Pensions Specialist Job Summary
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We are seeking a highly skilled Pensions Specialist to join our team. The successful candidate will work with a leading Wealth Management firm in Dublin, Ireland.
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Key Responsibilities:
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1. Develop an in-depth understanding of the firm's pension product offerings, focusing on Executive Pensions, Master Trust, and Personal Retirement Bonds.
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2. Perform general pension administration duties, including account setup, transfers, retirements, data entry, premium allocation, and peer reviews.
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3. Evaluate and ensure compliance with relevant pensions rules and legislation governing each product offering.
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4. Assist with ad-hoc projects as needed.
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Requirements:
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5. A minimum 2 years of experience in financial services is required.
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6. Candidates must possess a Qualified Financial Advisor designation or be working towards it.
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7. Excellent customer service skills are essential.
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8. A high level of attention to detail is required.
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9. The ability to prioritize tasks effectively is necessary.
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