Pensions Administrator

Job Ref No: 
lk 0809-19
Job Category: 
Administration
Job Category: 
Other
Job Status: 
Permanent
Pay: 
£25,000
Area: 
Godalming

This position is working for a company that specialises in the field of Self Invested Pensions.Your reponsibilities will comprise:-

  • Scheme establishment- preparing documents, setting up accounts, obtaining transfer quotes, liaising with solicitors, issuing certificates etc
  • Scheme Reviews - clients letters, assisting consultants, chasing clients and all relevant administration tasks
  • Maintaining Database Records
  • Investment/Borrowing Transactions
  • Tax matters - Tax reclaims, self assessment tax returns
  • Retirement- organising payments of lump sums, pension reviews

You need to have pensions administration experience. Having experience of SIPPs and SSASs would be an advantage.