Pensions Administrator

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, Pension scheme and Private healthcare

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 as well as proficiency in Microsoft Office and strong numeracy skills

* Background in finance or pensions preferred

* 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

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted