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Pensions Client Relationship Manager
Remote
Full Time
Permanent
Travel will be required with this role including regular visits to Reading office
XPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business.
Our Client Management business continues to grow and we are now looking for an experienced Client Relationship Manager to join our skilled and diverse team. This is an exciting opportunity that would most likely suit someone with previous experience in a Client Relationship Manager or a senior Pensions Administrator position where they have gained knowledge and experience of Master Trust, DC pensions schemes, technical skills and managing client relationships within the pensions industry.
The Role
As a Client Relationship Manager with XPS you will:
* Full responsibility for the administration service to a portfolio of existing clients, Master Trust and for the development of new business opportunities.
* Ensuring the efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients' requirements.
* Day to day management of client relationships with trustees, scheme members and corporate clients.
* Preparing for and where appropriate participating in trustee and client meetings.
* Managing complex pensions queries and pensions consultative advice.
* Managing ad-hoc projects and exercises, e.g. scheme closure, liability reduction exercises, introduction of new investment funds.
* Monitoring ongoing procedural developments and implementing changes to procedures where required.
* Contributing to technical sub-committees (TSC) and technical administration discussions.
* Managing the administration billing process.
* Keeping abreast of technical and legislative developments within the pensions industry.
* Working closely with other departments/teams both internal and external to the Company in order to provide a total service to our clients.
* Managing new business tenders and presentations.
* Due to the changing nature of the business, you may from time to time be required to undertake other activities of a similar nature that fall within your capabilities.
Your profile
Essential Criteria
* Previous CRM or senior Pensions Administration experience of MasterTrusts, Defined Contributions (DC) and Defined Benefits (DB) schemes is preferred.
* Able to demonstrate a very thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme.
* Demonstrate a very wide and deep knowledge of the various key areas of pensions legislation including pensions taxation, contracting out and preservation.
* Proven experience of handling complex member queries and calculations is essential.
* Previous presentational experience is required in order to lead in client meetings and new business presentations.
* Previous project management experience would be required to manage pension administration project based work.
* IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint.
* Good standard of education in particular Maths.
* APMI qualified is desirable.
What we offer:
* 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
* Life Assurance cover, four times basic salary
* XPS Rewards (offers High Street discounts and savings)
* 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.
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.
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