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Job Role : Pensions Administrator

Job Type : Permanent

Location : Godalming, Surrey

Salary : £25k +Excellent Benefits and Free Parking.

Reference : P 11001

Job Specification

With SIPPS and SSAS Pensions   Administration skills

This established, leading, well thought of provider of individual self-investment services is looking for a new member of their team in Pensions Administration. This is a company that has grown through its excellent reputation with clients. With many long standing staff and it continues to grow and progress.

 

  •   Scheme Establishment
  •   Maintaining Database Records
  •   Investment/Borrowing Transactions
  •   Tax Matters
  •   Retirement
  •   Scheme Accounts, Trustees Reports and Actuarial Reports
  •   Pensioneer Trustee Responsibilities
  •   SIPP’s
  •   Scheme Reviews
  •   Maintaining Database Records
  •  

  •   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.
  •   Preparing first draft of the initial actuarial report.
  •   Drafting submission for approval of the scheme to the Inland Revenue.
  •   Following up to ensure that IR approval is obtained.
  •   Carrying out all other administrative tasks on the `establishment checklist?.
  •   Drafting standard deeds and liasing with Hart Brown thereon as necessary.
  •   Attending to scheme registration.




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