Pension Support, Senior Associate

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

An exciting opportunity has opened up for a Senior Associate to join the Pension Support team in the Client Services Department. In the role, the successful candidate will :

• Develop an in-depth understanding of Davy’s pension product offering which includes occupational pension schemes, Personal Retirement Savings Accounts (PRSAs), Approved Retirement Funds (ARFs) and Retirement Bonds;
• Co-ordination and processing of maturity benefits;
• Co-ordination and processing of transfers out, Pension Adjustment Orders and Death Benefits claims;
• Assist the Associate Director in Regulatory reporting
• Set up new pension policies and plans, Revenue submissions, and allocation of contributions or transfers of retained benefits;
• Ensuring compliance with the relevant pensions rules and legislation governing each of the pension product offerings including IORPS II;
• Issue of Disclosure requirements to members and regulatory bodies.
• Assist with ad-hoc projects where they arise.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

Requirements

About you

We are looking for somebody 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