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Pension Administrator

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First 4 Personnel (& Temp) Ltd


£30000 - £34000 per annum + benefits & parking

SIPPS SAAS DC DB – you know what I am talking about!

You've forged a career in Pensions Administration specialising in either SIPPS, SAAS, DC or DB and are looking to develop further knowledge and progress your career. You like working in a team, where people are valued and careers are progressed.

What do you need for the Pensions Administration role?

  • Some experience in one of the following pension schemes:
    • Self-Invested Personal Pensions (SIPP)
    • Small Self-Administered Schemes (SSAS)
    • Defined Contribution (DC)
    • Defined Benefit (DB)
  • Strong client focused skills
  • MS Office
  • Experience working with HRMC – Vat returns

What will you be doing as a Pensions Administrator?

  • Setting up new clients, preparing paperwork for consultants to present to clients including gathering information on prior schemes and first draft analysis.
  • Obtaining transfer value quotes and organising transfers, scheme registrations, and scheme reviews.
  • Assisting Consultants in preparing advice on special situations
  • Preparing and processing paperwork for deposits, stock market investment, property and other investments.
  • Preparing loan documentation, calculating loan documentation.
  • Inland Revenue Correspondence and Reportable Transactions
  • Processing Self-Assessment tax returns
  • Preparing and submitting Tax reclaims, registering SSAS's for VAT, preparing & submitting scheme VAT Returns.
  • Drafting retirement letters, benefits statements, organising buy-out quotes, preparing actuarial reports
  • Organising documentation to establish FURBS, payment of benefits and winding up of FURB's.

What package does the Pension Administration role provide?

  • Salary of £30,000 - £34,000
  • 25 days holiday (3 to be taken at Christmas) rising on length of service
  • Healthcare
  • Life Cover
  • Pension (5%)
  • Parking
  • Training support to develop skills