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, collaborating information and supporting pension consultants. The ideal candidate will be organised, analytical and a strong communicator. Company Benefits: * Onsite parking * Flexible working * Personal development- help developing your role, exam support including guidance, study leave and the cost of study * Accrue additional holiday for extra hours worked * Life cover, Pension scheme and Private healthcare Key Responsibilities: * Prepare documentation for consultants to present to clients * Collate information from prior pension schemes and draft initial analysis of clients' other pension arrangements * Set up scheme current/deposit accounts as required * Obtain transfer value quotes and manage transfers agreed by the consultant * Draft initial actuarial reports and prepare submissions for Inland Revenue approval * Follow up with the Inland Revenue to ensure timely approval * Complete all administrative tasks on the establishment checklist * Attend to scheme registration and assist with scheme reviews * Draft client letters and reminders for scheme reviews, ensuring timely annual reviews or as otherwise agreed * Assist consultants in reminding clients about contribution payments and track variations in contribution levels * Handle year-end administrative tasks, including life cover arrangements * Generate standard client correspondence with the assistance of administrative staff * Ensure 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 as well as proficiency in Microsoft Office and strong numeracy skills * Background in finance or pensions preferred * 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 If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted