Responsibilities
:
1. To provide an excellent customer service and keep our clients at the heart of everything we do
2. To demonstrate an understanding of all training leading to the management of a portfolio of SSASs or SIPPs, the key areas being To meet and exceed on customer expectations whilst maintaining department service standards Demonstrating ownership over all queries and issues raised Ensuring fee management principles adhered to Actively updating Swift or SSASMAN plus all relevant databases Ensuringpliance and SIP department processes are followed at all times Attending client meetings as and when required
3. Ensure the quality of your work is of a very high standard and meets department standards
4. Adhering to portfolio management principles and professional writing standards at all times
5. Have an awareness of all types of Self Investment: the initial aspects of Property, Member Benefits
6. including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance
7. Take guidance to achieve sign off on all work types
8. Work with your manager and as part of a team to achieve targets and respond to department needs
9. Proactively suggest improvements to the departments work processes, aiming to improve efficiency
10. Participate in any project work when required
11. Participate in ad hoc tasks when required
Your Profile:
Essential:
12. Organised methodical & logical approach to Portfolio Management and Problem Solving
13. Ability to apply amon-sense approach to situations
14. Good time management skills
15. A positive, can-do attitude and takes pride in work
16. Ability to work effectively as part of a team
17. Must have excellentmunication skills (oral and written)
Desirable:
18. Good standard of education
19. Experience administering pension schemes
20. Ability to work on own initiative
21. Ability to see the 'bigger picture'
What We Offer:
Enjoy apetitive 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. Join XPS Group and contribute to a dynamic and inclusive workplace.
Equal Opportunity Statement:
XPS Group ismitted to diversity and equal opportunities. We wee 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.
Eligibility:
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:
To find out more please visit: xpsgroup Job ID 669993COhu