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Pension Support Associate

1 month ago

india Elevate Partners Full time
Job 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

Benefits On offer is a competitive salary and benefits package along with the opportunity to join a well established brand.
Please apply through the link provided or get in touch with Leah Deasy via to schedule a confidential phone call.
Requirements
1-3 years’ financial services experience essential Qualified Financial Advisor designation or working towards this Excellent customer service skills High level of attention to detail Ability to prioritise work effectively Strong communication skills Team player

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