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Pensions Admin

  • Location:

    Guildford, Surrey

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £25000 - £30000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Startdate:


Job Description

Salary £25,000 to £30,000 depending on experience.
Life cover of 4 X salary
Private Health care
Pension contributions of 5%
25 days holiday

Looking for a pension`s admin to hit the ground running within a great team!

You will be working closely with consultants to meet all deadlines.

experience with ideally with SSAS/SIPP but not essential
Job Responsibility`s

" Preparing all necessary documentation for the Consultant to present to the clients.
" Collating information on prior schemes and preparing first draft analysis of clients other pension arrangements.
" Setting up scheme current/deposit accounts (if required).
" Obtaining transfer value quotes and organising transfers agreed by the consultant from prior schemes.
" Preparing first draft of the initial actuarial report.
" Drafting submission for approval of the scheme to the Inland Revenue.

" Job Reviews.

Preparation of standard client letters/Consultant reminders to initiate regular scheme reviews (annually, unless a different frequency has been agreed with the client).
" 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.
" Carrying out all administrative tasks on the `year-end checklist`. Includes reviewing and maintaining life cover arrangements

Assisting Consultants in preparing advice on special situations as and when required, such as winding up SIPP etc.


25000 - 30000


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