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Provide tailored, compliant financial advice and wealth management to private clients. Build and manage client relationships, identify and pursue new business, manage portfolios across pensions, savings and investments, collaborate with Bank of Ireland/Davy partners, ensure regulatory compliance, lead or direct colleagues through complex client solutions, and drive business improvement initiatives.

Provide broker-facing support including account openings, settlement and operations management, reconciliations and controls, MI updates, administrative support, process improvements, training junior staff, participating in projects, and ensuring compliance with risk and regulatory frameworks.

Support implementation and enhancement of risk, control and governance reporting. Document methodologies, assess controls, improve processes and data quality, run stakeholder workshops, produce governance reports, and support programme delivery.

This role serves as the contact point for intermediaries, providing support for pension products. Responsibilities include handling queries, processing applications, and ensuring compliance with regulations.

Provide operational and administrative support to Davy Select account managers and brokers: manage account openings and queries, liaise with internal teams, maintain pipelines and MI, perform reconciliations, improve processes, develop pension and investment product knowledge, and ensure compliance with risk and regulatory frameworks.