Trustee Governance Services, Senior Associate

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Trustee Governance Services, Senior Associate

Leeds, London, Reading, Bristol or Belfast

Hybrid

Full Time

Permanent

REQ002618

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 Pensions Advisory business continues to grow and we are now looking for a Senior Associate, Trustee Governance Services to join one of our vibrant offices with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar pensions secretarial role where they have gained excellent communication skills, a passion for client service, together with drive and enthusiasm.

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 mission is to help our clients manage the complex issues which impact their pension scheme in a pragmatic and understandable way. Communication is a key part of this.

We advise Trustees and Corporate clients on a wide range of pension-related areas, including:

• Helping them to understand the risks within their pension schemes and how they can manage this;
• Supporting clients and their members through the life cycle of the pension scheme. This runs from scheme set up and benefit design through to eventual scheme wind-up;
• Providing tailored advice on a variety of aspects including funding and member options;
• Analyse new and changing legislation, regulation and guidance to help clients understand what it means for their scheme and what actions they need to take;
• Supporting the governance of the pension scheme to ensure it is effectively and efficiently run for the ultimate benefit of the members;
• Advising Corporates on the pensions elements of their statutory accounts.

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

The Role

As a Senior Associate, Trustee Governance Services with XPS you will:

• Provide general support to the wider consulting team
• With the assistance of a senior colleague, you will prepare for, attend, and follow up from client meetings.
• Where appropriate, collate and publish meeting papers for client meetings.
• Draft minutes from client meetings within agreed timescales and ensure that action points are communicated to relevant parties and followed up.
• Attendance and participation at internal technical training sessions and continued development of technical knowledge and understanding of client issues.
• Pro-actively supervise day-to-day project and client activities, seek support from more experienced colleagues for more complex situations.
• Support the management of client accounts and build initial client relationships. Identify opportunities to provide additional solutions to clients where appropriate.
• Attend and contribute to account planning sessions.
• Prepare and monitor client budgets for tasks being undertaken.
• Assist with scheme governance matters such as monitoring statutory deadlines, setting up and maintaining scheme business plans, maintaining scheme document libraries.
• Working and liaising with internal departments at XPS and external advisor
• Undertake, with assistance of senior colleagues, all or some of the following; drafting for pension scheme annual reports, member newsletters, and other specific member communications.
• Continued development of technical knowledge and understanding of client issues.
• Working as part of a team, initially to assist client team leaders but progressing to reviewing the work of others and communicating directly with clients at the appropriate time for you.

Your profile

Essential Criteria

• Previous Pensions industry experience, particularly within the Pensions Secretarial Market.
• Grade 4/C in Maths and English GCSE or equivalent.
• Knowledge and experience of MS Office Products including proficiency in Excel and Word.
• Strong organisation and communication skills.
• A can-do attitude and a willing to learn and develop.

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.