Pensions Administrator

Posted: 29/05/26 Recruiter: 2i Recruit Ltd Reference: 3114628472 Type: Permanent Salary: £28,000 \- £35,000 Annual Location: Godalming, Surrey Description:
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


• Private healthcare


• Pension scheme

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


• Background in finance or pensions preferred


• Proficient in Microsoft Office and strong numeracy skills


• 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

This is an exciting opportunity for someone looking to develop their career within pensions administration while benefiting from a supportive work environment and fantastic employee benefits. Apply today to take the next step in your career!

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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