As part of the pension administration team, you'll oversee all stages of customers' pension schemes and provide essential reports, illustrations, and client support.
- Based in Godalming
- £27,000 - £35,000 (DOE)
- Monday - Friday, 37.5 hours per week
- Flexitime
- 25 days holiday + bank holidays
Job specification:
- Collaborating with the new business and technical teams to ensure accurate and complete application information.
- Setting up new pension schemes efficiently and accurately.
- Managing and recording client data and transactions.
- Overseeing the opening and administration of client assets.
- Communicating with clients, IFAs, and Investment Managers to provide prompt, professional service.
- Processing benefit crystallisation events, calculations, and payroll.
- Managing HMRC reporting requirements.
- Keeping database records up to date.
- Generating standard correspondence with support from administrative assistants.
- Reviewing third-party information and completing due diligence checks.
- Maintaining a schedule to ensure timely completion of all administrative tasks.
- Logging copies of all correspondence with assistance from administrative staff.
- Supporting pension consultants and attending client meetings as needed.
Person specification:
- Strong multitasking and workload management to meet business needs and service agreements.
- Financial background preferred.
- Proficient in Microsoft Office with strong numeracy skills.
- Excellent organisational skills, with the ability to delegate effectively.
- Confident communicator.
- Team player.
- CII qualification or willingness to pursue certification.
Additional Information:
- Free parking
- Pension
- Private healthcare
- Death benefit
- Study support
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.