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