SIPP​/SSAS Business Development Manager

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Contractual hours 37.5 Basis Full time Job category/type - XPS Self Invested Pensions Date posted 19/06/2026 Job reference REQ
003824

SIPP/SSAS Business Development Manager

Location:
Remote - London & South England coverage

Employment Type: Permanent, Full Time

Grade: Senior Consultant

REQ
003694

About XPS Group:

XPS Group is a prominent and growing 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:

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 adviser.

Key Responsibilities:

• Working both independently, and inclusively as part of a BDM and wider team, promote and sell our SIPP, SimplySIPP and SSAS products to financial advisers.
• Pro-actively seek out and build strategic partnerships with DFM providers, their in-house advisers, bank platform providers and other investment partners for the benefit of BDM colleagues and wider business. Seek to maximise each opportunity in terms of long-term sales for SIP business.
• Focus on the Key Accounts already in place at XPS, with a special focus on St James Place and Openwork tied networks.
• Interrogation of marketing information, existing databases, FCA website, financial adviser websites and any other sources of information to identify business development opportunities. Including analysis of data produced from every financial adviser emailing, website hit data, and monthly reports.
• Proactively develop marketing materials, external ‘gatormail’ comms, press articles etc. Apply necessary diligence to ensure these require minimal amendments prior to sign-off and publishing.
• Develop monthly, weekly, and daily activity plans, and agree with Manager.
• Proactively plan and make outbound calls in order to establish new FA relationships that ultimately lead to SSAS/SIPP sales for BD function. Take inbound sales-based calls promptly and act with speed and professionalism.
• Work closely and harmoniously with internal SIP teams, including Business Development, Administration, Property, Systems, and Technical teams at all times, in order to establish and maintain excellent internal relationships and deliver seamless high-quality service to FA and clients.
• Keep relevant databases, including the CRM Workbooks, up to date daily with all actions taken (calls, emails, meetings, teleconferences) and ensure all leads are followed up expediently.
• Set up and maintain an accurate pipeline of potential sales and ensure all leads are followed up on…