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- Tasks: Prepare documentation and support pension consultants in a dynamic team.
- Company: Friendly and structured team in Godalming with great career prospects.
- Benefits: Flexible working, personal development support, private healthcare, and life cover.
- Why this job: Kickstart your career in pensions with ongoing support and exam guidance.
- Qualifications: Strong organisational skills and a background in finance or pensions preferred.
- Other info: Exciting opportunity for growth in a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
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 for consultants to present to clients
- Collating information from prior pension schemes and drafting initial analysis of clients' other pension arrangements
- Setting up scheme current/deposit accounts as required
- Obtaining transfer value quotes and managing transfers agreed by the consultant
- Drafting initial actuarial reports and preparing submissions for Inland Revenue approval
- Following up with the Inland Revenue to ensure timely approval
- Completing all administrative tasks on the establishment checklist
- Attending to scheme registration and assisting with scheme reviews
- Drafting client letters and reminders for scheme reviews, ensuring timely annual reviews or as otherwise agreed
- Assisting consultants in reminding clients about contribution payments and tracking variations in contribution levels
- Handling year-end administrative tasks, including life cover arrangements
- Generating standard client correspondence with the assistance of administrative staff
- Ensuring timely completion of all administrative tasks by managing schedules and delegating as necessary
Investment/Borrowing Transactions:
- Assisting Consultants by researching and/or obtaining quotations for investments from the company’s list of investments
- Preparing and processing paperwork for deposits, stock market investment, property and other investments
- Preparing loan documentation
- Calculating loan interest when due, billing it where necessary, and monitoring receipt thereof
- Liaising with Consultants to monitor closely all investment/loan/property transactions parties to ensure no breach of limits/legal requirements
- Liaising with Consultants to monitor closely all transactions with members and/or connected parties to ensure no breach of legal requirements
Experience and Skills 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!
Locations
Pensions Administrator in Godalming, Surrey employer: 2i Recruit Ltd
Contact Detail:
2i Recruit Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Administrator in Godalming, Surrey
✨Tip Number 1
Network like a pro! Reach out to people in the pensions industry on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching common questions for Pensions Administrators. Practice your answers and think of examples that showcase your organisational skills and teamwork. Confidence is key!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you're keen and professional, which is exactly what employers want to see.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Pensions Administrator role, plus it’s the best way to stay updated on new opportunities.
We think you need these skills to ace Pensions Administrator in Godalming, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions Administrator role. Highlight relevant experience and skills that match the job description, like your organisational abilities and any background in finance or pensions.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the team. Mention your strong communication skills and how you can contribute to the supportive environment at StudySmarter.
Showcase Your Skills: Don’t forget to showcase your multitasking abilities and proficiency in Microsoft Office. These are key skills for the role, so give examples of how you've used them in past experiences.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our friendly team!
How to prepare for a job interview at 2i Recruit Ltd
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions and the specific responsibilities of a Pensions Administrator. Familiarise yourself with common terms, processes, and regulations in the industry. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Show Off Your Organisational Skills
Since the job requires excellent organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and ensured timely completion of tasks, as this will demonstrate your fit for the role.
✨Communicate Clearly and Confidently
As a Pensions Administrator, strong communication skills are key. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen actively and respond thoughtfully to questions, showcasing your ability to communicate effectively with both clients and colleagues.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with insightful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your enthusiasm for the position but also helps you gauge if the company is the right fit for you.
