Financial Advisor/Wealth Manager

Private Client Advisor / Chartered Financial Planner/Wealth Manager

About us 

At Davy, it’s the 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.

At Davy, you are the difference.     

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.

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 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, (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.