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As part of the pension administration team, you'll oversee all stages of customers’ pension schemes and provide essential reports, illustrations, and client support.
- Based in Godalming
- £27,000 - £35,000 (DOE)
- Monday - Friday, 37.5 hours per week
- Flexitime
- 25 days holiday + bank holidays
Job specification:
- Collaborating with the new business and technical teams to ensure accurate and complete application information.
- Setting up new pension schemes efficiently and accurately.
- Managing and recording client data and transactions.
- Overseeing the opening and administration of client assets.
- Communicating with clients, IFAs, and Investment Managers to provide prompt, professional service.
- Processing benefit crystallisation events, calculations, and payroll.
- Managing HMRC reporting requirements.
- Keeping database records up to date.
- Generating standard correspondence with support from administrative assistants.
- Reviewing third-party information and completing due diligence checks.
- Maintaining a schedule to ensure timely completion of all administrative tasks.
- Logging copies of all correspondence with assistance from administrative staff.
- Supporting pension consultants and attending client meetings as needed.
Person specification:
- Strong multitasking and workload management to meet business needs and service agreements.
- Financial background preferred.
- Proficient in Microsoft Office with strong numeracy skills.
- Excellent organisational skills, with the ability to delegate effectively.
- Confident communicator.
- Team player.
- CII qualification or willingness to pursue certification.
Additional Information:
- Free parking
- Pension
- Private healthcare
- Death benefit
- Study support
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
