Stirling. Band. (Pensions Admin roles only). 1. Employment Status. Permanent. About the Company. Xafinity is a UK specia
Job Title & Reference Number
SIPP Consultant Level 1 (Ref: 083/17)
Business Area/Department
SIPP
Location
Stirling
Band (Pensions Admin roles only)
1
Employment Status
Permanent
About the Company
Xafinity is a UK specialist in pensions actuarial, consulting and administration, providing a wide range of advisory and compliance services to over 550 pension scheme clients. The Company combines expertise, insight and technology to address the needs of both pension trustees and sponsoring companies. The Group has more than 430 employees and offices in 6 locations across the UK: Reading, Leeds, Stirling, Belfast, London and Manchester.
About the Business Area/Department Xafinity SIP Services administers pension scheme for over four thousand SIPP and SSAS clients with around £1.5bn in assets. We’ve been administering SSAS since 1979 and SIPP since 2004.
Main duties and responsibilities • •
• • • • • • • • • •
To provide an excellent Customer Service to all our clients To Manage a Portfolio of SIPP’s the key areas being → To meet and exceed on Customer Expectations whilst maintaining department Service Standards → Portfolio is run in accordance with Fee Management principles → Completion of Pension Scheme Returns Ensure the Quality of your work is of a very high standard and meets Department Standards Work as part of a team and provide coaching and guidance to fellow colleagues Participate in any Project Work and Team Meetings Ensure that all customer requests are logged and dealt with appropriately Provide customers with clear information and documentation when requested Have an awareness of all types of Self Investment : the initial aspects of Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance Use Portfolio Management Information to ensure you understand more about your clients needs Actively update Swift plus all relevant databases Ensure department procedures are followed at all times Actively make recommendations to continually improve the Departments work processes ensuring we constantly strive to deliver an even better service to the customer
Making Sense of Pensions
Job Requirements Essential • • • • • •
Organised methodical & logical approach to Portfolio Management and Problem Solving Common Sense Good time management skills Can do attitude and takes pride in work Ability to work in a team towards targets Must have excellent communication skills
Desirable • • • •
Good standard of education Experience administering SSAS or SIPP schemes Ability to work on own initiative Pays attention to detail
Additional Details
We offer an attractive reward package, typical benefits can include: • • • • • • • •
Competitive salary Participation in Discretionary Bonus Scheme 23 days holiday, rising to 25 days after two years’ service Pension 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 Xafinity Rewards (offers discounts and savings from retailers and services providers as well as offers available via phone) Interest free season ticket loan
Xafinity is an equal opportunities employer and positively encourages application from suitably qualified and eligible candidates regardless of sex, race, disability, sexual orientation, religion or belief.
How to apply
Please email a copy of your CV and covering letter, quoting the vacancy reference number and job title to
[email protected].
Making Sense of Pensions
