Sipp / SSAS Property Consultant

**Contractual hours**

37.5

**Basis**

Full time

**Job category/type**
- XPS Self Invested Pensions

**Date posted**

11/11/2024

**Job reference**

REQ002651

**SIPP / SSAS Property 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 a SIPP / SSAS Property Consultant 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 where they have gained knowledge and experience of MS Office Products.

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**
XPS Self Invested Pensions is part of XPS Group. We manage relationship with thousands of clients and hundreds of professional financial advice firms. We are only as strong as the people we employ. Our team of specialist staff look after SIPP and SSAS client assets worth £2.5bn. Our emphasis on clients means we provide personal contacts. Our business thrives by employing people who are intelligent, seek learning daily, work independently as well as part of a team, and who feel rewarded by delivering an excellent human-to-human service to clients and their advisers.

**The Role**
As a SIPP / SSAS Property Consultant with XPS you will:

Manage a portfolio of commercial property purchase and in-specie transfer transactions
- Meet and exceed customer expectations whilst maintaining department service and quality standards
- Ensure the quality of work is of the highest standard
- Liaise with Financial Advisers, Solicitors and other property professionals to ensure the transaction completes as smoothly as possible
- Working always to protect the interests of XPS, ensure department procedures are followed at all times. Within this context do everything to reassure clients and their advisers, and delight them wherever possible
- Actively make recommendations to continually improve the department’s work processes and knowledge
- Take ownership of their portfolio and all property related processes
- Making sense of pensions
- Check work of colleagues to ensure the quality of work is of the highest standard
- Participate and help resolve complaints cases relating to property

**Your profile**

**Essential Criteria**
- Maths and English GCSE grade 4/C or equivalent
- Previous experience in a similar pensions/office administration/customer service environment.
- Have a broad range of communication and influencing skills
- Attention to detail and the ability to challenge third parties when required
- Confident, self-motivated, and very organised
- Ability to see through complex processes to identify opportunities to improve
- Able to work towards tight and urgent deadlines.

**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**:

- Right to Work confirmation
-