Davy
Financial Services
PensionsOperationsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Pensions Operations Specialist at Davy. Skills: end-to-end pension transfer process management, accuracy, efficiency, compliance, documentation, tracking transfer requests, management information (MI) reporting, stakeholder coordination, issue resolution, process improvement. Manage the end-to-end pension transfer process from a front-office perspective. Gather pension schedule information”
What You'll Achieve.
ensuring accuracy, efficiency, and compliance; MI to support business decisions; timely transfer of assets into Davy and a smooth client experience; smooth transfer execution; minimize delays
Industry & Context.
Escalate issues promptly and propose solutions to minimize delays
Appointment to this role is subject to the candidate's eligibility to work in Ireland
What They're Looking For.
Must Have
understanding of pension transfer processes and regulatory requirements, Proactive and commercially minded ensuring timely transfer of assets into Davy and a smooth client experience, communication skills with both clients and internal stakeholders, Excellent organizational and time management skills, Proficiency in MS Office and knowledge of pension administration, Detail-oriented with a focus on accuracy and compliance, Ability to improve processes where needed, communication skills for stakeholder engagement, Ability to work under pressure and manage multiple priorities
Nice to Have
QFA or relevant pension qualification preferred
What You'll Do.
Manage the end-to-end pension transfer process from a front-office perspective
Gather pension schedule information
Liaise with advisers to ensure transfer is in best interest of client
Issue transfer paperwork to advisors and collect same for further transmission to external providers
Chase and provide weekly updates to advisers on status
Pass file to Pension Operations Team once all paperwork and requirements are met
Review instructions received for pension transfer out
Liaise with adviser and IA if in specie requested
Work with IA and advisor if assets need to be liquidated
Ensure pro rata fees are charged on accounts before transferring out
Keep client informed of process
any requirements and potential timeline
Prepare transfer packs and ensure all documentation is complete and compliant
Draft templates for client signatures and coordinate with advisers for timely execution
Maintain accurate records of all transfer requests and monitor progress to completion
Provide MI to management on Pension transfer Funds Under Management (FUM) in pipeline
Provide MI to management on Transfer turnaround times and process efficiency
Ensure all transfers adhere to regulatory requirements and internal policies
Conduct quality checks on documentation and data accuracy
How You'll Work.
Team & Collaboration
working closely with advisers and CSEs in relation to documentation; Liaise with advisers, operations teams, and external providers to resolve queries and ensure smooth transfer execution; Work with IA and advisor if assets need to be liquidated; Work closely with pensions technical team and Client suitability team to ensure consistency of advice on pension transfers
Communication Scope
communication skills with both clients and internal stakeholders; communication skills for stakeholder engagement
Full Job Description
**About us** At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. **At Davy, you are the difference. ** 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. **Requirements** **About the role ** An exciting opportunity has opened up in as a Pensions Operations Specialist in our Private Clients division. The Pensions Operations Specialist will manage the end-to-end pension transfer process from a front-office perspective, ensuring accuracy, efficiency, and compliance. This role involves preparing working closely with advisers and CSEs in relation to documentation, tracking transfer requests, and providing management information (MI) to support business decisions. In the role, the successful candidate will: _Transfer Process Ownership:_ **Manage pension transfer-in (FO)** * On receipt of signed information mandate, gather pension schedule, to include information on fees, bonus, penalties and underlying investments if available. * Liaise with advisers to ensure transfer is in best interest of client. * Issue transfer paperwork to advisors and collect same for further transmission to external providers. At the same time, query if PAO exists. * Chase and provide weekly updates to advisers on status, even if no progression
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