Pensions Administrator - Flexible Hours & Exam Support

2i Recruit Ltd; Godalming; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Onsite parking

Flexible working

Personal development & study leave

Life cover

Pension scheme

Private healthcare

Job summary

2i Recruit Ltd invites applications for a Pensions Administrator in Godalming. You will support pension consultants, prepare documentation, and collate information from prior schemes while drafting initial analyses.

A strong communicator with good organisational skills will excel in this role, which offers exam guidance and study leave to help you progress. The role emphasizes accuracy, task management, and collaboration with consultants.

Qualifications

• Strong multitasking abilities with excellent workload management.
• Background in finance or pensions preferred.
• 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.

Responsibilities

• Prepare documentation for consultants to present to clients.
• Collate information from prior pension schemes and draft initial analysis.
• Set up scheme current/deposit accounts as required.
• Obtain transfer value quotes and manage transfers.
• Draft initial actuarial reports and prepare submissions for Inland Revenue approval.
• Follow up with the Inland Revenue to ensure timely approval.
• Complete administrative tasks on the establishment checklist.
• Attend to scheme registration and assist with scheme reviews.
• Draft client letters and reminders for scheme reviews.
• Assist consultants in reminding clients about contribution payments.
• Handle year-end administrative tasks, including life cover arrangements.
• Generate standard client correspondence with administrative staff.
• Ensure timely completion of all administrative tasks by managing schedules.

Skills

Multitasking

Numeracy

Organisational skills

Communication

Team player

Willingness to pursue CII

Tools

Microsoft Office

Job description

2i Recruit Ltd invites applications for a Pensions Administrator in Godalming. You will support pension consultants, prepare documentation, and collate information from prior schemes while drafting initial analyses.

A strong communicator with good organisational skills will excel in this role, which offers exam guidance and study leave to help you progress. The role emphasizes accuracy, task management, and collaboration with consultants.