The Pensions Specialist assists clients with pension account openings, transfers, and ongoing customer service, supporting the Davy Select Team.

The role involves monitoring trade surveillance, ensuring compliance with regulations, conducting checks, providing training, and liaising with regulatory bodies.

The Technical Business Analyst will support Wealth Management, work with users to identify solutions, enhance applications, and ensure project delivery, while undergoing systems analysis and configurations.

The Recruiter will manage the recruitment process, source candidates, build stakeholder relationships, implement diversity strategies, and improve recruitment metrics.

The Financial Planning Associate collaborates with specialists to create and present customized financial plans for private clients, focusing on investment, pension, and tax needs.

The Research Analyst will analyze stocks, monitor market trends, conduct in-depth company research, and communicate insights to clients.

Lead the implementation and ownership of a new Portfolio Management System, managing the full lifecycle and ensuring regulatory compliance and operational efficiency.

The role involves ensuring excellent customer service for Brokers, managing accounts, providing administrative support, and improving processes at Davy Select.

The Wealth Management Compliance Senior Associate will ensure regulatory compliance under MiFID, develop compliance frameworks, and conduct assurance activities.

Lead planning, execution, and delivery of strategic and regulatory projects in financial services; manage stakeholders, develop project plans, and drive continuous improvement.