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
Salary description
£28000.00 - £35000.00 per year