SIPP Consultant
New Today
Join to apply for the SIPP Consultant role at Punter Southall
3 days ago Be among the first 25 applicants
Join to apply for the SIPP Consultant role at Punter Southall
SIPP Consultant
Basis
Full time
Job category/type
- XPS Self Invested Pensions
06/08/2025
Job reference
REQ003077
SIPP Consultant
Location: Stirling Employment Type: Permanent, Full Time Grade: Associate Hybrid REQ003077
About XPS Group
XPS Group is a prominent UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes and their sponsors. Our goal is to foster a workplace where diverse talents thrive.
About The Role
We are currently seeking a SIPP Consultant to join our Self Invested Pensions Team. XPS Self Invested Pensions is part of XPS Pensions 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.
Key Responsibilities
- To provide an excellent customer service and keep our clients at the heart of everything we do
- To demonstrate an understanding of all training leading to the management of a portfolio of SSASs or SIPPs, the key areas being
- To meet and exceed on customer expectations whilst maintaining department service standards
- Demonstrating ownership over all queries and issues raised
- Ensuring fee management principles adhered to
- Actively updating Swift or SSASMAN plus all relevant databases
- Ensuring Compliance and SIP department processes are followed at all times
- Attending client meetings as and when required
- Ensure the quality of your work is of a very high standard and meets department standards
- Adhering to portfolio management principles and professional writing standards at all times
- Have an awareness of all types of Self Investment: the initial aspects of Property, Member Benefits
- including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance
- Take guidance to achieve sign off on all work types
- Work with your manager and as part of a team to achieve targets and respond to department needs
- Proactively suggest improvements to the departments work processes, aiming to improve efficiency
- Participate in any project work when required
- Participate in ad hoc tasks when required
- Organised methodical & logical approach to Portfolio Management and Problem Solving
- Ability to apply a common-sense approach to situations
- Good time management skills
- A positive, can-do attitude and takes pride in work
- Ability to work effectively as part of a team
- Must have excellent communication skills (oral and written)
- Good standard of education
- Experience administering pension schemes
- Ability to work on own initiative
- Ability to see the bigger picture
Enjoy a competitive salary, annual discretionary bonus, and 25 days holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.
How To Apply
Interested candidates should submit applications below or contact . Join XPS Group and contribute to a dynamic and inclusive workplace.
Equal Opportunity Statement
XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.
Eligibility
Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.
Who Are We
To find out more please visit: www.xpsgroup.com
LNKD1_UKTJ
Seniority level
Seniority level
Entry level
Employment type
Employment type
Contract
Job function
Job function
ConsultingIndustries
Business Consulting and Services
Referrals increase your chances of interviewing at Punter Southall by 2x
Get notified about new Consultant jobs in Stirling, Scotland, United Kingdom.
Glasgow, Scotland, United Kingdom 8 months ago
By Invite Only - Consultant Integrated Staff Bank - Internal NHS Highland Only
Commercial Consultant (Relocate to Dubai)
Glasgow, Scotland, United Kingdom 1 week ago
By Invite Only - Consultant Integrated Staff Bank - Internal NHS Highland Only
Glasgow, Scotland, United Kingdom 4 weeks ago
Managing Consultant- Business Transformation (Programme and Portfolio Management)
Glasgow, Scotland, United Kingdom 5 days ago
Sustainability Consultant or Senior Sustainability Consultant
Glasgow, Scotland, United Kingdom 5 days ago
Stirling, Scotland, United Kingdom 1 week ago
Glasgow, Scotland, United Kingdom 8 months ago
Sales Consultant (Part time, 8 hours) Sterling Mills
Tillicoultry, Scotland, United Kingdom 1 week ago
Procurement Consultant - Renewable Energy Capital Programmes & Projects
Glasgow, Scotland, United Kingdom 1 week ago
Glasgow City, Scotland, United Kingdom 2 weeks ago
Glasgow, Scotland, United Kingdom 4 days ago
Senior Business Analyst/Project Lead (BA/PL) - Strategy & Programmes
Glasgow, Scotland, United Kingdom 1 week ago
Glasgow, Scotland, United Kingdom 5 days ago
Glasgow, Scotland, United Kingdom 1 week ago
Motherwell, Scotland, United Kingdom 5 days ago
Junior Business Development Consultant - Apprenticeships (hybrid)
Stirling, Scotland, United Kingdom 6 days ago
Stirling, Scotland, United Kingdom 1 week ago
Opportunity TypePart-time associate wanted
Thornhill, Scotland, United Kingdom 1 month ago
Stirling, Scotland, United Kingdom 2 weeks ago
Anti-Financial Crime Monitoring, Testing and Oversight Consultant
Opportunity TypePart-time associate wanted
Thornhill, Scotland, United Kingdom 3 weeks ago
Stirling, Scotland, United Kingdom 2 weeks ago
Glasgow, Scotland, United Kingdom 1 week ago
Glasgow, Scotland, United Kingdom 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr- Location:
- Stirling, Scotland, United Kingdom
- Salary:
- £80,000 - £100,000
- Job Type:
- PartTime
- Category:
- Consulting