Pensions/Investment Administrator

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 holiday (3 reserved for Christmas) plus flex time, free car parking, 5% Pension contribution through auto enrolment pension scheme, private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material.

Key responsibilities:

As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service.

Duties to include:

Liaising with the new business department and technical teams to ensure application information is accurate and complete

Establishing new pension schemes in a timely and accurate manner

Maintaining and recording client data and transactions

Opening and operating client assets

Corresponding with client’s/IFA’s and Investment Managers to deliver the highest level of service in a prompt and professional approach

Processing benefit crystallisation events, calculations and process payroll

HMRC reporting

Updating and maintaining database records

Generate standard correspondence with the help of your administrative assistants

Completing reports and checking of third party information and due diligence

Maintaining schedule of dates to process all administrative duties

Logging copies of all correspondence with the help of your administrative assistants

Supporting pension consultant and attending client meetings as required

Working hours:

37.5 hours per week. Core hours 10.00am to 4.00pm, Monday to Friday with Flex time

Skills/Experience required:

Ability to multi task, planning plan own workload to meet business requirements and service level agreements

Some Financial Background

Numerate, with good Microsoft Office skills

Organisational skills and ability to delegate to junior members of staff

Articulate, with ability to speak to high net worth individuals and senior levelstaff

Good team player with excellent communication skills

CII exams qualifications or the willingness to study towards certificate level

Qualifications:

Requirement to study towardsand pass a general financial services qualification

Full study material and support available.