Pensions Consultant - Trustee Governance Services
Multiple Office Locations
Hybrid
Full Time
Permanent
REQ002618
XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential.
This role could be based in Leeds, London, Reading, Bristol or Belfast depending on applicant.
Our Pensions Advisory business continues to grow and we are now looking for a Senior Associate, Trustee Governance Services to join one of our vibrant offices with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar pensions secretarial role where they have gained excellent communication skills, a passion for client service, together with drive and enthusiasm.
A FTSE 250 company, XPS combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors in respect of schemes of all sizes, including 88 with assets over £1bn.
The Team
Our mission is to help our clients manage the complex issues which impact their pension scheme in a pragmatic and understandable way. Communication is a key part of this.
We advise Trustees and Corporate clients on a wide range of pension-related areas, including:
Helping them to understand the risks within their pension schemes and how they can manage this; Supporting clients and their members through the life cycle of the pension scheme. This runs from scheme set up and benefit design through to eventual scheme wind-up; Providing tailored advice on a variety of aspects including funding and member options; Analyse new and changing legislation, regulation and guidance to help clients understand what it means for their scheme and what actions they need to take; Supporting the governance of the pension scheme to ensure it is effectively and efficiently run for the ultimate benefit of the members; Advising Corporates on the pensions elements of their statutory accounts.
The Role
As a Senior Associate, Trustee Governance Services with XPS you will:
Provide general support to the wider consulting team; With the assistance of a senior colleague, prepare for, attend, and follow up from client meetings; Where appropriate, collate and publish meeting papers for client meetings; Draft minutes from client meetings within agreed timescales and ensure that action points are communicated to relevant parties and followed up; Attend and participate at internal technical training sessions and continued development of technical knowledge and understanding of client issues; Pro-actively supervise day-to-day project and client activities, seeking support from more experienced colleagues for more complex situations; Support the management of client accounts and build initial client relationships. Identify opportunities to provide additional solutions to clients where appropriate; Attend and contribute to account planning sessions; Prepare and monitor client budgets for tasks being undertaken; Assist with scheme governance matters such as monitoring statutory deadlines, setting up and maintaining scheme business plans, maintaining scheme document libraries; Work and liaise with internal departments at XPS and external advisors; Undertake, with assistance of senior colleagues, all or some of the following: drafting for pension scheme annual reports, member newsletters, and other specific member communications; Continued development of technical knowledge and understanding of client issues; Work as part of a team, initially to assist client team leaders but progressing to reviewing the work of others and communicating directly with clients at the appropriate time for you.
Your Profile
Essential Criteria
Previous pensions industry experience, particularly within the Pensions Secretarial Market; Grade 4/C in Maths and English GCSE or equivalent; Knowledge and experience of MS Office Products including proficiency in Excel and Word; Strong organisation and communication skills; A can-do attitude and a willingness to learn and develop.
What We Offer:
We offer an attractive reward package, typical benefits can include:
Competitive salary; Participation in annual discretionary Bonus Scheme; 25 days holiday plus flexibility to buy or sell holiday; Flexible Bank holidays; Pension scheme, matching contribution structure; Healthcare cash 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, four times basic salary; XPS Rewards (offers High Street discounts and savings from retailers and services providers as well as offers available via phone); Employee Assistance Programme for you and your household; Access to a digital GP service; Paid volunteering day when participating in Company organised events; Staff referral scheme when you introduce a friend to XPS.
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.
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.
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.
We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.
Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list.
XPS try wherever possible to respond to all applicants. If for any reason you have not heard from us within 28 days of your application, please assume you have been unsuccessful on this occasion. #J-18808-Ljbffr
Multiple Office Locations
Hybrid
Full Time
Permanent
REQ002618
XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential.
This role could be based in Leeds, London, Reading, Bristol or Belfast depending on applicant.
Our Pensions Advisory business continues to grow and we are now looking for a Senior Associate, Trustee Governance Services to join one of our vibrant offices with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar pensions secretarial role where they have gained excellent communication skills, a passion for client service, together with drive and enthusiasm.
A FTSE 250 company, XPS combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors in respect of schemes of all sizes, including 88 with assets over £1bn.
The Team
Our mission is to help our clients manage the complex issues which impact their pension scheme in a pragmatic and understandable way. Communication is a key part of this.
We advise Trustees and Corporate clients on a wide range of pension-related areas, including:
Helping them to understand the risks within their pension schemes and how they can manage this; Supporting clients and their members through the life cycle of the pension scheme. This runs from scheme set up and benefit design through to eventual scheme wind-up; Providing tailored advice on a variety of aspects including funding and member options; Analyse new and changing legislation, regulation and guidance to help clients understand what it means for their scheme and what actions they need to take; Supporting the governance of the pension scheme to ensure it is effectively and efficiently run for the ultimate benefit of the members; Advising Corporates on the pensions elements of their statutory accounts.
The Role
As a Senior Associate, Trustee Governance Services with XPS you will:
Provide general support to the wider consulting team; With the assistance of a senior colleague, prepare for, attend, and follow up from client meetings; Where appropriate, collate and publish meeting papers for client meetings; Draft minutes from client meetings within agreed timescales and ensure that action points are communicated to relevant parties and followed up; Attend and participate at internal technical training sessions and continued development of technical knowledge and understanding of client issues; Pro-actively supervise day-to-day project and client activities, seeking support from more experienced colleagues for more complex situations; Support the management of client accounts and build initial client relationships. Identify opportunities to provide additional solutions to clients where appropriate; Attend and contribute to account planning sessions; Prepare and monitor client budgets for tasks being undertaken; Assist with scheme governance matters such as monitoring statutory deadlines, setting up and maintaining scheme business plans, maintaining scheme document libraries; Work and liaise with internal departments at XPS and external advisors; Undertake, with assistance of senior colleagues, all or some of the following: drafting for pension scheme annual reports, member newsletters, and other specific member communications; Continued development of technical knowledge and understanding of client issues; Work as part of a team, initially to assist client team leaders but progressing to reviewing the work of others and communicating directly with clients at the appropriate time for you.
Your Profile
Essential Criteria
Previous pensions industry experience, particularly within the Pensions Secretarial Market; Grade 4/C in Maths and English GCSE or equivalent; Knowledge and experience of MS Office Products including proficiency in Excel and Word; Strong organisation and communication skills; A can-do attitude and a willingness to learn and develop.
What We Offer:
We offer an attractive reward package, typical benefits can include:
Competitive salary; Participation in annual discretionary Bonus Scheme; 25 days holiday plus flexibility to buy or sell holiday; Flexible Bank holidays; Pension scheme, matching contribution structure; Healthcare cash 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, four times basic salary; XPS Rewards (offers High Street discounts and savings from retailers and services providers as well as offers available via phone); Employee Assistance Programme for you and your household; Access to a digital GP service; Paid volunteering day when participating in Company organised events; Staff referral scheme when you introduce a friend to XPS.
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.
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.
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.
We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.
Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list.
XPS try wherever possible to respond to all applicants. If for any reason you have not heard from us within 28 days of your application, please assume you have been unsuccessful on this occasion. #J-18808-Ljbffr
