Pension Administrator -£30-£40K -Godalming

Pension Administrator

Location: Godalming - Free car parking / Walking distance from the station

Salary: �30 -40k (based on experience) PLUS 25 days of holiday (3 reserved for Christmas) plus flexible working hours, 5% pension contribution, Private health-care, 4x salary death benefit, Study Support & So Much more!!

Hours: Monday -Friday (full-time)

Overview:

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.

*We are keen to speak to individuals with Pension Administration experience and/or looking to study towards and pass a general financial services qualification*

Key Responsibilities 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.

Skills/ Experience Required:

• 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.

If this role is of interest, then click apply now! Or contact Annie, (url removed) or call (phone number removed)

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