Pensions Administrator

1 week ago

Godalming, United Kingdom 2i Recruit Ltd 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

  • Pensions Administrator

    5 days ago

    Godalming, United Kingdom CV-Library Full time

    Our client is a well-established financial company in the Godalming area, seeking a detail-oriented and proactive Pensions Administrator to join their team on a full time, permanent basis. Pensions Administrator - About The Role You will play a key part in managing pension schemes, ensuring accuracy in administration, and providing excellent customer service...

  • Pensions Administrator

    1 week ago

    Godalming, United Kingdom Halmer Recruit Full time

    PENSIONS ADMINISTRATOR - GODALMING - £29K - £32K My award-winning client within the financial sector is currently recruiting for an experienced Pensions Administrator to join their growing team based in Godalming. If you have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least 2+ years admin experience gained from...

  • Pensions Administrator

    2 months ago

    Godalming, United Kingdom CV-Library Full time

    PENSIONS ADMINISTRATOR - GODALMING - £29K - £32K My award-winning client within the financial sector is currently recruiting for an experienced Pensions Administrator to join their growing team based in Godalming. If you have a minimum of 12 months Pensions Administration experience, within DC/ DB/ SIPPs, or at least 2+ years admin experience...

  • Pension Administrator

    3 weeks ago

    Godalming, United Kingdom CV-Library Full time

    Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs. Place of work: Godalming offices. Salary: 27k-35k depending on experience Benefits include: 25 days...

  • Pension Administrator

    1 month ago

    Godalming, United Kingdom CV-Library Full time

    As part of the pension administration team, you'll oversee all stages of customers’ pension schemes and provide essential reports, illustrations, and client support. * Based in Godalming * £27,000 - £35,000 (DOE) * Monday – Friday, 37.5 hours per week * Flexitime * 25 days holiday + bank holidays Job...

  • 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...

  • Pensions Administrator

    1 month ago

    Godalming, United Kingdom 2i Recruit Ltd 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...

  • Pensions Administrator

    6 months ago

    Godalming, United Kingdom Optima Recruitment Full time

    £27,000 + Basic salary - Based in Godalming - Private Healthcare after probationary period - Some parking (first come first served) - Death in service x 4 basic salary - Contributory Pension scheme 5% employers’ contribution - Monday - Friday 09:00 - 17:30 Core hours 10-4 (Flexi time available up to 12 extra holiday days) - 25 days holiday + bank holidays...

  • Pension Administration Manager

    2 days ago

    Godalming, Surrey, United Kingdom Optima Recruitment Full time

    Job SummaryWe are seeking a highly skilled Pension Administration Manager to join our team in Godalming. This is an exciting opportunity for someone with experience in pension administration to oversee all stages of customers' pension schemes and provide essential reports, illustrations, and client support.About the RoleIn this role, you will be responsible...

  • Pension Administration Coordinator

    2 weeks ago

    Godalming, Surrey, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Pension Administration Role OverviewThis position supports the Pension Administrator and reports to the Pension Consultant, providing a dedicated administration and coordination service. The successful candidate will be responsible for ensuring accurate and complete application information, generating database records, and maintaining client data and...

  • Pensions/Investment Administrator

    13 hours ago

    Godalming, United Kingdom SPECIALIST RECRUIT LIMITED Full time

    Job DescriptionPension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25...

  • Pensions/Investment Administrator

    3 weeks ago

    Godalming, United Kingdom SPECIALIST RECRUIT LIMITED Full time

    Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

  • Pensions/Investment Administrator

    2 weeks ago

    Godalming, United Kingdom SPECIALIST RECRUIT LIMITED Full time

    Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

  • Pensions/Investment Administrator

    3 weeks ago

    Godalming, United Kingdom SPECIALIST RECRUIT LIMITED Full time

    Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

  • Pensions/Investment Administrator

    3 weeks ago

    Godalming, United Kingdom SPECIALIST RECRUIT LIMITED Full time

    Job Description Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs. Place of work: Godalming offices. Salary: 27k-35k depending on experience Benefits...

  • Pensions/Investment Administrator

    18 hours ago

    Godalming, United Kingdom SPECIALIST RECRUIT LIMITED Full time

    Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs. Place of work: Godalming offices. Salary: 27k-35k depending on experience Benefits include: 25 days...

  • Pensions/Investment Administrator

    3 weeks ago

    Godalming, United Kingdom SPECIALIST RECRUIT LIMITED Full time

    Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.Place of work: Godalming offices. Salary: 27k-35k depending on experienceBenefits include: 25 days holiday (3...

  • Pensions Administration Professional

    2 weeks ago

    Godalming, Surrey, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Exciting Career OpportunityWe are seeking an experienced Pensions Administration Professional to join our team at Dynamite Recruitment Solutions Ltd. In this role, you will be responsible for maintaining and recording client data and transactions, as well as supporting the pension consultant and attending client meetings as required.This is a full-time...

  • Pensions Administrator Specialist

    3 days ago

    Godalming, Surrey, United Kingdom 2i Recruit Ltd Full time

    Company OverviewPensions Administrator role available at 2i Recruit Ltd. This position offers an excellent opportunity for professional growth and development in a supportive environment with excellent benefits.A highly structured setting allows individuals to excel in their careers, while superb benefits ensure job satisfaction and well-being.

  • Financial Services Pension Administrator

    2 weeks ago

    Godalming, Surrey, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Dynamite Recruitment Solutions LtdWe are currently recruiting for a Financial Services Pension Administrator to join our Pensions Administration team. The ideal candidate will have experience in financial advice or pensions, and be able to maintain and record client data and transactions. As a valued member of the team, you will be responsible for supporting...