This is an exciting opportunity to join an award-winning Pension Specialist Company with over 40 years of excellent customer service. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme. enefits: * 25 days holiday bank holidays (3 reserved for Christmas) * Flexi time (core hours 10am – 4pm) * Free car parking * 5% Pension contribution * Private health care scheme * 4x salary death benefit * Study support Job Description: * Liaising with the new business department and technical teams to ensure information is accurate * 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 * 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 Person Specification: * CII exams qualifications or the willingness to study towards certificate level * Ability to multitask, planning own workload to meet business requirements * Some Financial Background is beneficial * 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 * Requirement to study towards and pass a general financial services qualification * Full study material and support available. Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer