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- Tasks: Join our team to manage pension schemes from start to finish, ensuring top-notch client service.
- Company: Be part of an award-winning pension specialist with over 40 years of stellar customer service.
- Benefits: Enjoy 25 days holiday, flex time, private healthcare, and support for your professional exams.
- Why this job: This role offers a chance to grow in a supportive environment while making a real impact.
- Qualifications: A financial background is helpful; willingness to study for qualifications is essential.
- Other info: Work flexible hours in a collaborative team focused on excellence.
The predicted salary is between 23000 - 29000 £ per year.
Pension Administrator This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs. Place of work: Godalming offices. Salary: 27k-35k depending on experience Benefits include: 25 days holiday (3 reserved for Christmas) plus flex time, free car parking, 5% Pension contribution through auto enrolment pension scheme, private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material. Key responsibilities: As a member of the pension administration team, you will be expected to 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. Duties to 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 Working hours: 37.5 hours per week. Core hours 10.00am to 4.00pm, Monday to Friday with Flex time Skills/Experience required: * Ability to multi task, planning plan own workload to meet business requirements and service level agreements * Some Financial Background * 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 Qualifications: * Requirement to study towards and pass a general financial services qualification * Full study material and support available
Pension Administrator employer: Specialist Recruit
Contact Detail:
Specialist Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Administrator
✨Tip Number 1
Familiarize yourself with the specific pension schemes and regulations in the UK, especially SIPP and SSAS. This knowledge will not only help you during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the pension administration field. Attend industry events or join relevant online forums to connect with current employees or experts who can provide insights about the company culture and expectations.
✨Tip Number 3
Prepare to discuss your organizational skills and how you manage multiple tasks effectively. Think of specific examples from your past experiences that showcase your ability to meet deadlines and maintain accuracy under pressure.
✨Tip Number 4
Highlight your communication skills, especially your ability to interact with high net worth individuals. Practice articulating your thoughts clearly and confidently, as this will be crucial in client interactions and team collaborations.
We think you need these skills to ace Pension Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Pension Administrator position. Understand the key responsibilities and required skills, so you can tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in pension administration or financial services. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Your Skills: Make sure to showcase your organizational skills, ability to multitask, and proficiency in Microsoft Office. Provide examples of how you've successfully managed workloads and communicated effectively with clients or team members.
Express Willingness to Learn: Since the role requires studying towards a financial services qualification, express your enthusiasm for professional development. Mention any relevant courses or certifications you are currently pursuing or plan to pursue.
How to prepare for a job interview at Specialist Recruit
✨Show Your Financial Knowledge
Make sure to highlight any relevant financial background you have during the interview. Discuss your understanding of pension schemes and any experience you have with financial services, as this will demonstrate your capability to handle the responsibilities of the role.
✨Demonstrate Organizational Skills
Be prepared to discuss how you manage your workload and prioritize tasks. Share specific examples of how you've successfully juggled multiple responsibilities in the past, as this is crucial for meeting service level agreements in this position.
✨Communicate Effectively
Since the role involves liaising with high net worth individuals and senior staff, practice articulating your thoughts clearly and professionally. Prepare to answer questions about how you would handle client interactions and maintain a high level of service.
✨Express Willingness to Learn
Mention your commitment to professional development, especially regarding the CII exams. Show enthusiasm for studying towards a general financial services qualification and discuss how you plan to balance work and study effectively.
