Private Wealth Advisor - Holistic Planning & Investments

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

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