Job Title

PENSIONS ADMINISTRATOR | GODALMING | REF JO712

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Job Description

Job Summary

Our client is seeking 2 Pension Administrators with previous experience to work in their busy office.

Job Description

  • Preparing all necessary documentation for consultants to present to clients.
  • Collating information on previous schemes and preparing first draft analysis of client’s pension arrangements.
  • Obtaining transfer value quotes and organising transfers agreed by the consultant from prior schemes.
  • Preparation of standard client letters/Consultant reminders to initiate regular scheme reviews
  • Assisting Consultants in reminding the client about the payment of contributions before each year-end and advising on any variations in contribution levels. Chasing clients where necessary.
  • Ensuring all required data is obtained, then promptly and accurately entered/maintained on the Company’s database system.

Skills and Knowledge Required

  • Exceptional attention to detail
  • Ability to manage confidential information professionally
  • Previous experience working in a similar role
  • Pensions knowledge ideal

Benefits

Our client is paying a salary between £27-£30k depending on experience.

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