Retirement Benefits Administrator

1 week ago


Godalming, Surrey, United Kingdom Optima Recruitment Full time
About the Role:

We are currently looking for an experienced Retirement Benefits Administrator to join our team in Godalming. As part of our pension administration team, you will oversee all stages of customers' pension schemes, providing essential reports, illustrations, and client support.

Key Responsibilities:

  • Collaborate with the new business and technical teams to ensure accurate and complete application information.
  • Set up new pension schemes efficiently and accurately, managing client data and transactions.
  • Communicate with clients, IFAs, and Investment Managers to provide prompt, professional service.
  • Process benefit crystallisation events, calculations, and payroll, meeting HMRC reporting requirements.
  • 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.

Salary and Benefits:

We offer a competitive salary range of £27,000 - £35,000 per annum, depending on experience. In addition to this, we provide free parking, private healthcare, death benefit, and study support.



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