Pension Administrator, Office Angels

Pension Administrator

Office Angels

Location:

United Kingdom, Godalming

Category:

Finance

Contract Type:

Not provided

Salary:

30000.00 - 40000.00 GBP / Year

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Job Description:

An exciting opportunity to work for a growing and successful business committed to delivering exceptional service and fostering career growth! We are looking for a Pensions Administrator with a passion for financial services and a knack for building great relationships to join our dynamic team in Godalming. In this role you will 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. You will liaise with departments, consultants, and external stakeholders to deliver a seamless experience for clients and high-net-worth individuals.

Job Responsibility:

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

Requirements:

Ability to multi-task, planning plan own workload to meet business requirements and service level agreement
Background working in financial Services
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 level staff
Good team player with excellent communication skills
CII exams qualifications or the willingness to study towards certificate level

Nice to have:

CII exams qualifications or the willingness to study towards certificate level

What we offer:

25 days of holiday (3 reserved for Christmas) plus flexible working hours
5% pension contribution
Private health-care
4x salary death benefit
Study Support

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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