Pension Scheme Coordinator
1 week ago
We are seeking a highly skilled Pension Scheme Coordinator to join our team in Godalming. This is a fantastic opportunity for someone with a passion for pensions to work closely with our customers and provide exceptional support throughout all stages of their pension schemes.
Key Responsibilities:
- Oversee the setup and administration of new pension schemes, ensuring accurate and complete application information.
- Manage and record client data and transactions, maintaining up-to-date database records.
- Process benefit crystallisation events, calculations, and payroll, meeting HMRC reporting requirements.
- Communicate effectively with clients, IFAs, and Investment Managers to provide prompt, professional service.
- Support pension consultants and attend client meetings as needed.
Requirements:
- Strong multitasking and workload management skills to meet business needs and service agreements.
- Financial background preferred, with proficiency in Microsoft Office and strong numeracy skills.
- Excellent organisational skills, with the ability to delegate effectively and communicate confidently.
- CII qualification or willingness to pursue certification.
Benefits:
- Free parking at our office location.
- Private healthcare scheme for employees.
- Death benefit and study support available.
- Refer a friend program offering £100 retail voucher for successful referrals.
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