Pensions Transfer Associate
Davy · Dublin, County Dublin
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- Company
- Davy
- Location
- Dublin, County Dublin
- Posted
- October 7, 2026
About this job
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.…
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