Pensions Specialist

Dublin
Permanent
Full-time

14 days ago
Apply easily

We are currently working with a leading Wealth Management firm who are looking to hire a Pensions Specialist to join their team on a 12-month FTC. This is an excellent opportunity to work as part of a team that assist clients with all aspects of their pension journey and into retirement.Responsibilities of this Pensions Specialist Job:

Act as a first point of contact for prospective clients, offering assistance with the account opening process and transfer of existing pension funds.

Working with other departments within the firm setting up new pension accounts with prospective clients and Trustees and all associated tasks and queries.

Overall responsibility for the team by assisting clients navigate the retirement of their pension accounts.

Working with the wider team on initiatives to enhance the firm's direct pension proposition and client experience.

Act as a support to the firm's intermediary channel.

Requirements of this Pensions Specialist Job:

Third level qualification in a business-related discipline.

Undertaking or have attained QFA qualification.

2-3 years in a customer service role.

A knowledge of investment markets, products and the individual pension accounts would be desirable.

Good communication skills, customer focus and ability to build relationships.

This is an excellent opportunity for someone looking to continue to develop their career in the Pensions space.For more information on this Pensions Specialist Job or to discuss in more detail, contact Aoife Stokes at or apply directly below.

Elevate Partners