Pensions Administrator

Salary:£27,000 - £30,000

Our client is looking for a Pensions Administrators, based in Godalming.

  • Preparing all necessary documentation for the Consultant to present to the clients.
  • Collating information on prior schemes and preparing first draft analysis of client’s 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.
  • Carrying out all other administrative tasks on the ‘establishment checklist’.
  • Attending to scheme registration.

Scheme 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.
  • Collating information on prior schemes as required by consultants.


Maintaining Database Records

  • Ensuring all required data is obtained, then promptly and accurately entered/maintained on the Company’s database system.
  • Printing and reviewing regular routine data reports to identify, and deal with, missing/anomalous data.


Investment/Borrowing Transactions

  • Assisting Consultants by researching and/or obtaining quotations for investments from Dentons list of investments.
  • Preparing and processing paperwork for deposits, stockmarket investment, property and other investments.
  • Preparing loan documentation.
  • Calculating loan interest when due, billing it where necessary, and monitoring receipt thereof.
  • Liasing with Consultants to monitor closely all investment/loan/property transactions parties to ensure no breach of limits/legal requirements.
  • Liasing with Consultants to monitor closely all transactions with members and/or connected parties to ensure no breach of legal requirements.

Tax Matters

  • Processing Self-Assessment tax returns
  • Preparing and submitting Tax reclaims, and ensuring the reclaim is received.
  • Making applications for registering SSAS’s for VAT when requested.
  • Preparing and submitting scheme VAT Returns.
  • Ensuring VAT payments/refunds made on time.

If you have not heard back within 5 working days, then unfortunately on this occasion you have not been successful.

Apply now

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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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