Back to search
PensionsAdministrator
Salary:25,000-30,000
Location:Godalming
Hours:MondaytoFriday,09:00amtill5:30pm
OurclientisseekingaPensionsAdministratortojointheirgrowingteam.Thisroleinvolvesprovidingcomprehensiveadministrativesupportforpensionschemes,ensuringcompliancewithregulations,maintainingaccuraterecords,andassistingconsultantsindeliveringexceptionalservicetoclients.
KeyResponsibilities:
Preparingandprocessingpensionschemedocumentation,includingschemeestablishmentandregulatorysubmissions.
Managingschemereviews,ensuringallnecessarydocumentationisuptodateandcompliant.
Handlingtransfervalues,taxreclaims,andinvestmenttransactionsefficiently.
Maintainingaccurateandup-to-datedatabaserecords,ensuringalldataiscorrectlyenteredandmonitored.
Assistingwithretirementprocesses,includingpensioncalculations,benefitstatements,andpaymentoflumpsumsorpensions.
Liaisingwithconsultants,trustees,accountants,andregulatorybodiestofacilitatesmoothpensionadministration.
EnsuringcompliancewithInlandRevenuerequirements,includingthereportingofPSOtransactionsandVATsubmissions.
Assistingconsultantswithinvestmentresearchandobtainingquotationsforpension-relatedinvestments.
Supportingclientsbyprovidingregularschemeupdatesandremindersregardingcontributionsandcompliance.
Draftingandreviewingpensionschemereports,trusteedocumentation,andactuarialreportsinlinewithindustrystandards.
Handlingqueriesfromclientsandstakeholdersregardingpensionschemeadministrationandregulations.
Requirements:
Previousexperienceinpensionsadministrationorfinancialservices,ideallywithinSSAS,SIPP,oroccupationalpensions.
Strongorganisationalandnumericalskillswithexcellentattentiontodetail.
Abilitytomanagemultipletasksandmeetstrictdeadlinesinafast-pacedenvironment.
Strongcommunicationskills,bothwrittenandverbal,toliaiseeffectivelywithstakeholders.
ProficiencyinMicrosoftOffice,particularlyExcelandWord,fordatamanagementandreporting.
KnowledgeofpensionregulationsandInlandRevenuerequirementsisdesirable.
