Full job descriptionWe 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.