Pensions Administrator

We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation.

We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards.

The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills.

Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities.

As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service.

Duties to include:

• Liaising with the new business department and technical teams to ensure application information is accurate and complete
• Establishing new pension schemes in a timely and accurate manner
• Maintaining and recording client data and transactions
• Opening and operating client assets
• Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach
• Processing benefit crystallisation events, calculations and process payroll
• HMRC reporting
• Updating and maintaining database records
• Generate standard correspondence with the help of your administrative assistants
• Completing reports and checking of third party information and due diligence
• Maintaining schedule of dates to process all administrative duties
• Logging copies of all correspondence with the help of your administrative assistants
• Supporting pension consultant and attending client meetings as required

To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications.

In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a competitive salary plus excellent benefits working within a fantastic organisation who are highly respected in their field.

Please submit your CV for immediate consideration.