Private Client Financial Planner

Private Client Financial Planner 

The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here: 

About us 

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

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. 

An exciting for a Private Client Financial Planner  has arisen in the Financial Planning team within Private Clients. The person will work as part of a team of in-house financial planning experts (financial planners, tax specialists, pension specialists and protection specialists) with the client’s dedicated investment adviser to drive positive outcomes for existing clients and new prospects. 

The position would suit someone who has just completed an accountancy, tax, CFP or pension qualification, or is partly qualified and is looking to complete it. The successful individual will have an interest in developing a career in private client wealth management using their technical expertise in a client driven manner.

  Key responsibilities of this position will include:

• Work with private client advisers and financial planning team in tailoring goals based financial plans solutions for clients
• Utilising their technical knowledge to identify planning solutions across the full wealth management spectrum (pensions, tax, protection and investments) .
• Engaging with clients both in person and virtually from factfinding to presenting financial plans
• Becoming familiar with in-house cashflow modelling tools (full training provided) to assist in the creation of the financial plans and technical advice
• Reviewing work completed by other team members to ensure a suitably high standard
• Contribute to the continuous improvement of our processes and solutions
• Assist in the implementation of actions identified during the planning process
• Assist with the production of other client material e.g. insights and articles and project work as required.

What we offer 

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-wining Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best. 

Requirements

• Degree or Masters level qualification – preferably in a business, finance or accounting related discipline
• At least 2 years experience in the financial services industry,
• Client facing experience is desirable
• Knowledge of or previous experience within pension, tax, and/or investment disciplines desirable.
• Competency with MS office packages particularly MS Excel and Powerpoint
• Exceptional interpersonal skills, listening, communication and presentation skills with a high level of empathy
• Excellent attention to detail
• Ability to manage and prioritise own workload
• An ability to work effectively as part of a team, and to manage key stakeholders across the business with the ability to develop key relationships

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4 & CF7. The role is also subject to the Minimum Competency Code. In compliance with the Fitness and Probity Standards, any offer of employment is conditional upon you demonstrating that you meet the Standards.

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.