Hybrid Digital Financial Planning Analyst

Davy; Dublin; Hybrid; EUR 60,000 - 76,000; Full time

Benefits offered by this job

Health & wellbeing

Flexible working

Learning & development

Assisted retirement planning

Job summary

Davy is expanding its Financial Planning team to develop and enhance a digital advice platform. The role combines financial planning knowledge with project delivery to deliver digitally led planning solutions for clients.

You will work with Financial Planning Specialists, Product Owners, technology teams and Private Client Advisers to shape how advice is delivered to key client segments. This hybrid role offers growth opportunities and exposure to transformation projects.

Qualifications

• Degree or master’s qualification
• At least two years' experience in financial planning, wealth management or financial services
• Fundamental understanding of core financial planning concepts and cash flow modelling
• Strong analytical, problem-solving and organisational skills; excellent attention to detail
• Ability to manage priorities and work independently
• Strong communication and stakeholder engagement skills
• Proactive, self-motivated with initiative
• High proficiency in Microsoft Excel, Word, PowerPoint and Outlook
• QFA qualification (or willingness to complete)
• CFP qualification (or willingness to complete)

Responsibilities

• Support 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, planning and technology teams to deliver digitally led solutions
• Support testing, QA 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; take ownership of tasks
• Support creation of client and adviser-facing content
• Ensure compliance with Risk and Compliance frameworks

Skills

Cash flow modelling

Financial planning concepts

Analytical thinking

Stakeholder engagement

Independent working

Initiative

Communication skills

Education

Bachelor’s or Master’s degree in relevant field

Tools

Excel

Word

PowerPoint

Outlook

Job description

Davy is expanding its Financial Planning team to develop and enhance a digital advice platform. The role combines financial planning knowledge with project delivery to deliver digitally led planning solutions for clients.

You will work with Financial Planning Specialists, Product Owners, technology teams and Private Client Advisers to shape how advice is delivered to key client segments. This hybrid role offers growth opportunities and exposure to transformation projects.