Private Client Advisor - 07/25

Private Client Advisor / Chartered Financial Planner

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

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.

We value our employees as much as our clients and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

The successful candidate will be a key member of Davy’s Belfast-based wealth management team managing a book of high net-worth private client relationships across Northern Ireland. It befits a mature and experienced financial advisor looking for a new and rewarding challenge in an ambitious and leading wealth management organisation.

As an experienced, competent advisor you will be qualified to Chartered Status. You will be responsible for providing holistic Wealth advice to our existing client bank as well as developing new business opportunities.

This is a very exciting time to join a business that is rapidly expanding with fantastic future career opportunities.

Key responsibilities of this position will include:

• Managing long-term client relationships;
• Strong demonstrable experience in advising on pensions & retirement planning
• Developing financial plans for existing or prospective clients, providing them with the appropriate financial advice and financial products & investments to meet their needs;
• Develop and implement tailored financial strategies including retirement planning, tax optimisation, and estate planning;
• Stay current with pension legislation and regulatory changes to ensure clients receive accurate and compliant advice;
• Proven experience in generating new business opportunities.
• Pursuing leads and co-ordinating sales effort with Davy’s colleagues;
• Develop junior members of the team to ensure the team deliver high standards of professionalism and technical competence.

Key Requirements:

• Relevant Professional Services qualification, or Degree or Masters level in a related area;
• A demonstrable track record of delivering results;
• Excellent verbal and written communication skills;
• Strong influencing; commercial negotiation and presentation skills;
• A proven team player, with a ‘hands-on’ approach to achieving positive outcomes;
• Ability to deal effectively with conflicting requirements, and adapt and respond at short notice;
• A dynamic individual capable of self-motivated, innovative development;
• At least 5 years’ experience in wealth management, in a client facing advice role;
• Excellent administration and IT skills, including a strong understanding of MS Office, Excel and PowerPoint;
• Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards;
• A high level of initiative and enthusiasm with the ability to identify opportunities within the market.

By joining Davy, you will be part of a supportive and collaborative work environment. We actively promote health and well-being by offering excellent benefits and an on-site gym and subsidised fitness classes in Belfast for all employees. In addition we have on site Mental Health First Aiders, our people our are biggest asset and we will look after you. Our state of the art offices are centrally located in Donegall Square and within walking distance to all transport links. At Davy you will enjoy a very challenging and rewarding career. We offer a hybrid working model and welcome the opportunity to split your working week once you are fully competent in the role.

Equal Opportunities

Davy wishes to ensure equal opportunity is given to all job applicants. This company will not discriminate on the grounds of race, gender (including gender reassignment status), sexual orientation, religious belief, political opinion, marital status, age or disability..

Davy Group is a member of the Bank of Ireland Group.

#J-18808-Ljbffr