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 that 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 2023 and 2024. With over 40 years of experience, we have regularly won Financial Advisor Service awards.
The Pensions Administrator role is based within our Head Office 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 of £30,000 to £40,000 (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 clients/IFAs and Investment Managers to deliver the highest level of service in a prompt and professional approach.
Processing benefit crystallisation events, calculations, and payroll.
HMRC reporting.
Updating and maintaining database records.
Generating standard correspondence with the help of your administrative assistants.
Completing reports and checking third-party information and due diligence.
Maintaining a schedule of dates to process all administrative duties.
Logging copies of all correspondence with the help of your administrative assistants.
Supporting the 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 advance your career if desired. In return, you will receive a salary of £30,000 to £40,000, plus excellent benefits working within a fantastic organisation that is highly respected in its field.
Please submit your CV for immediate consideration.
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