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Pensions Administrator

Salary
£27000 - £35000 per annum + Benefits
Location
Godalming
Contract
Permanent

The opportunity for a professional individual to join a Specialist Pensions provider. This is a chance to join an evolving firm with a fresh approach to retirement wealth planning whilst gaining new or enhanced qualifications.

SIPPS SSAS DC DB – you know what I am talking about!


What do you need for the Pensions Administration role?

  • Some experience in one of the following pension schemes:
  • Self-Invested Personal Pensions (SIPP)
  • Small Self-Administered Schemes (SSAS)
  • Defined Contribution (DC)
  • Defined Benefit (DB)
  • Strong client focused skills
  • MS Office
  • Experience working with HRMC – Vat returns


What will you be doing as a Pensions Administrator?

  • Setting up new clients, preparing paperwork for consultants to present to clients including gathering information on prior schemes and first draft analysis.
  • Obtaining transfer value quotes and organising transfers, scheme registrations, and scheme reviews.
  • Assisting Consultants in preparing advice on special situations
  • Preparing and processing paperwork for deposits, stock market investment, property and other investments.
  • Preparing loan documentation, calculating loan documentation.
  • Inland Revenue Correspondence and Reportable Transactions
  • Processing Self-Assessment tax returns
  • Preparing and submitting Tax reclaims, registering SSAS's for VAT, preparing & submitting scheme VAT Returns.
  • Drafting retirement letters, benefits statements, organising buy-out quotes, preparing actuarial reports
  • Organising documentation to establish FURBS, payment of benefits and winding up of FURB's.


What package does the Pension Administration role provide?

  • Salary of £27,000 - £35,000
  • 25 days holiday (3 to be taken at Christmas) rising on length of service
  • Healthcare
  • Life Cover
  • Pension (5%)
  • Parking
  • Training support to develop skills