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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.
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: client success, one Davy, and building a proud legacy. As part of a team of over 900, you will be encouraged to learn and 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
* Create goal‑based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines to solve the clients’ needs.
* Liaise with technical specialists within the team and Private Client Advisers to prepare and deliver financial plans, applying knowledge and skills you will acquire.
* Use internal cash‑flow modelling tools.
* Engage with clients both personally and digitally in the end‑to‑end process from fact‑finding 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
* 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 skills 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
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. We offer a competitive remuneration package including salary, bonus, pension and a host of additional benefits. Our award‑winning L&D function provides professional and personal development opportunities. Our inclusive workplace values diversity and offers flexible hybrid working.
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.
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