SSAS Pensions Consultant

7 days ago

Manchester England United Kingdom Xafinity Consulting Ltd Full time

At XPS Group we operate a hybrid/flexible working style. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of sex, race, disability, sexual orientation, religion or belief. As part of our Disability Confident pledge we run the 'Offer an interview' scheme at XPS. If you have a disability and meet the 'essential criteria' described in the person specification for the role being applied for, you are guaranteed an interview. Access to the Disability Confident scheme simply requires you to (1) Show you meet the essential criteria described in the person specification, and (2) In the Offer an Interview Scheme section on our application form tick the box for 'do you wish to be considered under the Guaranteed Interview Scheme?' If you are successful in your application you undertake pre-employment checks which include: Right to Work confirmation, DBS Disclosure check, Qualification checks, Employment and/or educational references covering five years & Satisfactory credit check. If you have any questions or require further assistance, please email recruitment@xpsgroup.com

SSAS Pensions Consultant

Location: Manchester

Contractual hours: 37.5

Basis: Full time

Date posted: 19/03/2025

Job reference: REQ002821

Job description

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 and professional SSAS Pensions Consultant to join our vibrant and new Manchester office with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar SSAS pensions role where they have gained knowledge and experience of SSAS pensions schemes, able to check junior members work and portfolio management.

The Role

As a SSAS Pensions Consultant with XPS you will:

  • Provide an excellent customer service and keep our clients at the heart of everything we do.
  • Use SSAS-pro and SIPP-pro and other computer systems to check and update records including the daily work log.
  • Attend client meetings as and when required.
  • Proactively suggest improvements to the team's work processes, aiming to improve client service and efficiency.
  • Check work for fellow colleagues and recognise good work.
  • Provide coaching, training and guidance to fellow colleagues and take ownership of issues identified and checking all types of work.
  • Process pension contributions.
  • Transfer benefits and/or the administration and trusteeship to/from another provider.
  • Close/wind-up a pension account or scheme.
  • Process new bank account and investment account applications.
  • Deal with setting up new loans and on-going administration of these.
  • Provide comments on member's pension policies.
  • Provide information to third parties.
  • Deal with property purchases and sales.
  • Provide reports and information to HMRC and FCA.
  • Handle divorce issues.
  • Manage death benefit issues.
  • Oversee fee management.
  • Ensure all compliance and SIP process are followed at all times.
  • Follow the complaints process and be able to overcome client's objections and deal with difficult situations.
  • Participate in project work.
  • Actively liaise and feedback to team manager regarding staff, technical and risk issues.
  • Support your manager and provide management cover as and when required.
  • Assist with the reallocation of work with the team to cover absence and to ensure service standards are met.
Your profile

Essential Criteria

  • Previous pensions experience within SSAS is highly desirable.
  • Good level of education with a minimum GCSE Grade C/ Level 4 in Maths and English or equivalent.
  • Excellent communication skills.
  • Strong problem solver.
  • Working knowledge of Microsoft Office Programs including Word, Excel and Outlook.
  • Strong team player.
What we offer:
  • 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 service 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.

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.

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