Associate Director, Pension Support
2 months ago
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 an Associate Director 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;
- Manage the transfer process of pre and post retirement products;
- Resolving queries of a technical nature arising from our existing clients and internal client relationship teams;
- Ensuring compliance with the relevant pensions rules and legislation governing each of the pension product offerings;
- Regular communication and interaction with the Pensions Authority and Revenue Commissioners
- Regulatory reporting
- Assume responsibility for project assignments;
- Preparation for Revenue or Pensions Authority audits;
- Provision of reporting to clients in line with regulatory requirements;
- Ongoing update and maintenance of membership records on pension administration platform
Training & Development of Team
- Manage resources of direct reports on a daily basis and ensure critical roles are covered at all times.
- Ensure inter-team training is continual for both staff developmental and operational needs.
- Participate in creation of Personal Development Plans for team, also in the Performance Appraisal process.
- Assist in the delegation of tasks among team members
Requirements
About you
We are looking for somebody who has the following background and skills:
- Degree or Masters in business, Finance, Economics or a related discipline;
- QFA/Pensions qualification essential;
- In excess of 8 years’ experience in the Pensions industry with a minimum of 2 years preferably in a supervisory capacity;
- Strong technical pensions knowledge and thorough understanding of statutory compliance requirements;
- Ability to prioritise workloads and work to tight deadlines;
- A high level of problem solving capability;
- Strong communication skills, written and verbal;
- Excellent customer service skills;
- Excellent attention to detail;
- An ability to work effectively within a team;
- A flexible positive attitude towards work.
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
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
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