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Pensions administrator

Heath (WF1 5)
Permanent
Optima Recruitment
Pension administrator
Posted: 17h ago
Offer description

Pension Administrator As part of the pension administration team, you'll oversee all stages of customers’ pension schemes and provide essential reports, illustrations, and client support. * Based in Guildford * £33,000 - £38,000 (DOE) * Monday – Friday, 37.5 hours per week * Flexitime * 25 days holiday + bank holidays Job specification: * Collaborating with the new business and technical teams to ensure accurate and complete application information. * Setting up new pension schemes efficiently and accurately. * Managing and recording client data and transactions. * Overseeing the opening and administration of client assets. * Communicating with clients, IFAs, and Investment Managers to provide prompt, professional service. * Processing benefit crystallisation events, calculations, and payroll. * Managing HMRC reporting requirements. * Keeping database records up to date. * Generating standard correspondence with support from administrative assistants. * Reviewing third-party information and completing due diligence checks. * Maintaining a schedule to ensure timely completion of all administrative tasks. * Logging copies of all correspondence with assistance from administrative staff. * Supporting pension consultants and attending client meetings as needed. Person specification: * Strong multitasking and workload managem...

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