Pensions Administrator

We are excited to offer an excellent opportunity for a Pensions Administrator to join our client’s friendly and structured team in Godalming. The role presents significant career development prospects, with ongoing support, including exam guidance and study leave. As a Pensions Administrator, you will be involved in a variety of tasks, including preparing documentation, collaborating information and supporting pension consultants. The ideal candidate will be organised, analytical and a strong communicator.

Company Benefits:

• Onsite parking
• Flexible working
• Personal development- help developing your role, exam support including guidance, study leave and the cost of study
• Accrue additional holiday for extra hours worked
• Life cover, Pension scheme and Private healthcare

Key Responsibilities:

• Prepare documentation for consultants to present to clients
• Collate information from prior pension schemes and draft initial analysis of clients' other pension arrangements
• Set up scheme current/deposit accounts as required
• Obtain transfer value quotes and manage transfers agreed by the consultant
• Draft initial actuarial reports and prepare submissions for Inland Revenue approval
• Follow up with the Inland Revenue to ensure timely approval
• Complete all administrative tasks on the establishment checklist
• Attend to scheme registration and assist with scheme reviews
• Draft client letters and reminders for scheme reviews, ensuring timely annual reviews or as otherwise agreed
• Assist consultants in reminding clients about contribution payments and track variations in contribution levels
• Handle year-end administrative tasks, including life cover arrangements
• Generate standard client correspondence with the assistance of administrative staff
• Ensure timely completion of all administrative tasks by managing schedules and delegating as necessary

Investment/Borrowing Transactions:

• Assisting Consultants by researching and/or obtaining quotations for investments from the company’s list of investments.
• Preparing and processing paperwork for deposits, stock market investment, property and other investments.
• Preparing loan documentation.
• Calculating loan interest when due, billing it where necessary, and monitoring receipt thereof.
• Liaising with Consultants to monitor closely all investment/loan/property transactions parties to ensure no breach of limits/legal requirements.
• Liaising with Consultants to monitor closely all transactions with members and/or connected parties to ensure no breach of legal requirements.

Experience and Skills Requirements:

• Strong multitasking abilities with excellent workload management as well as proficiency in Microsoft Office and strong numeracy skills
• Background in finance or pensions preferred
• Excellent organisational skills and the ability to delegate effectively
• Confident and clear communicator, both written and verbal
• A team player with a proactive approach
• Willingness to pursue CII qualification or similar certification

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted

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