SIPP & SSAS Senior Technician

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SIPP & SSAS Senior Technician

Senior Consultant

Stirling

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 Self Invested Pensions business continues to grow and we are now looking for an experienced SIPP & SSAS Senior Technician 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.

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

The team at XPS Self Invested Pensions has a wealth of experience and talent to support clients and financial advisers alike.

Our clients and advisers are at the heart of everything we do, and as such, each has a dedicated administrator for 1:1 support. In addition to this, clients and their nominated advisors have 24/7 access to their SIPP information via our secure online portal, SIPP Centre.

Both SIPP and SSAS can provide outstanding solutions for clients, but they are complex products set within a pensions framework that is forever changing. That's where XPS Self Invested Pensions can help.

Learn more here: https://www.xpsgroup.com/what-we-do/self-invested-pensions/

The Role

As a SIPP & SSAS Senior Technician with XPS you will:

• Provide technical support to the SIP business that enables the business to provide prompt, efficient and accurate customer service to the SIP clients and helps drive the business forward.
• Assist in the management and compliance of all technical issues relevant to the business line.
• Be a primary liaison point, for staff and clients, for technical queries.
• Monitor, interpret and analyse the impact of legislative and other regulatory changes as they affect SIP for the purpose of identifying practical changes to procedures and training notes to ensure continued technical and FCA compliance of the business line.
• Proactively identify and take forward the development of technical improvements within the business line to mitigate risk and improve business line efficiency.
• Assist in ensuring all FCA compliance aspects of the department are met.
• Proactively coach and develop staff and identifying training needs within the business line to ensure quality targets are met and to make certain that excellent customer service is provided by the business line.
• Deliver technical training to the highest standard, proactively contribute to the development of training material.
• Continuously maintain and promote the SIP procedures and training notes in a technically complete and FCA compliant form communicating any changes in plain English.
• Take ownership of problems / issues and see through to the end doing whatever research is deemed necessary
• Escalating relevant issues to BOM, Compliance, Legal, Finance or other relevant XPS parties, while retaining ownership.
• Proactively provides constructive feedback to Team Managers in relation to staff to help reward and identify areas of improvement.
• Maintain the Business Line Technical Task list and the Regular Task list.
• Help resolve complaints cases as directed by the Management Team.
• Undertake Monthly Risk Audit and department checking (performance measures).
• Participate, and or co-ordinate Project work within the Department as required
• Be main contact point or relationship manger with external companies (e.g., Bevirs Solicitors, Orbis)
• Attend Client meetings as and when required.
• This list is not exhaustive, and you may be asked to undertake any additional tasks that could be reasonably expected of a Senior Technician when department needs necessitate.

Your profile

Essential Criteria

• Detailed experience of administration and dealing with technical issues on SSAS & SIPP contracts
• Experience of analysing the impact of legislative and regulatory changes on administration processes
• Experience of developing and documenting standard procedures / training notes
• Ability to work under pressure and under own initiative
• Ability to enjoy juggling numerous and complex priorities daily, balancing 'important' with 'urgent'
• Computer literate in the use of office systems e.g., Microsoft Office, spreadsheets, database.

Desirable criteria

• FPC or ACII or equivalent
• Project management experience
• Client relationship/management experience

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.