SIPP Trainee Technician

Job description

SIPP Trainee Technician

Location: Stirling

Employment Type: Permanent, Full Time

Grade: Consultant

Hybrid

REQ003590

About XPS Group:

XPS Group is a prominent 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:

We are currently seeking a SIPP Trainee Technician to join our Self Invested Pensions team, based in our vibrant Stirling office. XPS Self Invested Pensions is part of XPS Group. We manage relationships 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:

• Undertake technical checking and participate in monthly risk audit work.
• Proactively coach and develop staff and identifying training needs within the business line to ensure quality targets are met and to make certain that excellent customer service is provided by the business line.
• Co-ordinate and deliver training to the highest standard, proactively contribute to the development of training material.
• Assist in the maintenance of procedures, training notes and literature ensuring technical and FCA compliance.
• Assist with the identification and development of technical improvements. within the business line to mitigate risk and improve business line efficiency
• Assist Senior Technicians as required in providing technical support to the SIP business that enables the business to provide prompt, efficient and accurate customer service to the SIP clients and helps drive the business forward.
• Proactively provides constructive feedback to Team Managers in relation to staff to help reward and identify areas of improvement.
• Assist in technical or department project work as guided by Head of Technical and Senior Technicians.
• Help resolve complaints cases as directed by the Management Team.
• This list is not exhaustive, and you may be asked to undertake any additional tasks that could be reasonably expected of a Senior Technician when department needs necessitate.

Due to the changing nature of the business, the job holder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities.

Your Profile:

Essential:

• Previous detailed experience of administration of SSAS & SIPP business.
• Experience of dealing with technical issues on SSAS or SIPP contracts.
• Experience of training and coaching individuals.
• Understanding/experience of financial services in UK.
• Ability to work under pressure and under own initiative.
• Ability to enjoy juggling numerous and complex priorities daily, balancing 'important' with 'urgent'.
• Computer literate in the use of office systems e.g Microsoft Office, spreadsheets, database.

Desirable:

• FPC or ACII or equivalent.
• Experience of developing and documenting standard procedures / training notes.

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 retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.

How to Apply:

Interested candidates should submit applications below or contact recruitment@xpsgroup.com. Join XPS Group and contribute to a dynamic and inclusive workplace.

Equal Opportunity Statement:

XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.

Eligibility:

Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.

Who are we:

To find out more please visit: www.xpsgroup.com

Extra information

Status

Open

Education Level

Secondary School

Location

Stirling

Type of Contract

Full-time jobs

Published at

12-07-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No