Pensions Transfer Associate

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. 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 as a Pensions Transfer Associate in the Private Clients Team. In the role, the successful candidate will:

• Manage the end-to-end pension transfer process from a front-office perspective, ensuring accuracy, efficiency, and compliance.
• Prepare and work closely with advisers and CSEs in relation to documentation, tracking transfer requests, and providing management information (MI) to support business decisions.
• 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.

• Once all paperwork and requirements are met, including the setup of receiving pension scheme, pass file to Pension Operations Team.

• Manage Pension Transfer Out (FO)

• Review instructions received and if in specie requested, liaise with adviser and IA.

• 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.
• Track & Report:

• 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.

• Transfer turnaround times and process efficiency.

• Stakeholder Coordination:

• Liaise with advisers, operations teams, and external providers to resolve queries and ensure smooth transfer execution.

• Escalate issues promptly and propose solutions to minimize delays.

• Compliance & Quality Assurance:

• Ensure all transfers adhere to regulatory requirements and internal policies.

• Work closely witb pensions technical team and Client suitability team to ensure consistency of advice on pension transfers.

• Conduct quality checks on documentation and data accuracy.

Requirements

About you:

• Strong understanding of pension transfer processes and regulatory requirements.

• Proactive and commercially minded ensuring timely transfer of assets into Davy and a smooth client experience.

• Strong communication skills with both clients and internal stakeholders.

• Excellent organizational and time management skills.

• Proficiency in MS Office and knowledge of pension administration.

• QFA or relevant pension qualification preferred.
• Detail-oriented with a focus on accuracy and compliance.
• Ability to improve processes where needed.
• Strong communication skills for stakeholder engagement.
• Ability to work under pressure and manage multiple priorities.

Benefits

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values - One Team, Client Success, and Proud Legacy.

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.