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

This role supports the wealth management operations by contributing to projects, delivering tasks, and building relationships with stakeholders. Candidates should have experience in financial services with knowledge of regulations, teamwork skills, and proficiency in MS Office tools.

The Treasury Associate supports cash positioning, FX risk management, liquidity management, and payment processing while ensuring regulatory compliance and fostering internal relationships.

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.

The role requires a strong administrator to manage and input investor profiles, ensure data compliance, and assist with client queries in financial services.

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

The Intermediary Support Senior Associate will ensure excellent customer service for Brokers, manage accounts, and provide support to Account Managers while adhering to compliance policies.