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Pension Administrator

2 months ago

South Ruislip, Greater London, United Kingdom NJR Recruitment Full time
{"title": "Pension Administrator", "content": "Pension Administrator

NJR Recruitment is partnering with a leading firm of Pension specialists to find a skilled Pension Administrator to join their team in the Wimbledon area.

The successful candidate will be responsible for carrying out SSAS Administration tasks, including cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes.

Key Responsibilities:

  • Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
  • Calculate and pay retirement benefits.
  • Process contributions and transfers into the scheme.
  • Arrange buying/surrender of investment portfolios.
  • Prepare scheme asset valuations and member fund share calculations.
  • Undertake property and land purchases and sales in accordance with internal procedures and guidelines.
  • Ensure that rent reviews, lease expiries, EPC certificates, and insurance renewals are in place and/or obtained as required.
  • Monitor rent and loan repayments and follow internal process should arrears arise.
  • Arrange loans to associated and unconnected parties, ensuring that internal procedures are followed including the credit control of those loans.
  • Monitor scheme bank accounts and ensure that sufficient cash is retained to make income payments and pay fees.
  • Carry out the required activity to establish a new scheme or take over the scheme from another operator.
  • Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
  • Register schemes with HMR&C, The Information Commissioner and The Pensions Regulator, as required.
  • Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns.
  • Calculate and pay death benefits.
  • Process full and partial transfers out and takeovers.
  • Prepare review packs for client meetings.
  • Attend Trustee meetings as required.
  • Deal with any other administration or queries, as they arise.

Requirements:

  • Experience of SSAS administration/managing a portfolio of clients.
  • Good personal organisational skills with the ability to prioritize their own workload.
  • Works well under pressure maintaining attention to detail.
  • Ability to work to prescribed deadlines.
  • Clear concise communication skills at all levels.
  • A positive attitude to client care.
  • Proactive, enthusiastic, and driven approach.
  • Ability to develop and maintain excellent internal and external relationships.

This is a fantastic opportunity to work for an award-winning firm. For further information, please contact one of our specialist Consultants or apply online quoting reference NJR."}