Affluent Private Client Adviser
Davy
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Benefits offered by this job
Job summary
Davy in Ireland is recruiting an Adviser to join its newly established Affluent business, supporting clients with complex financial needs through personalised planning and advice.
You will work with a diverse portfolio of affluent individuals, families, and corporates, delivering investment, pension and protection solutions via a technology-enabled platform and engaging client experiences. The role combines advisory activity with business development in a hybrid working model.
Qualifications
- Degree or Masters in business, finance, economics, accounting, law, engineering or related discipline.
- QFA qualification essential.
- CFP qualification preferred or commitment to CFP status.
- CFA or other recognised financial planning qualifications considered.
- Minimum Competency Code fulfilled.
- 3–7 years' experience in financial advice or wealth management.
- Experience with affluent clients and related wealth management.
- Strong understanding of investments, retirement and protection.
Responsibilities
- Build trusted relationships with affluent clients and understand goals.
- Convert referrals into new business through effective conversations.
- Deliver holistic financial advice across investments, pensions, retirement and protection.
- Develop financial plans using Davy's digital planning tools and client engagement platforms.
- Manage a portfolio of ~300 clients with proactive service and advice.
- Grow pipeline via referrals and lead generation opportunities.
- Collaborate with product, proposition, technology and operations teams to improve outcomes.
- Ensure activities comply with regulatory requirements and risk management framework.
Skills
Education
Tools
Job description
At Davy,it's the unique talents of all our people that have been the foundations of our success for100 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.
An exciting opportunity has arisen for an Adviser to join Davy's newly established Affluent business, supporting clients with increasingly complex financial needs who require ongoing financial planning and advice to build, protect, and transfer wealth.
This is a unique opportunity to help build a next-generation wealth proposition that combines personalised financial advice with market-leading digital tools and client experiences. Working with a diverse portfolio of affluent clients, you will help individuals, families and corporates work through bespoke financial planning led investment, protection and pension journeys.
Unlike traditional private client advisory roles, this position operates within a technology-enabled advice model, allowing advisers to focus more of their time on client engagement, financial planning and business development. Advisers will utilise advanced digital financial planning and client engagement tools to deliver high-quality advice at scale while playing an active role in shaping the future evolution of the proposition.
The successful candidate will:
- Build trusted relationships with affluent clients, understanding their financial objectives, personal circumstances and long-term goals.
- Convert referral opportunities into new business through effective advice conversations and relationship management.
- Deliver holistic financial advice across investments, pensions, retirement and protection solutions.
- Develop and present financial plans using Davy's digital financial planning platform and client engagement tools.
- Eventually manage a portfolio of approximately 300 clients, ensuring clients receive an appropriate level of proactive service and advice.
- Build and maintain a strong pipeline of prospective clients through referrals and lead generation opportunities.
- Partner closely with Bank of Ireland, Davy and wider Group colleagues to maximise referral opportunities and deliver joined-up client outcomes.
- Identify opportunities to deepen client relationships and broaden the range of solutions provided to clients.
- Actively contribute to the continuous improvement of the Affluent proposition by providing feedback on client journeys, advice processes and technology capabilities.
- Support the development of a scalable and efficient operating model as the business grows.
- Work collaboratively with product, proposition, technology and operations teams to improve client and adviser experiences.
- Ensure all activities are carried out in accordance with regulatory requirements, Davy's Risk Management Framework and internal policies.
- Take ownership of client outcomes and proactively resolve issues while identifying opportunities to improve processes and service delivery.
You are passionate about helping clients achieve better financial outcomes and enjoy building long-term trusted relationships. You combine strong technical financial planning knowledge with the ability to communicate complex concepts in a simple and engaging manner.
You are comfortable operating in a dynamic and evolving environment and are excited by the opportunity to help build a new business within one of Ireland's leading wealth management firms.
You may currently be working as:
- An established Financial Adviser
- A Financial Planner or Associate Adviser within a wealth management firm.
- A (Senior) Investment or Portfolio Analyst looking to transition into a client-facing advisory career.
- An Adviser within a retail banking, life and pensions or protection business.
- A Wealth Management professional supporting advisers and looking to take the next step into lead advisory responsibilities.
You have experience engaging directly with clients and ideally have demonstrated an ability to generate, convert or manage revenue opportunities.
You embrace technology and are comfortable using digital planning tools, CRM platforms and client portals to improve client outcomes and adviser productivity. You recognise that technology can enhance the advice experience while maintaining the personal relationships that clients value.
You are naturally curious, commercially minded and committed to ongoing professional development.
The position set out above is defined as a “Controlled Function (CF)” role, namely CF3, CF4, CF10.under Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations (S.I. No. 437 of 2011) as amended. In accordance with Section 21 of the Central Bank Reform Act 2010 and the Fitness and Probity Standards 2014, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity requirements, applicable to this position. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams.
We are looking for someone with the following background and skills:
- Degree or Masters qualification in business, finance, economics, accounting, law, engineering or a related discipline.
- QFA qualification essential.
- CFP qualification preferred or a commitment to achieving CFP status.
- Other relevant qualifications will also be considered, including CFA or other recognised financial planning and investment qualifications.
- Satisfactory fulfilment of minimum competency requirements as set out in the Minimum Competency Code.
- Approximately 3-7 years' experience in financial advice, financial planning, wealth management, investments, pensions or related client advisory roles.
- Experience working with affluent, wealth management, banking, pensions or protection clients.
- Strong understanding of financial planning principles across investments, retirement planning and protection solutions.
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.
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.
We offer a competitiveremunerationpackage to include salary, bonus,pensionand a host ofadditionalbenefits to protect you and your family when it matters most.
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.
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.
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
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.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance isrequired, 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.
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