Intermediary Sales Support Associate

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

Benefits offered by this job

Hybrid working model

Health and wellbeing

Learning & development opportunities

Pension and bonus

Job summary

Davy Select in Ireland is seeking an Intermediary Support Senior Associate to ensure brokers' requirements are understood and met with turnaround and accuracy, while delivering excellent service. You will manage new accounts and queries, liaise with internal teams, update pipelines and MI, and provide admin support to Davy Select Account Managers.

The role also involves process improvements and mentoring, plus compliance.

Qualifications

• Business/Finance degree or equivalent.
• QFA qualification and willingness to sit CFP.
• Experience and knowledge of settlements and operations.
• Proven record in reconciliation and control.
• Advanced knowledge of Word, Excel and Outlook.
• Good numeric skills.
• Customer service focused with a record of providing excellent customer service.
• Accuracy and attention to detail.
• Excellent organisational skills.
• Ability to prioritise and work to deadlines.
• Positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm.

Responsibilities

• Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service;
• Manage the opening of new accounts and account queries;
• Liaise with internal teams within Davy Operations;
• Update broker and client pipelines and Management Information;
• Provide general administrative support to the Davy Select Account Managers;
• Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback;
• Develop a thorough working knowledge of pension and investments and the appropriate product knowledge;
• Train & mentor junior team members;
• Involvement in ad hoc projects & business development as required;
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Skills

Customer service

Accuracy & detail

Organisational skills

Deadline management

Initiative & flexibility

Education

Business/Finance degree or equivalent

QFA qualification

Tools

Word

Excel

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 almost 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 arisen within the support function of Davy Select for an Intermediary Support Senior Associate. In the role, the successful candidate will:

• Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service;
• Manage the opening of new accounts and account queries;
• Liaise with internal teams within Davy Operations;
• Update broker and client pipelines and Management Information;
• Provide general administrative support to the Davy Select Account Managers;
• Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback;
• Develop a thorough working knowledge of pension and investments and the appropriate product knowledge;
• Train & mentor junior team members;
• Involvement in ad hoc projects & business development as required.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

About you

• A Business/Finance degree or equivalent;
• QFA qualification and willingness to sit the CFP;
• Experience and knowledge of settlements and operations;
• A proven record in reconciliation and control;
• Advanced knowledge of Word, Excel and Outlook;
• Good numeric skills;
• Customer service focused with a record of providing excellent customer service;
• Accuracy and attention to detail;
• Excellent organisational skills;
• Ability to prioritise and work to deadlines;
• A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm;

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

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 you don't meet all of the 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 to participate in the interview process. If you require any 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 is required, 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.