Financial Planning Associate

Job title: Financial Planning Associate

Company: Davy


Job description: About usFrom 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.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 roleAn 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.

RequirementsAbout youWe 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 offerWe 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-winning 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.Important InformationDavy 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.

Expected salary:

Location: Ireland

Job date: Sun, 27 Apr 2025 22:11:47 GMT

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