Pension Administrator

Join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of stellar customer service! This exciting opportunity offers a dedicated consultant-led approach to meeting our clients' needs.

Overview:

• Based in Godalming
• £27,000 – £34,000 salary
• Monday – Friday, 9am – 5:30pm
• 25 days holiday plus bank holidays
• Free car parking
• Pension scheme
• Healthcare scheme
• Assistance with time off to study for industry exams, exam costs and study materials

Job specification:

• Co-ordinate with business and tech teams for accurate application details.
• Set up new pension schemes swiftly and precisely.
• Manage and record client data and transactions.
• Handle client assets efficiently.
• Communicate with clients, IFAs, and Investment Managers for top-notch service.
• Process benefit events, calculations, and payroll.
• Report to HMRC.
• Keep database records updated.
• Generate correspondence with administrative support.
• Complete reports and verify third-party information.
• Maintain schedules for all admin tasks.
• Log all correspondence with admin assistance.
• Support pension consultant and attend client meetings.

Person specification:

• Skilled multitasker with strong planning to meet business needs and SLAs.
• Financial background.
• Proficient in Microsoft Office and numerate.
• Strong organisational and delegation skills.
• Confident communicator with senior staff.
• Team player with excellent communication skills.
• CII exam qualifications or willingness to study for certification.

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.