Pension Support Professional

3 days ago


Dublin, Dublin City, Ireland Davy Full time

About Us

Davy, a leading wealth and capital management firm in Ireland, is built on nearly 100 years of strong relationships with clients and career development for future business leaders. Our success is driven by our core values: client success, one Davy, and building a proud legacy.

Established in 1926, the Davy Group provides a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and institutional investors. As part of our team of over 900 professionals, you will be encouraged to learn and grow both professionally and personally.

The Role

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

  • Develop an in-depth understanding of Davy's pension product offering, including occupational pension schemes, PRSAs, ARFs, and Retirement Bonds;
  • Coordinate and process maturity benefits;
  • Coordinate and process 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;
  • E nsure compliance with relevant pensions rules and legislation governing each of the pension product offerings, including IORPS II;
  • Issue Disclosure requirements to members and regulatory bodies;
  • Assist with ad-hoc projects as they arise;
  • Comply with the Risk and Compliance frameworks, policies, and procedures associated with the role.

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