Pensions Client Relationship Manager (Public Sector)

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Pensions Client Relationship Manager

Senior Consultant Grade

Middlesbrough

Hybrid

Full Time

Permanent

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 Client Management business continues to grow and we are now looking for an experienced Client Relationship Manager to join our skilled and diverse team. This is an exciting opportunity that would most likely suit someone with previous experience in a Client Relationship Manager role or a senior Pensions Administrator position where they have gained knowledge and experience of Public Sector DB pensions schemes, technical skills and managing client relationships within the pensions industry.

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

Our award-winning pensions administration business puts scheme members at the heart of everything we do. Our services include scheme administration, first-time outsourcing, member communications and scam protection.

https://www.xpsgroup.com/what-we-do/administration/

The Role

As a Client Relationship Manager with XPS you will:

• Full responsibility for the administration service to a portfolio of existing public sector clients, and for the development of new business opportunities.
• Ensuring the efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients' requirements.
• Day to day management of client relationships with trustees, scheme members and corporate clients.
• Preparing for and where appropriate participating in trustee and client meetings.
• Managing complex pensions queries and pensions consultative advice.
• Managing ad-hoc projects and exercises, e.g. scheme closure, liability reduction exercises, introduction of new investment funds. Ensuring projects are fully monitored and completed in line with customer and legislation requirements.
• Monitoring on going procedural developments and implementing changes to procedures where required.
• Contributing to technical sub-committees (TSC) and technical administration discussions.
• Managing the administration billing process.
• Keeping abreast of technical and legislative developments within the pensions industry.
• Working closely with other departments/teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support.
• Managing new business tenders and presentations.
• Due to the changing nature of the business, you may from time to time be required to undertake other activities of a similar nature that fall within your capabilities.

Your profile

Essential Criteria

• Previous CRM or senior Pensions Administration experience of Public Sector Defined Benefits (DB) schemes.
• Able to demonstrate a very thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme .
• Demonstrate a very wide and deep knowledge of the various key areas of pensions legislation including pensions taxation, contracting out and preservation.
• Proven experience of handling complex member queries and calculations is essential.
• Previous presentational experience is required in order to lead in client meetings and new business presentations.
• Previous project management experience would be required to manage pension administration project based work.
• IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint.
• Good standard of education in particular Maths.

Desirable Criteria

• APMI qualified is desirable.

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.