Pensions Account Manager/Administrator

Job Description

We are a well-established Investments and Pensions company who are recognised in the Financial Services sector for both company and individual pension schemes, who have continued to recruit successfully throughout 2022 and 2023. With over 40 years’ worthof experience, we have regularly won Financial Advisor Service award and due to growth acquisition, it is now time for us to add to our teams. Therefore, we are seeking an additional Pensions Account Manager/Administrator to join our rapidly expanding businessand will consider candidates with varying levels of pensions administration experience and a keenness to work within the pensions industry.You may have already gained some pensions admin experience and be looking to progress your career within this sector or you may be an experienced pensions administrator and simply want to move jobs and join an expanding and successful company who can fullyutilise your existing pensions knowledge and offer stable employment and longevity.The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellentrelationship management skills.Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £27K to £35K (depending on experience), 25 days’ holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent careeropportunities.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 dedicatedclient 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 requiredTo be considered for the Pension Account Manager role, you will have existing financial services experience ideally within pensions administration and a desire to work within the pensions industry and develop your knowledge. You will also possess excellentPC Skills and enjoy working as part of a busy team. The CF1 qualification would be beneficial, but not essential. You must have the willingness to study towards certificate level.In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salaryof £27K to £35K, plus excellent benefits working within a fantastic organisation who are highly respected in their field.