Pension Administrator

This is an exciting opportunity to join an award-winning Pension Specialist Company with over 40 years of excellent customer service. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme.

• Based in Godalming
• £27,000 – £32,000 salary (DOE)
• Monday – Friday, 37.5 hours per week

Benefits:

• 25 days holiday + bank holidays (3 reserved for Christmas)
• Flexi time (core hours 10am – 4pm)
• Free car parking
• 5% Pension contribution
• Private health care scheme
• 4x salary death benefit
• Study support

Job Description:

• Liaising with the new business department and technical teams to ensure information is accurate
• Establishing new pension schemes in a timely and accurate manner
• Maintaining and recording client data and transactions
• Opening and operating client assets
• Corresponding with client’s/IFA’s and Investment Managers
• Processing benefit crystallisation events, calculations and process payroll
• HMRC reporting
• Updating and maintaining database records
• Generate standard correspondence with the help of your administrative assistants
• Completing reports and checking of third party information and due diligence
• Maintaining schedule of dates to process all administrative duties
• Logging copies of all correspondence with the help of your administrative assistants
• Supporting pension consultant and attending client meetings as required

Person Specification:

• CII exams qualifications or the willingness to study towards certificate level
• Ability to multitask, planning own workload to meet business requirements
• Some Financial Background is beneficial
• Numerate, with good Microsoft Office skills
• Organisational skills and ability to delegate to junior members of staff
• Articulate, with ability to speak to high net worth individuals and senior level staff
• Good team player with excellent communication skills
• Requirement to study towards and pass a general financial services qualification
• Full study material and support available.