Customer Services Support (Self Invested Pensions

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Job profile for Customer Services Support (Self Invested Pensions)

The job requirements are detailed below. Where applicable the skills, qualifications and memberships required for this job have also been included.

As disability confident committed, we will support all applicants throughout the recruitment process. Each stage of the process is inclusive and offers reasonable adjustments where required.

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Contractual hours 37.5 Basis Full time Job category/type - XPS Self Invested Pensions Date posted 05/08/2026 Job reference REQ
003768

Customer Services Support (Self Invested Pensions)

Location:

Stirling

Employment Type:

Permanent, Full Time

Grade:
Associate

Office Based

REQ
003769

#LI-Onsite

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 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 to all our clients
• To assist SIP consultants with administration duties for their portfolios focusing on:
  • Prepare and issuing all annual valuations and Illustrations.
  • Reviewing and updating contract notes, investment updates and tax vouchers.
  • Paying property insurance and property manager invoices.
  • Administration for new SIPPs being set up.
  • Demonstrating ownership over all queries and issues raised.
  • Awareness of fee management principles.
  • Actively updating SSASMAN or Swift plus all relevant databases.
  • Ensuring department processes are followed at all times.
• Assist with incoming/outgoing mail to cover Office Manager time off.
• Participate in any Department project work and ad-hoc tasks when required.
• Ownership of self-assessment return including reviewing and gathering any data required for submission of this.
• 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 knowledge of all types of Self Investment, Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance.
• Work with your manager and as part of a team to achieve targets and respond to department needs.
• Checking work for fellow colleagues as and when required as well as recognising good work.
• Participate in monthly risk audit of support work.
• Provide cover for SIP Finance Team as and when required.
• Take ownership of the GEQ Audit rework for the support team - delegating rework to the relevant consultant and highlighting any training/risk issues to your Team Manager.
• Proactively suggest improvements to the departments work processes, aiming to improve efficiency.
• Have knowledge of complaints process and be able to overcome clients objections and deal with difficult situations.

Your Profile:

Essential:

• 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).

Desirable:

• Good standard of education.
• Experience administering pension schemes.
• Ability to work on own initiative.
• Ability to see the 'bigger picture'.

What We Offer:

Enjoy a competitive salary, annual discretionary bonus, and 25 days' holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and…