About the role

Pensions Operations Specialist at Davy managing end-to-end pension transfer processes for clients, ensuring compliance and smooth execution within a hybrid workplace environment.

Responsibilities

Manage the end-to-end pension transfer process from a front-office perspective, ensuring accuracy, efficiency, and compliance.
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, even if no progression.
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.
Liaise with advisers, operations teams, and external providers to resolve queries and ensure smooth transfer execution.

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.

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