Pensions Administrator

2 months ago

Godalming, United Kingdom CV-Library Full time

We have a great opportunity for a Pensions Administrator, offering excellent progression with support and superb benefits. Our client offers a friendly, structured environment in Godalming. The Pensions Administrator would be responsible for preparing documents, collating information and various other administrative tasks. The successful candidate will be a strong communicator, organized and analytical.

Company Benefits

Onsite parking

Flexible working

Personal development- help developing your role, exam support including guidance, study leave and the cost of study

Accrue additional holiday for extra hours worked

Life cover

Private healthcare

Key Responsibilities

Preparing all necessary documentation for the Consultant to present to the clients.

Collating information on prior schemes and preparing first draft analysis of client's other pension arrangements.

Setting up scheme current/deposit accounts (if required).

Obtaining transfer value quotes and organising transfers agreed by the consultant from prior schemes.

Preparing first draft of the initial actuarial report.

Drafting submission for approval of the scheme to the Inland Revenue.

Following up to ensure that IR approval is obtained.

Carrying out all other administrative tasks on the establishment checklist.

Attending to scheme registration.

Scheme Reviews

Preparation of standard client letters/Consultant reminders to initiate regular scheme reviews (annually unless a different frequency has been agreed with the client).

Assisting Consultants in reminding the client about the payment of contributions before each year-end and advising on any variations in contribution levels. Chasing clients where necessary.

Carrying out all administrative tasks on the year-end checklist. Includes reviewing and maintaining life cover arrangements.

Collating information on prior schemes as required by consultants.

Maintaining Database Records:

Ensuring all required data is obtained, then promptly and accurately entered/maintained on the company's database system.

Printing and reviewing regular routine data reports to identify, and deal with, missing/anomalous data.

Investment/Borrowing Transactions:

Assisting Consultants by researching and/or obtaining quotations for investments from the company's list of investments.

Preparing and processing paperwork for deposits, stock market investment, property and other investments.

Preparing loan documentation.

Calculating loan interest when due, billing it where necessary, and monitoring receipt thereof.

Liaising with Consultants to monitor closely all investment/loan/property transactions parties to ensure no breach of limits/legal requirements.

Liaising with Consultants to monitor closely all transactions with members and/or connected parties to ensure no breach of legal requirements.

Inland Revenue Correspondence and Reportable Transactions:

Organising the reporting of all PSO Reportable transactions within the statutory deadlines.

Tax Matters

Processing Self-Assessment tax returns

Preparing and submitting Tax reclaims, and ensuring the reclaim is received.

Making applications for registering SSAS's for VAT when requested.

Preparing and submitting scheme VAT Returns.

Ensuring VAT payments/refunds made on time.

Experience and Skills Requirements

Strong customer service skills

Excellent written and verbal communication skills

Attention to detail

Analytical

Strong skills with frequently used office applications, such as Word

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted

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