Pension Associate

Description:

Our client a leading wealth management firm are currently looking for a Pension Support Associate to join their team on a 12 month temporary basis. The successful candidate will have excellent attention to detail and communication skills.

Role Duties include:

• Develop an in-depth understanding of the firms pension product offering with a particular emphasis on Personal Retirement Savings Accounts (PRSAs) and Approved Retirement Funds (ARFs)
• General pension administration duties including account set up, processing transfers in/out to other providers, retirements, data input, allocation of premiums and peer reviews
• Ensuring compliance with the relevant pensions rules and legislation governing each of the pension product offerings
• Assist with ad-hoc projects where they arise

Requirements

• 2+ years’ financial services experience essential
• Qualified Financial Advisor designation or working towards this
• Excellent customer service skills
• High level of attention to detail
• Strong communication skills