Pensions Administrator

Job Title: Pensions Administrator
Contract Type: Permanent
Location: Godalming
Reference: 1202867
Contact Email:
Job Published: November 05, 2021 18:00

Job Description

I am recruiting on behalf of a fantastic financial services company that are looking for an administrator to join their busy team. We are looking for someone with financial advice or pensions experience to join the team and continue their career progression. You will have your exams supported completely and offered many routes of internal progression. The team are a really nice size based in modern offices. This is fantastic opportunity for someone looking to expand on their current experience within a fantastic, positive team.   

Duties include:
  • Preparing all necessary documentation for the Consultant to present to the clients.
  • Obtaining transfer value quotes and organising transfers agreed by the consultant
  • Preparing first draft of the initial actuarial report.
  • Drafting submission for approval of the scheme to the Inland Revenue.
  • Preparation of standard client letters/Consultant reminders to initiate regular scheme reviews (annually, unless a different frequency has been agreed with the client).
  • Assisting Consultants by researching and/or obtaining quotations for investments
  • Preparing and processing paperwork for deposits, stockmarket investment, property and other investments.
  • Preparing loan documentation.
  • Post retirement, collating information for annual pension review.
  • Preparing trustees reports within agreed office timescales.
  • Assisting Consultants by researching and/or obtaining quotations for investments
This is a full time  Monday - Friday position. Offering a salary range of £27,000 - £30,000 which is dependent on experience and can increase if you have completed relevant exams.
For further details please contact Tegan Sillett at Dynamite Recruitment 02392455422

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