Wealth Manager

Davy; Greater London; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Health & wellbeing

Flexible working

Learning & development opportunities

Assisted retirement planning

Job summary

Davy is expanding its London wealth management team and seeks an experienced Wealth Manager to advise high-net-worth clients with holistic financial planning and investment guidance. You will work with senior leaders to pursue new business opportunities and develop client relationships in a dynamic, growth-oriented environment.

The role offers a hybrid work model, competitive remuneration, and opportunities for professional development within a leading wealth management organization.

Qualifications

• Qualified wealth management professional with experience advising high-net-worth clients.
• Experience delivering holistic financial planning and investment advice.

Responsibilities

• Managing long-term high-net-worth client relationships.
• Providing holistic wealth advice across investment strategies and planning structures.
• Pursuing new business opportunities and engaging with leads.
• Coordinating with London office director on business development.
• Developing junior team members to maintain high professional standards.
• Staying compliant with pension and tax legislation.

Skills

Wealth management qualifications

Client relationship management

Communication skills

Negotiation

Team player

Regulatory compliance

Education

Dip CII or CISI (Chartered status preferred)

Job description

About us

At Davy,it’sthe unique talents of all our people that have been the foundations of our success for 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,providinga 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.

As our London office expands, the successful candidate will become a key member of Davy’s wealth management team, managing a book of high-net-worth private client relationships across London and the South East of England. The role befits a mature and experienced wealth manager looking for a new and rewarding challenge in an ambitious and leading wealth management organisation.

About the role

As an experienced, competent Wealth Manager you will be experienced in advising high-net-worth clients and professionally qualified to Chartered status. You will be responsible for providing holistic wealth advice across our suite of investment strategies and financial planning structures. Working alongside our Head of London office and Director of Business Development, you will be responsible for pursuing new business opportunities as part of our expansion programme. You will engage with existing and prospective clients; with an ongoing flow of new client leads generated both through our Director of Business Development and personally.

This is a very exciting time to join a business that is rapidly expanding with fantastic future career opportunities.

In the role, the successful candidate will:

• Managing long-term, high-net-worth client relationships;
• Strong, demonstratable experience in advising on holistic financial planning, including pensions and succession planning;
• Developing financial plans for existing or prospective clients, providing them with the appropriate investment advice and structures to meet their needs;
• develop and implement tailored financial strategies including retirement planning, tax optimisation and estate planning;
• Stay current with pension and tax legislation and regulatory changes to ensure clients receive accurate and compliant advice;
• Proven experience in generating new business opportunities;
• Pursuing leads and co-ordinating business development effort alongside our London office’s Director of Business Development;
• Develop junior members of the team to ensure the team deliver the highest standards of professionalism and technical competence.

About you

We are looking for somebodywho has the following background and skills:

• Relevant Wealth Management qualification, (Dip CII or CISI, ideally to Chartered status) and meet current Statement of Professional Standing requirements (essential)
• Previous experience providing holistic wealth advice on a wide range of products and services.
• Have previously worked as a Wealth Manager, Financial Planner or in a similar role, with at least 3 years of advice experience.
• A demonstrable track record of delivering advice to high net worth clients and achieving new business growth;
• Excellent verbal and written communication skills;
• Strong influencing, commercial negotiation and presentation skills;
• A proven team player, with a ‘hands-on’ approach to achieving positive outcomes;
• Ability to deal effectively with conflicting requirements, and adapt and respond at short notice;
• A dynamic individual capable of self-motivated, innovative development;
• At least 3 years’ experience in wealth management, in a client facing advice role;
• Excellent administration and IT skills, including a strong understanding of MS Office, Excel and PowerPoint;
• Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards;
• A high level of initiative and enthusiasm with the ability to identify opportunities within the market.

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we knowit’simportant to feel secure and empowered.That’swhy 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 toassistedretirement planning.

Health and Wellbeing

Psychological safety, emotionalwellbeingand 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 competitiveremunerationpackage to include salary, bonus,pensionand a host ofadditionalbenefits 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, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if youdon’tmeetall ofthe requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity toparticipatein the interview process. If yourequireany reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

• Davy Group is a member of the Bank of Ireland Group.