Pension Scheme Coordinator

1 week ago


Godalming, Surrey, United Kingdom Optima Recruitment Full time
Job Description:

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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