Pensions Administrator - Level 1 - Self Invested Pensions Stirling Hybrid Full Time Permanent Ref: REQ002873 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 a number of Pensions Administrators (Level 1) to join our vibrant Stirling office with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar role where they have gained knowledge and experience of SIPP / SSAS administration and portfolio management. A FTSE 250 company, XPS combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors in respect of schemes of all sizes, including 88 with assets over £1bn. We also provide wider ranging support to insurance companies in the life and bulk annuities sector. Our people drive our success and as an XPS employee you can bring your whole self to work - Everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. It’s about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that they’re happy. Above all, it’s about ensuring everyone has a voice and feels valued. Because they are. The Team XPS Self Invested Pensions is part of XPS Group. We manage relationship 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 £2.5bn. 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. Learn more here: https://www.xpsgroup.com/what-we-do/self-invested-pensions/ The Role As a Pensions Administrator (Level 1) with XPS you will be: Provide an excellent customer service and keep our clients at the heart of everything we do Demonstrate an understanding of all training, leading to the management of a portfolio of SSASs or SIPPs, the key areas being: Meet and exceed on customer expectations whilst maintaining department service standards Demonstrate ownership over all queries and issues raised Ensure fee management principles adhered to Actively update Swift or SSASMAN plus all relevant databases Ensure Compliance and SIP department processes are followed at all times Attend client meetings as and when required Adhere to portfolio management principles and professional writing standards at all times Have an awareness of all types of Self Investment: the initial aspects of Property, Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance Take guidance to achieve sign off on all work types Work with your manager and as part of a team to achieve targets and respond to department needs Proactively suggest improvements to the departments work processes, aiming to improve efficiency Participate in any project work when required Participate in adhoc tasks when required Your profile Essential Criteria Maths and English GCSE grade 4/C or equivalent Organised methodical & logical approach to Portfolio Management and Problem Solving Ability to apply a common sense approach to situations Good time management skills A positive, can do attitude and takes pride in work Ability to work effectively as part of a team Must have excellent communication skills (oral and written) Desirable Criteria Experience administering pension schemes What We Offer Find out more about Life at XPS Find out more about Our People Approach We offer an attractive reward package, typical benefits can include: Competitive salary Participation in annual discretionary Bonus Scheme 25 days holiday plus flexibility to buy or sell holiday Flexible Bank holidays Pension scheme, matching contribution structure Healthcare cash plan Flexible Benefits Scheme to support you in and out of work, helping you look after you and your family covering Security & Protection, Health & Wellbeing, Lifestyle Life Assurance cover, four times basic salary XPS Rewards (offers High Street discounts and savings from retailers and services providers as well as offers available via phone) Employee Assistance Programme for you and your household Access to a digital GP service Paid volunteering day when participating in Company organised events Staff referral scheme when you introduce a friend to XPS 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. Please discuss with the recruitment team, via phone or email, if you require any adjustments to the recruitment process. For example, we can provide materials in an alternative format, or give you extra time in interviews or tests. If you do not feel ready to apply or still have questions, please email us by clicking here 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, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. 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 try wherever possible to respond to all applicants if for any reason you have not heard from us within 28 days of your application, please assume you have been unsuccessful on this occasion.