Financial Planning Associate

Davy; Dublin; Hybrid; EUR 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid working model

Job summary

Davy is seeking a capable Financial Planning professional to join our team in Ireland. This role focuses on developing and enhancing our digital advice platform, applying financial planning knowledge to support design and development, and validating client outcomes using cash flow modelling.

You will work closely with advisers, project teams and technology specialists, contributing to testing, implementation and continuous improvement of the platform.

Qualifications

• Degree or master's qualification.
• At least two years' experience in financial planning or wealth management.
• Understanding of core financial planning concepts and cash flow modelling.
• Strong analytical, problem-solving and organisational skills.
• Excellent attention to detail and ability to manage priorities independently.
• Strong communication and stakeholder engagement skills.
• Proactive, self-motivated with initiative.
• Proficiency in Microsoft Office suite (Excel, Word, PowerPoint, Outlook).
• QFA qualification (or willingness to complete).
• CFP qualification (or willingness to complete).
• Desirable knowledge of pensions, investments and taxation.
• Experience working on business change or digital projects.

Responsibilities

• Support the development and enhancement of our digital advice platform.
• Apply core financial planning knowledge to support platform design and development.
• Use cash flow modelling outputs to validate planning assumptions and client outcomes.
• Collaborate with project teams, advisers and technology teams to deliver digitally led planning solutions.
• Support testing, quality assurance and implementation of new platform functionality.
• Identify opportunities to improve adviser and client experiences through platform and process improvements.
• Assist in creating planning methodologies, templates, training materials and adviser guidance.
• Contribute to project workstreams and squad initiatives, taking ownership of tasks.

Skills

Financial planning knowledge

Analytical skills

Problem solving

Stakeholder engagement

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

QFA qualification

CFP qualification

Education

Bachelor's or Master's degree

Tools

Excel

Word

PowerPoint

Outlook

Job description

About us

At Davy, it's the 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, 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.

About the role

An exciting opportunity has opened up in our Financial Planning team, a team responsible for developing and enhancing our digital advice platform.

• Support the development and continuous enhancement of our digital advice platform.
• Apply core financial planning knowledge to support platform design and development.
• Use and interpret cash flow modelling outputs and tools to validate planning assumptions and client outcomes.
• Collaborate with Project teams, Advisers, financial planning team and technology teams to deliver digitally led planning solutions.
• Support testing, quality assurance and implementation of new platform functionality.
• Identify opportunities to improve adviser and client experiences through platform and process improvements and innovation.
• Assist in the creation of planning methodologies, templates, training materials and adviser guidance.
• Contribute to project workstreams and squad initiatives, taking ownership of tasks and deliverables.
• Support the creation of client and adviser-facing content.
• Ensure compliance with all relevant Risk and Compliance frameworks, policies and procedures.

This role combines financial planning expertise, project delivery and business innovation. Working closely with Financial Planning Specialists, Product Owners, technology teams and Private Client Advisers, you will help shape how financial advice is delivered to clients across our key client segments. We are looking for a self-starter with strong initiative with an understanding of core financial planning concepts and an interest in technological developments. This is an excellent opportunity for someone who enjoys solving problems, and would relish contributing to transformational business projects within a financial planning environment.

About you

We are looking for somebody who has the following background and skills:

• A degree or master's qualification.
• At least two years' experience in financial planning, wealth management or financial services with a strong interest in financial planning and wealth management.
• A fundamental understanding of core financial planning concepts and cash flow modelling.
• Strong analytical, problem-solving and organisational skills.
• Excellent attention to detail.
• The ability to manage priorities and work independently.
• Strong communication and stakeholder engagement skills.
• A proactive, self-motivated approach with a willingness to take initiative.
• High proficiency in Microsoft Excel, Word, PowerPoint and Outlook.
• QFA qualification (or willingness to complete).
• CFP qualification (or willingness to complete).
• Desirable Knowledge of pensions, investments and taxation.
• Experience working on business change, transformation or digital projects.

What we offer

At Davy, our people are our biggest investment. In today's fast-moving world, we know it's important to feel secure and empowered. That's why 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 to assisted retirement planning.

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.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits 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

Excepti