Davy Benefits Overview

Support implementation and enhancement of risk, control and governance reporting. Document methodologies, assess controls, improve processes and data quality, run stakeholder workshops, produce governance reports, and support programme delivery.

Support Associate Director/Director in managing and growing high-net-worth client relationships: implement relationship plans, identify cross-sell opportunities, execute engagement plans, review client categorisation and investment strategy alignment, manage MI, handle client queries, ensure regulatory and risk compliance, and represent Davy at industry events.

Support the development and enhancement of Davy’s digital advice platform by applying financial planning expertise, interpreting cash flow modelling outputs, validating assumptions and client outcomes, and contributing to testing and quality assurance. The role collaborates with advisers, project teams, product owners and technology teams, creates planning methodologies and guidance, improves adviser and client experiences, supports digital transformation initiatives, and ensures compliance with risk and regulatory frameworks.