My client who are based in Godalming are looking for a Pensions Administrator to join their team. Ideally we are looking for candidates who have got experience of SIPP and SSAS. My client are a fantastic organisation to work for and provide excellent support and a positive working environment.
Location : Godalming
Salary : £25-£30,000 + benefits
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.
Drafting submission for approval of the scheme to the Inland Revenue for SSASs.
Following up to ensure that IR approval is obtained for SSASs
Carrying out all other administrative tasks on the establishment checklist.
Drafting standard deeds and liaising with solicitors thereon as necessary.
Attending to scheme registration.
Issuing certificates in relation to the receipt of contribution.
Ensuring tax relief is reclaimed from Inland Revenue.
Providing information to accountants in relation to transfer in specie cases.
Preparation of standard client letters/Consultant reminders to initiate regular scheme reviews (annually, unless a different frequency has been agreed with the client).
Assisting Consultants in reminding the client about the payment of contributions before each year-end and advising on any variations in contribution levels. Chasing clients where necessary.
Carrying out all administrative tasks on the year-end checklist. Includes reviewing and maintaining life cover arrangements.
Assisting Consultants in preparing advice on special situations as and when required, such as rearranging SSAS resulting from sale of clients company, winding up SSAS/SIPPs etc.
Collating information on prior schemes as required by consultants.
Maintaining Database Records
Ensuring all required data is obtained, then promptly and accurately entered/maintained on the Company's database system.
Printing and reviewing regular routine data reports to identify, and deal with, missing/anomalous data.