Pensions Administrator - Godalming, United Kingdom - Personnel Selection

Personnel Selection

Verified Company

Godalming, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Pensions Administrator will look after an allocated client base, dealing with all enquiries from establishment to winding up.

The main duties will be:

Preparing all necessary documentation for the consultants to present to the clients, including initial actuarial reports.
Collating information, preparing first draft analysis of client's other pension arrangements.
Obtaining transfer value quotes and organising transfers.
Drafting submissions for the Inland Revenue and following up to ensure approval.
Carrying out other administrative tasks on the 'establishment checklist'.
Attending scheme registration, drafting standard deeds and liaising with relevant third parties.
Assisting consultants in preparation of advice on special situations when required.
Preparation of standard client letters/consultant reminders.
Reviewing and maintaining life cover arrangements.
Providing information to Accountants in relation to transfers in special cases.
Assisting consultants by researching and or/obtaining quotations for investments from a list of investment options.
Calculating loan interest when due, billing it where necessary.
Organising the reporting of all PSO reportable transactions within statutory deadlines.
Processing selfassessment tax returns, preparing and submitting scheme VAT returns and ensuring VAT payments/refunds are made on time.
At retirement, organising the payment of lump sums and/or pension benefits.
Any other administrative actions required for each scheme.

To be considered for the Pension Administrator role, you will have existing financial services support or pensions administration experience and a desire to work within the pensions industry and develop your knowledge.

You will also possess excellent PCSkills and enjoy working as part of a busy team. Any relevant qualifications or SIPP's and SSAS's knowledge will allow you to command a higher salary than those without.

In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired.

In return you will receive a salary ofbetween £26 and £40k depending on experience plus excellent benefits working within a fantastic organisation who are highly respected in their field.

Please submit your CV asap for immediate consideration.