Overview

Pensions Administrator

Location: Godalming
Salary:
£27,000 – £35,000 per annum
Hours:
Monday to Friday, 9:00am – 5:30pm

 

About the Role

An exciting opportunity has arisen for a Pensions Administrator to join a growing and supportive professional services team.

This position would suit someone with previous pensions or financial services experience who is organised, detail-focused, and confident working in a fast-paced environment.

 

Benefits

Competitive salary

25 days holiday (including 3 reserved for Christmas) plus flexitime

Free on-site parking

5% pension contribution (auto enrolment)

Private healthcare scheme (upon successful completion of probation)

4x salary death-in-service benefit

Support with professional exams, including paid study leave and coverage of exam costs and materials

 

Key Responsibilities

Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions

Managing scheme reviews and ensuring documentation remains accurate and compliant

Handling transfer values, tax reclaims, and investment transactions efficiently

Maintaining accurate and up-to-date database records

Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions

Liaising with consultants, trustees, accountants, and regulatory bodies

Ensuring compliance with Inland Revenue requirements, including reporting of PSO transactions and VAT submissions

Supporting consultants with investment research and obtaining quotations

Providing clients with scheme updates and reminders regarding contributions and compliance

Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports

Responding to queries from clients and stakeholders regarding pension administration

 

Requirements

Previous experience in pensions administration or financial services (ideally within SSAS, SIPP, or occupational pensions)

Strong organisational and numerical skills with excellent attention to detail

Ability to manage multiple tasks and meet deadlines

Strong written and verbal communication skills

Proficiency in Microsoft Office, particularly Excel and Word

Knowledge of pension regulations and Inland Revenue requirements (desirable)