As a key member of the pension administration team, you will be responsible for managing all aspects of members' pension schemes from inception to completion. You will also collaborate with the team to generate reports, provide illustrations, and deliver a dedicated client service.
- Based in Godalming
- £27,000 - £35,000 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:
* Work closely with the new business and technical teams to ensure accurate and complete application information.
* Efficiently set up new pension schemes with precision and accuracy.
* Maintain and update client records, transactions, and data.
* Manage client assets, including opening and operating accounts.
* Communicate with clients, IFAs, and Investment Managers, ensuring exceptional service delivery in a professional and timely manner.
* Process benefit crystallisation events, perform calculations, and manage payroll operations.
* Prepare and submit reports in compliance with HMRC regulations.
* Update and maintain database records accurately.
* Generate standard correspondence with support from administrative assistants.
* Complete due diligence checks and review third-party report...