Pensions Specialist

2 weeks ago

Dublin, Ireland Davy Full time

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.

Requirements

About you

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

  • Third Level qualification in a business-related discipline.
  • Undertaking or have attained QFA qualification.
  • 2-3 years in a customer service role.
  • A knowledge of investment markets, products and the individual pension accounts would be desirable.
  • Good communication stills, customer focus and ability to build relationships.
  • Ability to work on own initiative and to strict deadlines.
  • Persuasive, enthusiastic outgoing nature with an ability to quickly build rapport with customers and Trustees.
  • Organised and methodical.
  • A high level of proficiency in MS Word, Outlook, Powerpoint and Excel.
  • A strong and flexible approach to working as part of a team.

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.

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”, namely CF3 and CF4. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take one of the following exams: APA (Regulation & Investment) or Registered Stockbroker or QFA. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

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