Hybrid Private Client Advisor - Wealth Planning & Growth

Davy; Galway; Hybrid; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working model

Health and wellbeing programs

Job summary

Davy seeks a Private Client Adviser to join our team in Ireland. You will support clients with complex financial needs, delivering holistic planning and investment advice to individuals, families and corporates.

The role emphasizes building trusted client relationships, managing referrals, and delivering tailored plans using Davy’s digital platform. We expect 4+ years of financial advice experience, with qualifications such as QFA and CFP preferred.

Qualifications

• Degree or Masters level qualification in a business, accounting, law, engineering or related discipline.
• QFA qualification essential.
• CFP qualification preferred or commitment to CFP status.
• Additional relevant qualifications and level of expertise would be beneficial, e.g. CFA, ACCA, CTA.
• Membership of relevant professional networks.
• Strong client focus to ensure effective service delivery.
• Commitment to further education and continuous professional development.
• Strong understanding of financial planning principles across investments, retirement planning and protection solutions.
• Expert level knowledge of financial markets and investment.
• Excellent knowledge of the regulatory framework.
• High initiative and ability to lead a team and manage risk.

Responsibilities

• Build trusted relationships with clients, understanding their financial objectives 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.
• Provide clear, compliant financial advice and develop tailored financial plans using Davy’s tools.
• Build and maintain a strong pipeline of prospective clients through referrals and lead generation.
• Engage with internal and external partners to drive new business performance.
• Partner with Bank of Ireland, Davy and Group colleagues to maximise referrals.
• Direct and manage others involved in complex processes to deliver client outcomes.
• Make informed decisions and manage processes with a focus on client and business outcomes.
• Ensure all activities comply with regulatory requirements and risk framework.

Skills

Financial planning knowledge

Client relationship management

Regulatory compliance

Clear communication

Education

Business/Accounting/Law/Engineering qualification

Job description

Davy seeks a Private Client Adviser to join our team in Ireland. You will support clients with complex financial needs, delivering holistic planning and investment advice to individuals, families and corporates.

The role emphasizes building trusted client relationships, managing referrals, and delivering tailored plans using Davy’s digital platform. We expect 4+ years of financial advice experience, with qualifications such as QFA and CFP preferred.