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Pensions Administrator

Lloyd Recruitment Services Ltd
Posted 16 days ago, valid for 7 days
Location

Guildford, Surrey GU48EY, England

Salary

£28,000 - £33,600 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Administrator Assistant and Administrator roles are available in an office-based setting, requiring 37.5 hours of work per week from Monday to Friday.
  • The salary for these positions ranges from £25k to £35k, depending on experience.
  • The role involves handling all aspects of pension scheme administration throughout the member lifecycle, collaborating with consultants, and maintaining client-focused service.
  • Candidates should have some financial background for the Administrator role, with good Microsoft Office skills and the ability to multitask.
  • Applicants should be good team players with excellent communication skills, and those referring a friend may earn a retail voucher worth up to £500.

Administrator Assistant and Administrator roles available! Office based37.5 hours per weekMonday - Friday Salary: £25k - 35k (dependant on experience)

As a member of the pension administration team, you will handle all aspects of pension scheme administration throughout the entire member lifecycle. You'll collaborate with the pod consultant as needed, preparing reports, creating illustrations, and delivering a high level of client-focused service.

Duties Include

Admin Assistant:

  • Verify application details with the new business team.
  • Set up pension schemes and manage client data.
  • Sort mail and update database records accurately.
  • Draft standard client communications and maintain task schedules.
  • Archive correspondence and handle client calls.
  • Print reports as needed and assist with other tasks to support office operations.

Administrator:

  • Coordinate with new business and technical teams to verify application details.
  • Set up new pension schemes accurately and on time.
  • Update and manage client data, transactions, and assets.
  • Provide prompt, professional communication with clients, IFAs, and Investment Managers.
  • Process benefit crystallisations, payroll, and HMRC reporting.
  • Maintain database records and prepare standard client correspondence.
  • Complete due diligence checks and manage administrative task schedules.
  • Support the pension consultant and attend client meetings as needed.

Skills Required

  • Some Financial background (not for assistant role)
  • Ability to multi task, planning own workload to meet business requirements.
  • Numerate, with good Microsoft Office skills
  • CII exams qualifications or the willingness to study towards certificate level (not for assistant role)
  • Good team player with excellent communication skills

Refer a friend and earn a retail voucher worth up to £500!

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

JM14433

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.