Pensions Administrator/Paraplanner (full-time or 4 days per week)

Cathedral Appointments Ltd
£20,000 - £24,999
31 Mar 2018
21 Apr 2018
Contract Type
Full Time
An exciting role has arisen for a Pensions Administrator/Paraplanner to join a leading financial services organisation based near Ivybridge. This role will look after all aspects of Group Personal Pension Scheme administration for long-standing corporate clients. My client will consider candidates looking for 4 full days a week or full-time hours.
Responsibilities for Pensions Administrator/Paraplanner will include –
• The preparation of joining packs for new members
• To deal with admin queries from members
• To track service related contribution levels and advise members of enhancements to funding
• To ensure the back-office database is up-to-date
• To assist in procuring information on past pension payments so the Chartered Financial Planner can advise accordingly
• To assist the sponsoring employer with Dashboard management
• To set up telephone conference calls with members and leavers
• To arrange for annual surgery meetings
• To produce contribution summaries for members and to assist in advising on income tax relief claims with HMRC
• To help facilitate leavers from our Schemes to become fully fledged private clients
• To track monthly changes to report to corporate clients for their monthly payroll
• To utilise Provider system databases for the Schemes my client manages
Requirements for the Pensions Administrator/Paraplanner include –
• Ideally experience of working in a Financial Planning Practice, though this is not essential
• Experience in Private Client wealth management administration would be advantageous
• Strong IT skills including MS Office
• A bright and positive mental attitude
• Excellent telephone manner
• A team player with adaptability
• The ability to make suggestions and help to improve my client’s processes and systems wherever possible
This is a fantastic opportunity that would suit someone looking for a long-term role in Financial Services. My client offers some excellent benefits including, a competitive salary, Group SIIP membership, free parking and a fantastic rural location! Please get in touch with Ali at Cathedral Appointments to find out more!
Due to high volumes of applications we are unfortunately, unable to respond to everyone. Therefore, if you have not heard from us within 3 working days please deem your application unsuccessful.
Key words - Pensions Administrator, Pension Scheme, Financial Services, Financial Management, HMRC, Financial planner, financial services administrator, paraplanner, paraplanning