Consultant Level 1- Self Invested Pensions

As a Consultant Level 1 with XPS you will be client facing and…

• Strong understanding of all the management of a portfolio of SSASs and SIPPs


• Knowledge of SSAS/SIPP Administration


• Act as a key member of the team and lead others by example.


• Lead client relationships



• Awareness of all types of Self Investment


• Awareness of the initial aspects of Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance
  
  We are looking for an experienced Consultant Level 1 with experience in a similar role who is looking for a new challenge and who wants to be part of this exciting period of growth. This role requires…


• Excellent communication skills, passion about SIPP/SSAS with real drive and enthusiasm


• You have an organised methodical and logical approach to Portfolio Management


• Strong problem-solving skills


• Some knowledge of pension administration


• Be passionate about developing the team to be the best they can be, unlocking the potential of others
  
  XPS Self Invested Pensions is experiencing high growth and we are now looking to hire a Consultant Level 1 to join our vibrant Stirling office with hybrid working., XPS is an award-winning Pensions Consultancy with over 1500 staff in 18 locations across the UK and our business continues to experience rapid growth. We value our people as we recognise they provide the key to our success. We currently have around 800,000 pension scheme members across a variety of industry sectors and scheme types with those members at the heart of everything we do.
  
  We believe in our people and we will work with you to unlock your potential and support your career whilst giving you the opportunity to work with some of the most dynamic and collaborative people in our industry.


Are you looking for a challenging and fulfilling career for an organisation with a conscience? At XPS, you can expect an exciting and fulfilling career in a growing business and an industry that provides a consistent challenge whilst also working to contribute positively to the communities in which we operate and help those beyond our organisation.

Our five Employee Networks - XPS Women's Network, XPS LGBTQ+ Network, XPS Menopause Network, XPS Disability Network and XPS Multicultural Network - play an important role in our culture. They lead our inclusive programme of events, campaigns and workshops throughout the year and our internal mentoring programme also has a role to play, for example in advancing gender equality.

As an employee at XPS, you know you are joining a winning team, as a testament to all the brilliant work that everyone at XPS does, we are delighted and excited to have won a clean sweep at the Prestigious Professional Pensions UK Pensions Awards 2022 winning the Investment Consultancy of the Year award, Third Party Administrator of the Year and Actuarial/Pensions Consultancy of the Year.

At XPS, we became carbon neutral across our entire value chain back in 2021 and have a strong focus on Environmental, Social and Governance (ESG) factors and sustainability, and build this ethos into all of our manager research and subsequently our client solutions.

We embrace differences and we will respect your ideas, perspective and style. Our business thrives on our diversity and mix of experience that leads to innovation. When you take a role with XPS you will be joining a community of professionals driven by integrity and delivery and you can be sure that your wellbeing is taken seriously.

We are happy to talk about flexible working and hybrid working and we understand everyone has different needs.

We offer an attractive reward package, including:

• Competitive salary


• Participation in a Discretionary Bonus Scheme


• 25 days holiday


• A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year


• A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers.


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.

We are a Disability Confident Committed employer, meaning we are committed to ensuring your XPS journey is as accessible as possible. 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 contact Mei Mei Mohan on the recruitment team at XPS.

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