We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications but will also consider those applicants seeking the next step who are currently working in another financial services role within wealth management, investments or an IFA. Or you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation.
We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2022 and 2023. With over 40 years' worth of experience, we have regularly won Financial Advisor Service awards.
The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills.
Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience), 25 days' holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities.
As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service.
Duties to include:
Liaising with the new business department and technical teams to ensure application information is accurate and complete
Establishing new pension schemes in a timely and accurate manner
Maintaining and recording client data and transactions
Opening and operating client assets
Corresponding with client's/IFA's and Investment Managers to deliver the highest level of service in a prompt and professional approach
Processing benefit crystallisation events, calculations and process payroll
HMRC reporting
Updating and maintaining database records
Generate standard correspondence with the help of your administrative assistants
Completing reports and checking of third party information and due diligence
Maintaining schedule of dates to process all administrative duties
Logging copies of all correspondence with the help of your administrative assistants
Supporting pension consultant and attending client meetings as required
To be considered for the Pension Administrator role, you will have existing financial services experience ideally within pensions administration or another financial services role such as wealth management, investments or from within an IFA. You should have a desire to work within the pensions industry and develop your knowledge. You will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications.
In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field.
Please submit your CV for immediate consideration.