Job: Pension Administrator

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  • Title Pension Administrator
    Categories Latest Jobs in Gibraltar
    Salary DOE
    Location Gibraltar
    Job Information

    Pensions Administrator (part time hours)


    • Collating and processing new members’ records on the scheme database, validating information, creation of client files and issuance of Welcome Packs.
    • Maintaining computerised member records, dealing with updates for periodic events such as benefit statements, pension increases, scheme valuations
    • Preparation of pension documentation for compliance review / approval, and sign off by Trustees
    • Issuing of transfer forms to coding schemes
    • Monitoring of pension applications to ensure they meet required deadlines
    • Issuing of Membership Certificates
    • Preparation of payment requisitions for Trustees / Adviser fees, member benefits and investment providers
    • Processing of Investment Applications for Trustee approval and issuance to Provider.
    • Updating of Client reconciliation
    • Processing of HMRC Reporting Forms
    • Liaising with other parties such as IFA’s, Gibraltar Tax Office and HM Revenue & Customs (HMRC as appropriate)
    • Providing members and other relevant parties with information on request such as fund values, estimated benefits and various data extracts
    • Customer care – dealing with a variety of general enquiries and correspondence from members, advisers, trustees and communicating with them appropriately
    • Maintain an awareness and knowledge of associated pension schemes and legal procedures through continued leaning and development.
    • Ensuring compliance with legal, regulatory and ethical requirements.

    Candidate requirements:

    • Previous pensions administration experience essential
    • Organised and responsible, methodical approach
    • Accuracy and attention to detail
    • Strong numeracy skills
    • Ability to work under pressure and meet tight deadlines and targets, with attention to detail
    • Good Microsoft Office skills, especially Excel
    • Ability to analyse issues and identify the best solutions
    • Excellent written and verbal communication skills
    • Works well in a team environment
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