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- Tasks: Manage high-net-worth client relationships and provide tailored financial advice.
- Company: Davy is a leading wealth management firm in Ireland with nearly 100 years of experience.
- Benefits: Enjoy hybrid working, on-site gym, subsidised fitness classes, and mental health support.
- Other info: Centrally located offices in Belfast with a collaborative work culture.
- Why this job: Join a rapidly expanding team focused on client success and personal growth.
- Qualifications: Chartered status and at least 5 years in wealth management required.
The predicted salary is between 43200 - 72000 £ per year.
Private Client Advisor / Chartered Financial Planner/Wealth Manager
About us
At Davy,it’sthe 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.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland,providinga 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.
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/Wealth Manager looking for a new and rewarding challenge in an ambitious and leading wealth management organisation.
Location
Belfast
Reporting to
Commercial Director
As an experienced, competent Financial 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
- 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, (Dip CII or CISI) and meet current Statement of Professional Standing requirements – essential
- Previous experience providing holistic financial advice on a wide range of products and services.
- Have previously worked as a Wealth Adviser, IFA, or Financial Planner in a similar role
- 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.
What we offer you
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.
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.
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Private Client Advisor - 07/25 employer: Davy Group
Contact Detail:
Davy Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor - 07/25
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working at Davy or similar firms. Attend industry events and seminars to make connections and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management, particularly around pensions and retirement planning. Being well-versed in current legislation will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in generating new business opportunities. Have specific examples ready that showcase your ability to build and maintain client relationships, as this is crucial for the role.
✨Tip Number 4
Showcase your team player mentality by highlighting experiences where you have collaborated with others to achieve common goals. Davy values a supportive work environment, so demonstrating your ability to work well within a team will be beneficial.
We think you need these skills to ace Private Client Advisor - 07/25
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client advisory roles. Emphasise your Chartered Status and any specific achievements that demonstrate your ability to manage high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and client success. Mention how your values align with Davy's core principles and provide examples of how you've successfully developed client relationships in the past.
Showcase Your Skills: Highlight your strong communication, negotiation, and presentation skills in both your CV and cover letter. Provide specific examples of how you've influenced outcomes or generated new business opportunities in previous roles.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Davy Group
✨Understand the Company Culture
Before your interview, take some time to research Davy's values and culture. They emphasise client success, teamwork, and building a legacy. Be prepared to discuss how your personal values align with theirs and provide examples of how you've demonstrated these in your previous roles.
✨Showcase Your Experience
As a Private Client Advisor, you'll need to demonstrate your experience in wealth management and client relationship management. Prepare specific examples of how you've successfully managed high-net-worth clients, developed financial strategies, and generated new business opportunities.
✨Prepare for Technical Questions
Expect questions related to pensions, retirement planning, and regulatory changes. Brush up on current legislation and be ready to discuss how you ensure compliance while providing advice. This will show your expertise and commitment to delivering accurate information to clients.
✨Demonstrate Team Collaboration
Davy values teamwork and collaboration. Be ready to share examples of how you've worked effectively within a team, mentored junior members, or contributed to a positive team environment. Highlighting your ability to work well with others will resonate with their hiring managers.