Pensions Transfer Associate

The Pensions Transfer Associate role within the Private Clients Team at Davy involves managing the end-to-end pension transfer process from a front-office perspective, ensuring accuracy, efficiency, and compliance. The position requires close collaboration with advisers, operations teams, and external providers to facilitate smooth client experiences and support business decisions through detailed management information. This role focuses on executing pension transfer-in and transfer-out procedures while maintaining strict adherence to regulatory requirements and internal policies.