Private Client Adviser

Davy; Limerick; On-site; EUR 65,000 - 90,000; Full time

Job summary

Davy is seeking a Private Client Adviser to support high‑net‑worth individuals, families, and corporates with bespoke financial planning and investment journeys. You will deliver holistic advice across investments, pensions and protection, using digital planning tools to tailor client plans.

You will collaborate with partners to grow the client base, convert referrals into new business, and ensure compliant delivery within regulatory standards while maintaining strong administration and service

Qualifications

• 4+ years of experience providing financial advice.
• Experience with pensions, investments and protection.
• MiFID familiarity is desirable but not essential.

Responsibilities

• Build trusted relationships with clients, understanding their financial objectives and personal circumstances.
• Convert referral opportunities into new business through effective 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 digital platform and client engagement tools.
• Build and maintain a strong pipeline of prospective clients through referrals and lead generation opportunities.
• Engage with internal and external partners to drive new business performance and maximise referral opportunities.

Skills

Financial planning

Client relationship management

Regulatory compliance

Pensions and investments

Tools

CRM platforms

Client portals

Digital planning tools

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 arisen for a Private Client Adviser to join Davy. The Private Client Adviser team supports clients with increasingly complex financial needs who require ongoing financial planning and investment advice to build, protect and transfer wealth. Working with a diverse portfolio of clients, you will help individuals, families and corporates work through bespoke financial planning-led investment, protection and pension journeys.

Responsibilities

• Build trusted relationships with 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.
• Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs using Davy's digital platform and client engagement tools.
• Build and maintain a strong pipeline of prospective clients through referrals and lead generation opportunities.
• Engage and influence to create and grow effective partnerships, both internally and externally, to drive new business performance.
• Partner closely with Bank of Ireland, Davy and wider Group colleagues to maximise referral opportunities and deliver joined-up client outcomes.
• Direct and manage, formally or informally, others involved in complex processes to ensure ultimate successful delivery of client outcomes.
• Make informed, transparent decisions and consider the broader/longer term implications for the benefit of client and business.
• Engage, direct and manage others in decision making processes, gaining agreement and managing collective work to successful conclusion.
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Davy's Risk Management Framework and internal Policies and Policy Standards; Take ownership for issues that impact clients, leading others where necessary and proactively seeking opportunities to lead business improvement.
• Identify issues, solve problems and enable breakthrough innovations, as well as incremental improvements to the business and our client service.

What will make you stand out?

You enjoy building long-term trusted relationships and are passionate about helping clients achieve better financial outcomes. You combine strong technical financial planning knowledge with the ability to communicate complex concepts in a simple and engaging manner. You are client focused and take pride in delivering advice with integrity, professionalism and care. With circa 4+ years' experience providing financial advice, including, some or all of the following: pensions, investment and protection, either within Ireland or outside of Ireland. Previous experience in a Mifid firm is desirable but not essential. You are organised and proactive, managing your time effectively while maintaining high standards of administration and compliance. You enjoy building relationships and working collaboratively with colleagues and referral partners. You are curious about economic and product developments and motivated to continue developing your technical knowledge, supported by structured training and ongoing professional development. You embrace technology and are comfortable using digital planning tools, CRM platforms and client portals to improve client outcomes. You adapt quickly to digital ways of working while ensuring all regulatory and compliance standards are met. You are naturally curious, commercially minded and committed to ongoing professional development.

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 seeking to transition into a client-facing advisory career.
• A (Adviser within a retail banking, life and pensions or protection business.
• A Wealth Management professional supporting advisers and seeking the next step into le