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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
- Private healthcare
- Pension scheme
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
- Background in finance or pensions preferred
- Proficient in Microsoft Office and strong numeracy skills
- 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
This is an exciting opportunity for someone looking to develop their career within pensions administration while benefiting from a supportive work environment and fantastic employee benefits. Apply today to take the next step in your career!
Job Number: VR/06246
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
