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Pension Administration Assistant

Equals One Ltd
Leeds, West Yorkshire, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Accounts Assistant
Contract Type
Full Time
Pension Administration Assistant

Working Hours: Full-time, 9am 5:30pm Monday to Friday, part-time and flexible hours options are available.

£22,000 £23,000 per annum, dependent on experience

Horsforth free onsite parking

  • 25 days holiday excluding bank holidays increases after 10 years service by 1 day per full year worked, up to a maximum of 5 additional days.
  • Health plan benefits, auto-enrolment into the Pension Scheme, Death in Service 4 x salary, Social and Charity Committee.
  • Potential for hybrid working and flexible hours depending on the individual and their experience.

Our client, a leading firm of Chartered Accountants in Horsforth, is looking for an enthusiastic person. No prior experience is required but somebody with a can-do attitude, who is keen to learn would be ideal.

Main Duties:
  • Pension Transfers
  • Dealing with pension providers
  • Recording transactions from bank statements-simple bookkeeping
  • Updating Bank Mandates and dealing with banks, payments
  • Opening bank accounts and cooperating with banks
  • Pension Scheme Administration including filing, sorting, and researching documents.
  • Arranging payment of Pension Regulator invoices.
  • Credit Control for pension schemes including arranging payments if needed.
  • Responsible for administration matters in pension departments such as preparing and sending cheques to clients, communication with clients and banks etc.
  • Preparing Rental invoices
  • Cardale Cash & Shares valuations
  • Dealing with HMRC when registering pension schemes
  • Updating the filing system

Person Specification:
  • A smart and professional appearance
  • Ability to work alone and in a team
  • Attention to detail and accuracy
  • Strong interpersonal skills over the phone and face to face
  • Experience of working with Microsoft packages including Outlook, Word and Excel
  • A self-starter with excellent organisational skills
  • Enthusiastic to learn and pick up new systems
  • Dependable

Interested? Please send your cv by return.


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