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As a key member of the pension administration team, you will be responsible for managing all aspects of members' pension schemes from inception to completion. You will also collaborate with the team to generate reports, provide illustrations, and deliver a dedicated client service.
- Based in Godalming
- £27,000 - £35,000 salary (DOE)
- Monday - Friday, 37.5 hours per week
Benefits:
- 25 days holiday + bank holidays (3 reserved for Christmas)
- Flexi time (core hours 10am - 4pm)
- Free car parking
- 5% Pension contribution
- Private health care scheme
- 4x salary death benefit
- Study support
Job Description:
- Work closely with the new business and technical teams to ensure accurate and complete application information.
- Efficiently set up new pension schemes with precision and accuracy.
- Maintain and update client records, transactions, and data.
- Manage client assets, including opening and operating accounts.
- Communicate with clients, IFAs, and Investment Managers, ensuring exceptional service delivery in a professional and timely manner.
- Process benefit crystallisation events, perform calculations, and manage payroll operations.
- Prepare and submit reports in compliance with HMRC regulations.
- Update and maintain database records accurately.
- Generate standard correspondence with support from administrative assistants.
- Complete due diligence checks and review third-party reports.
- Maintain schedules to ensure timely processing of administrative duties.
- Log and archive correspondence with administrative support.
- Assist pension consultants and attend client meetings as required.
Person Specification:
- CII qualifications or a willingness to study towards certificate-level accreditation.
- Commitment to studying for and passing a general financial services qualification.
- Strong multitasking abilities with effective workload planning to meet business needs and service level agreements.
- Some financial background preferred.
- Proficient in Microsoft Office with strong numerical skills.
- Excellent organisational skills with the ability to delegate tasks to junior staff.
- Confident communicator, capable of engaging with high-net-worth individuals and senior professionals.
- Team player with outstanding communication and interpersonal skills.
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.
