 Job Details
| Job Title: | | Pension Administrator | | | Description: | | Pension Administrator - Godalming, Surrey
ROLE OVERVIEW:
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
Drafting standard deeds and liasing 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.
Assisting Consultants in preparing advice on special situations as and when required, such as rearranging SSAS resulting from sale of client’s company, winding up SSAS/SIPPs etc.
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.
Assisting Consultants by researching and/or obtaining quotations for investments from Dentons list of investments.
Preparing and processing paperwork for deposits, stockmarket investment, property and other investments.
Preparing loan documentation.
Calculating loan interest when due, billing it where necessary, and monitoring receipt thereof.
Liasing with Consultants to monitor closely all investment/loan/property transactions parties to ensure no breach of limits/legal requirements.
Liasing with Consultants to monitor closely all transactions with members and/or connected parties to ensure no breach of legal requirements.
Organising the reporting of all PSO Reportable transactions within the statutory deadlines.
Processing Self-Assessment tax returns
Preparing and submitting Tax reclaims, and ensuring the reclaim is received.
Making applications for registering schemes for VAT when requested.
Preparing and submitting scheme VAT Returns.
Ensuring VAT payments/refunds made on time.
Shortly before retirement, collating information to enable Consultants to establish the client’s requirements. Includes drafting retirement letters, benefits statements, organising buy-out quotes, and all other administrative tasks on the ‘retirement checklist’.
At retirement, organising the payment of lump sum and/or pension benefits.
Post retirement, collating information for annual pension review.
Liasing with accountants to obtain and check pension scheme accounts.
Preparing trustees reports within agreed office timescales.
Assisting Consultants to ensure that the client/members adhere to the rules of the scheme, and any applicable aspects of Pensions legislation/Inland Revenue practice.
Preparing documents for Consultants to sign on behalf of the relevant Professional Trustee Company, in the capacity of scheme trustee.
Organising documentation to establish FURBS.
Organising winding up of FURB's in conjunction with consultant.
CANDIDATE OVERVIEW:
A minimum of FPC level 3 plus experience of dealing directly with clients and companies in the financial services sector. Good keyboard skills and PC literate, with a good understanding of Microsoft Word/Excel. A good understanding of the different types of investment, life assurance, and pension contracts available, and also of mortgages. Excellent telephone manner and customer services skills in keeping with the highly professional reputation of the company.
BENEFITS OVERVIEW:
A highly competitive salary, BUPA, life cover, private health insurance, 25 days holiday, and free parking.
| | | Type: | | Permanent | | Financial
Qualifications: | | | | General
Qualifications: | | | | Systems
Experience: | | | | | Salary Range: | | £22000 - £25000/annum | | | Benefits: | | | | | Location: | | Surrey
| | | Job URL: | | http://www.cv-library.co.uk/cgi-bin/jdb_view_vacancy.cgi?jobref=101158701&s=100032 | |
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