About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.
At Davy, you are the difference.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
About the role
An opportunity has arisen within our Private Clients division for a Financial Planning Associate on our Financial Planning Team. The role will collaborate with the Financial Planning Specialists and Private Client Advisers for our private clients within our key client segments – Business owners, Professionals & Executives and Lifestyle Solutions to produce bespoke goals-based financial plans catered specifically towards our client’s needs. Once an initial training period is completed, this will be a client facing role and will provide a great insight into the wealth management industry with a focus on career progression.
In the role, the successful candidate will:
- Create goals based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines solving the clients needs.
- Liaise with technical specialists within the team and Private Client Adviser’s in preparing and delivering financial plans, applying knowledge and skills you will acquire.
- Use internal cashflow modelling tools.
- Engage with clients both personally and digitally in the end-to-end process from factfinding to presenting financial plans.
- Continue to build upon segment specific solutions.
- Assist in the implementation of actions identified during the planning process;
- Produce regular reviews of financial plans to meet the changing needs of our clients;
- Contribute to the continuous improvement of our processes and solutions;
- Assist with the production of other client material;
- Project work as required
- Contribution to content creation
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements
About you
We are looking for somebody has the following background and skills:
- Degree or Masters level qualification;
- Knowledge of or previous experience within pension, tax and/or investment disciplines desirable but not essential;
- QFA qualification (or willingness to complete)
- CFP qualification (or willingness to complete)
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
- Excellent attention to detail;
- Exceptional interpersonal skills, listening and communication skill with a high level of empathy.
- A flexible, positive attitude towards work;
- An ability to work effectively as part of a growing & energetic team;
- An ability to prioritise and manage own workload
What we offer
At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
- Health and Wellbeing
Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.
- Reward and Recognition
We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
- Growth and Development
Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.
- Positive Workplace
Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.
- Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
Important Information
Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”, namely CF3, CF4. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the QFA exams. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.
Top Skills
Davy Dublin, Dublin, IRL Office
Davy House, 49 Dawson Street, Dublin, Ireland
