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.
About the role
In the role, the successful candidate will:
- Develop an in-depth understanding of Davy's pension product offering including, Master Trusts, Executive Pension Portfolios (EPPs), Personal Retirement Bonds (PRBs), Personal Retirement Savings Account (PRSAs) and Approved Retirement Funds (ARFs)
- General pension administration duties including account set up, processing benefits, data input, allocation of premiums and peer reviews;
- Ensuring compliance with the relevant pensions rules and legislation governing each of the pension product offerings;
- Assisting with the migration of the Davy EPP book of business to alternative Davy arrangements in line with EU Directive, IORPs II
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role