Senior Pensions Administrator (SIPP)

About XPS Group

XPS Group is a prominent UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes and their sponsors. Our goal is to foster a workplace where diverse talents thrive.About The Role

MJF / XPS Self Invested Pensions is part of XPS Pensions Group. We manage relationships with thousands of clients and hundreds of professional financial advice firms. We are only as strong as the people we employ. Our team of specialist staff look after SIPP and SSAS client assets worth £4bn. Our emphasis on clients means we provide personal contacts. Our business thrives by employing people who are intelligent, seek learning daily, work independently as well as part of a team, and who feel rewarded by delivering an excellent human-to-human service to clients and their advisers.Key Responsibilities

Answering queries by phone, letter and emailMeet and exceed customer expectations whilst maintaining department service standardsProvide excellent customer service and keep our clients at the heart of everything we doUse SSAS-pro and SIPP-pro and other computer systems to check and update records including the daily work logEnsure the scanning and digital filing is kept up to dateDemonstrate expertise to deal with:Processing pension contributionsTransferring benefits and/or administration and trusteeship to/from another providerClosing/winding-up a pension account or schemeProcessing new bank account and investment account applicationsDealing with setting up new loans and ongoing administrationProviding comments on member’s pension policiesProviding information to third partiesDealing with property purchases, sales and leasesProviding reports and information to HMRC and FCADivorce issuesDeath Benefit issuesEnsuring the fee management principles are adhered toDemonstrating ownership of all queries and issues raisedEnsuring Compliance and SIP department processes are followed at all timesEnsuring the quality of your work is of a high standard and meets the company’s standardsAttending client meetings as and when requiredWorking with your manager and as part of a team to achieve targets and respond to the team’s needsProactively suggesting improvements to the team’s work processes, aiming to improve client service and efficiencyChecking work for fellow colleagues and recognising good workProviding coaching, training and guidance to fellow colleagues and taking ownership of issues identifiedFollowing the complaints process and overcoming client objectionsParticipating in any project workLiaising with team manager regarding staff, technical and risk issuesSupporting your manager and providing management cover as requiredAssisting with reallocation of work to cover absence and maintain service standardsDisplaying a positive attitude while working in a team environment and participating in team meetingsParticipating in ad hoc tasks when requiredEssential

Significant experience administering SSAS or SIPP schemesA positive, can-do attitude and takes pride in workOrganised, methodical and logical approach to portfolio management and problem solvingAbility to apply a common-sense approach to situationsGood time management skillsAbility to work as part of a team but also on own initiativeExcellent communication skills (oral and written)Grade C/6 or above GCSE equivalent in Maths and EnglishAbility to see the ‘bigger picture’Pays attention to detailProficient in the use of Microsoft Office programs including Word, Excel and OutlookDesirable

Ability to lead by exampleOwns problemsWhat We Offer

Enjoy a competitive salary, annual discretionary bonus, and 25 days’ holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.How To Apply

Interested candidates should submit applications below or contact recruitment@xpsgroup.com. Join XPS Group and contribute to a dynamic and inclusive workplace.Equality and Eligibility

XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.Who Are We

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