Pensions Administrator – Godalming

Location:Godalming
Salary:£25,000 - £30,000
Type:Permanent
Sector:Administration

Pensions Administrator – Godalming

£25,000 – £30,000  

Our client focused partner has an exciting opportunity for a Pensions Administrator to join their team!

Job Description

  • Scheme Establishment
  • 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 

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 list of investments.
  • Preparing and processing paperwork for deposits, stockmarket investment, property and other investments.
  • Preparing loan documentation.

Inland Revenue Correspondence and Reportable Transactions 

  • Organising the reporting of all PSO Reportable transactions within the statutory deadlines.
  • 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.

SIPP’s 

  • Scheme Establishment
  • 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.
  • Issuing certificates in relation to the receipt of contribution.
  • Ensuring tax relief is reclaimed from Inland Revenue.
  • Providing information to accountants in relation to transfer in specie cases.
  • Scheme Reviews

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
  • Preparing and processing paperwork for deposits, stockmarket investment, property and other investments.
  • Liaising with Consultants to monitor closely all investment/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.
  • Inland Revenue Correspondence and Reportable Transactions
  • Organising the reporting of all PSO Reportable transactions within the statutory deadlines.
  • Tax Matters
  • Preparing and submitting Tax reclaims, and ensuring the reclaim is received. 

FURBS

  • Organising documentation to establish FURBS.
  • Organising payment of benefits in conjunction with consultant.
  • Organising winding up of FURB’s in conjunction with consultant.
  • Advice to Brokers
  • To undertake such administrative work as delegated by the consultant.

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

Apply now





CV*


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

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