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CRM Associate

XPS Pensions Group • London, England, United Kingdom • Posted June 07, 2026

Location London, England
Job Type Full time
Category Sales Representatives, Services
Posted June 07, 2026

The role

requires a combination of strong technical skills and experience of managing client relationships.
  • You must be able to demonstrate a thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme.

  • Experience of Defined Benefits (DB) and / or Defined Contribution (DC) schemes is required.

  • You must be able to demonstrate a very wide 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 to assist in leading client meetings and new business presentations.

  • Previous project management experience would be required to assist in leading pension administration project-based work.

  • IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint...

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