Customer Services Support for SIPP

Stirling / Hybrid

Full time

Permanent

We are looking for a dynamic and enthusiastic Customer Services Support Members to join our established and growing SIPP business in our Stirling office.

XPS is an award-winning Pensions Consultancy with over 1600 staff in locations across the UK and our business continues to experience rapid growth. XPS Self Invested Pensions is one of the UK’s leading specialists in pensions and employee benefits. Our expertise addresses the needs of both trustees and companies in pensions and actuarial services, flexible benefits, healthcare and training.

The role:

To assist SIP consultants with administration duties for their portfolio’s focusing on:

• Prepare and issuing all annual valuations and Illustrations
• Reviewing and updating contract notes, investment updates, bank statement checking and tax vouchers
• Administration for new SIPPs being set up
• Reviewing Bank Ledgers and update postings
• Demonstrating ownership over all queries and issues raised
• Awareness of fee management principles
• Actively updating SSASMAN or Swift plus all relevant databases
• Ensuring department processes are followed at all times

Your Profile:

We are looking for confident and personable Customer Service Support team members who are looking for a new challenge and want to be part of this exciting period of growth. This role requires…

• Knowledge of complaints process and be able to overcome clients objective and deal with difficult situations
• Organised methodical & logical approach to Portfolio Management and Problem Solving
• Excellent communication skills
• Ability to work in a team

What we offer?

We believe in our people and we will work with you to unlock your potential and support your career whilst giving you the opportunity to work with some of the most dynamic and collaborative people in our industry.

We embrace differences and we will respect your ideas, perspective and style. Our business thrives on our diversity and mix of experience that leads to innovation. When you take a role with XPS you will be joining a community of professionals driven by integrity and delivery and you can be sure that your wellbeing is taken seriously.

We are happy to talk about flexible working and hybrid working and we understand everyone has different needs.

We offer an attractive reward package, including:

• Competitive salary
• Participation in a Discretionary Bonus Scheme
• 25 days holiday
• A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year
• A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers.

What next?

If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly.

If you do not feel ready to apply or still have questions, please contact Mei Mei Mohan in the recruitment team at XPS at meimei.mohan@xpsgroup.com

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

XPS Pensions Group is an equal opportunities employer and positively encourages application from suitably qualified and eligible candidates regardless of sex, race, disability, sexual orientation, religion or belief.

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