Pensions Administrator - Godalming, United Kingdom - Personnel Selection
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.
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 of between £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.Job Types:
Full-time, Permanent
Salary:
£28,000.00-£35,000.00 per year
Benefits:
- Free parking
Schedule:
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Godalming, Surrey: reliably commute or plan to relocate before starting work (required)
Experience:
- Paraplanning: 1 year (preferred)
Work Location:
One location
Reference ID: 3882/79
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