Pensions Administrator

About the role

A client in Godalming is looking for a Pensions Administrator to join its friendly and structured team. The role involves preparing documentation, collating information and supporting pension consultants. It offers significant career development, with ongoing support including exam guidance and study leave. The salary is £28,000 - £35,000 per annum depending on experience.

Key responsibilities

• Prepare documentation for consultants to present to clients
• Collate information from prior pension schemes and draft an initial analysis of clients' other pension arrangements
• Set up scheme current and 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, following up to ensure timely approval
• Complete administrative tasks on the establishment checklist, attend to scheme registration and assist with scheme reviews
• Draft client letters and reminders for scheme reviews, and remind clients about contribution payments and track variation in contribution levels
• Handle year-end administrative tasks, including life cover arrangements
• Generate standard client correspondence with the help of administrative staff and manage schedules and delegation to meet deadlines
• Assist consultants in researching and obtaining investment quotations, preparing paperwork for deposits, stock market, property and other investments, and preparing loan documentation
• Calculate loan interest when due, bill where necessary and monitor receipt
• Liaise with consultants to monitor investment, loan, property and member transactions so that limits and legal requirements are not breached

Required profile

• Background in finance or pensions preferred
• Strong multitasking and workload management
• Excellent organisational skills and ability to delegate
• Confident and clear written and verbal communicator
• Team player with a proactive approach
• Willingness to pursue a CII qualification or similar certification

Required skills

• Proficiency in Microsoft Office
• Strong numeracy

What we offer

• Onsite parking
• Flexible working
• Personal development support, exam guidance, study leave and the cost of study
• Additional holiday for extra hours worked
• Life cover and private healthcare
• Pension scheme