We 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 annu...