedures and training notes
• Ability to work under pressure and independently
• Proficient in Microsoft Office and related systems

Desirable Criteria

• FPC, ACII, or equivalent qualification
• Project management experience
• Client relationship management experience

What We Offer

Our benefits include a competitive salary, bonus scheme, holiday entitlement, pension, healthcare, flexible benefits, life assurance, employee discounts, and more. We support your growth and work-life balance.

Next Steps

If you are interested, apply via the provided links. We consider all applications and will respond promptly. For accommodations or questions, contact our recruitment team.

The successful candidate must demonstrate:

• Right to Work
• DBS check
• References covering five years
• Satisfactory credit check

We value diversity and inclusion. We may close vacancies early and only accept CVs directly from candidates or preferred suppliers. If you don't hear within 28 days, please assume unsuccessful application.