Pensions Administrator

Why Join Us

We are excited to offer an excellent opportunity for a Pensions Administrator to join our client’s friendly and structured team in Godalming. The role presents significant career development prospects, with ongoing support, including exam guidance and study leave. As a Pensions Administrator, you will be involved in a variety of tasks, including preparing documentation, collating information and supporting pension consultants. The ideal candidate will be organised, analytical and a strong communicator.

• Onsite parking
• Flexible working
• Personal development – help developing your role, exam support including guidance, study leave and the cost of study
• Accrue additional holiday for extra hours worked
• Life cover
• Private healthcare
• Pension scheme

• Prepare documentation for consultants to present to clients
• Collate information from prior pension schemes and draft initial analysis of clients’ other pension arrangements
• Set up scheme current/deposit accounts as required
• Obtain transfer value quotes and manage transfers agreed by the consultant
• Draft initial actuarial reports and prepare submissions for Inland Revenue approval
• Follow up with the Inland Revenue to ensure timely approval
• Complete all administrative tasks on the establishment checklist
• Attend to scheme registration and assist with scheme reviews
• Draft client letters and reminders for scheme reviews, ensuring timely annual reviews or as otherwise agreed
• Assist consultants in reminding clients about contribution payments and track variations in contribution levels
• Handle year‑end administrative tasks, including life cover arrangements
• Generate standard client correspondence with the assistance of administrative staff
• Ensure timely completion of all administrative tasks by managing schedules and delegating as necessary

• Assist consultants by researching and/or obtaining quotations for investments from the company’s list of investments
• Prepare and process paperwork for deposits, stock market investment, property and other investments
• Prepare loan documentation
• Calculate loan interest when due, bill it where necessary, and monitor receipt thereof
• Liaise with consultants to monitor closely all investment/loan/property transactions parties to ensure no breach of limits/legal requirements
• Liaise with consultants to monitor closely all transactions with members and/or connected parties to ensure no breach of legal requirements

• Strong multitasking abilities with excellent workload management
• Background in finance or pensions preferred
• Proficient in Microsoft Office and strong numeracy skills
• Excellent organisational skills and the ability to delegate effectively
• Confident and clear communicator, both written and verbal
• A team player with a proactive approach
• Willingness to pursue CII qualification or similar certification

This is an exciting opportunity for someone looking to develop their career within pensions administration while benefiting from a supportive work environment and fantastic employee benefits. Apply today to take the next step in your career!