Private Client Adviser: Wealth Planning & Growth (Hybrid)

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

Benefits offered by this job

Health insurance

Hybrid working options

Learning & development opportunities

Job summary

Davy is seeking a Private Client Adviser in Ireland to support clients with complex financial planning and investment needs. You will guide individuals, families, and corporates through bespoke wealth journeys, from planning to implementation.

Ideal candidates have extensive financial advice experience, strong regulatory knowledge, and the ability to communicate complex concepts clearly. A hybrid work model and structured development opportunities are offered.

Qualifications

• Degree in business, accounting, law, or related field.
• QFA qualification essential.
• CFP qualification preferred or commitment to CFP status.
• Additional relevant qualifications (CFA/ACCA) beneficial.

Responsibilities

• Build trusted client relationships and understand financial objectives.
• Convert referrals into new business through effective conversations.
• Deliver holistic financial advice across investments, pensions, retirement, and protection.
• Develop tailored financial plans using Davy’s tools and platforms.
• Maintain a strong pipeline through referrals and proactive outreach.

Skills

Client relationships

Financial planning

Regulatory compliance

Communication

New business development

Education

Degree in business/finance

QFA

CFP (preferred)

CFA/ACCA (nice-to-have)

Tools

CRM platforms

Digital planning tools

Job description

Davy is seeking a Private Client Adviser in Ireland to support clients with complex financial planning and investment needs. You will guide individuals, families, and corporates through bespoke wealth journeys, from planning to implementation.

Ideal candidates have extensive financial advice experience, strong regulatory knowledge, and the ability to communicate complex concepts clearly. A hybrid work model and structured development opportunities are offered.