[Hiring] SIPP/SSAS Business Development Manager @XPS Group

Role Description

XPS Self Invested Pensions is part of XPS Group. We manage relationships with thousands of clients and hundreds of professional financial advice firms. 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.

• Promote and sell our SIPP, SimplySIPP and SSAS products to financial advisers.
• Pro-actively seek out and build strategic partnerships with DFM providers, bank platform providers, and other investment partners.
• Focus on Key Accounts, especially St James Place and Openwork tied networks.
• Identify business development opportunities through marketing information and existing databases.
• Develop marketing materials and ensure minimal amendments prior to sign-off and publishing.
• Develop monthly, weekly, and daily activity plans, and agree with Manager.
• Make outbound calls to establish new FA relationships leading to SSAS/SIPP sales.
• Work closely with internal SIP teams to maintain excellent relationships and deliver high-quality service.
• Keep relevant databases up to date daily and ensure all leads are followed up expediently.
• Set up and maintain an accurate pipeline of potential sales.
• Generate reports detailing activities and feed learning into future plans.
• Review and engage with “Execution Only” clients by phone/email as requested.

Qualifications

• Excellent understanding of financial adviser market.
• Excellent networking, relationship development and management skills.
• Confident relationship builder, self-motivated, and organised.
• Previous sales experience or similar role.
• Strong presentation and meeting skills.
• Good time management skills.
• Can-do attitude and takes pride in work.
• Ability to work in a team towards targets.
• Excellent listening & communication skills.
• Ability to work on own initiative.
• Attention to detail.
• Always act in line with FCA Consumer Duty.

Requirements

• Detailed knowledge of SIPP and SSAS market.
• Marketing and product development skills.
• LinkedIn profile and understanding of how to maximise connections.

Benefits

• Competitive salary and annual discretionary bonus.
• 25 days’ holiday with buy/sell flexibility.
• Pension matching and healthcare plans.
• Life assurance and retailer discounts.
• Flexible benefits scheme and employee assistance.
• Digital GP service and paid volunteer days.
• Referral bonuses for introducing suitable candidates.

Company Description

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.