Pensions Specialist - 12 month FTC

About us

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do : client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About the role

Davy Select is the market leading Investment Platform for retail clients, offering a range of platform technology and investment options. As part of this service, Davy Select offer a comprehensive choice of pension accounts, providing clients with access to the Davy Select Investment Platform.

A new role in our Pensions team has arisen as the team continue to expand. This is an exciting opportunity to work as part of a team that assist clients with all aspects of their pension journey and into retirement.

In the role, the successful candidate will :

• Act as a first point of contact for prospective clients, offering assistance with the account opening process and transfer of existing pension funds.
• Working with other Davy departments setting up new pension accounts with prospective clients and Trustees and all associated tasks and queries.
• Providing ongoing customer service to existing clients.
• Overall responsibility for the Davy Select Team by assisting clients navigate the retirement of their pension accounts.
• Working with the wider Davy Select team on initiatives to enhance the Davy Select direct pension proposition and client experience.
• Management of annual Imputed distributions and all associated client communications.
• Act as a support to the Davy Select Intermediary channel.
• Represent Davy Select services and brand positively.
• Contribute to projects and process improvements as required.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

About you

We are looking for somebody who who has the following background and skills :

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

Important Information