Private Client Adviser

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.

About the role

• An exciting opportunity has arisen for a Private Client Adviser to join a newly established team in Davy.  In the role, the successful candidate will:
• Build strong, trusted relationships by understanding clients' goals, priorities and personal circumstances.
• Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs.
• Review the client list to ensure that relationships meet defined minimum targets;
• Identify prospects with significant revenue potential, proactively pursue leads,
• Regular pipeline activity / management;
• Skilled business developer, adept at identifying and developing new business opportunities to ensure effective opportunity streams for new clients, assets and revenues;
• Highly skilled in engaging and influencing others to create and grow effective partnerships, both internally and externally, to drive new business performance;
• Grow new and existing business across savings, pensions and investment solutions using Bank of Ireland's/Davy Wealth propositions and platforms.
• Work closely with Bank of Ireland branch and Davy colleagues and bank partners to build effective referral relationships, pursue leads and support new business opportunities.
• Skilled in directing and managing (formally or informally) others involved in complex processes to ensure ultimate successful delivery of client advice and service;
• Expert in making informed transparent decisions, considering the broader/longer term implications for the benefit of client and business. They must also be capable of engaging, directing and managing others in this decision making process and the execution of any solution, gaining consensus and agreement and managing collective work to successful conclusion;
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Davy’s Risk Management Framework and internal Policies and Policy Standards;
• Take ownership for issues that impact clients, leading others where necessary to resolve them and proactively seeking opportunities to lead in develop business improvement (e.g. segmentation initiatives and projects) with the objective of identifying issues, solving problems and enabling breakthrough innovations as well as incremental improvements to the business and our client service;

What will make you stand out?

• You are client focused and take pride in delivering advice with integrity, professionalism and care. With circa 5 years' experience providing financial advice, including, some or all of the following: pensions, investment, protection, either within Ireland or outside of Ireland. Previous experience in a Mifid firm is desirable but not essential.
• You are organised and proactive, managing your time effectively while maintaining high standards of administration and compliance. You enjoy building relationships and working collaboratively with colleagues and referral partners. You are curious about economic and product developments and motivated to continue developing your technical knowledge, supported by structured training and ongoing professional development.
• You are comfortable using digital tools, including our Financial Planning tool and Client Portal, to enhance the client experience. You embrace new technologies and systems, adapting quickly to digital ways of working while ensuring all regulatory and compliance standards are met.

About you

We are looking for somebody who has the following background and skills:

• Degree or Masters level qualification in a business, accounting, law, engineering or related discipline;
• QFA essential;
• Preference for successful candidate to either have the CFP or near completion of qualification;
• Membership of relevant professional networks;
• Additional relevant qualifications and level of expertise would be beneficial
• A strong client focus to ensure effective service delivery;
• A commitment to further education and continuous professional development;
• Significant portfolio management experience, directly managing client investments;
• Expert level knowledge of financial markets and investment;
• Excellent knowledge of the regulatory framework;
• A high level of initiative and determination with the ability to identify opportunities within the market;
• An exemplary team player capable of galvanising and leading a team from within as well as being highly self-motivated and independent self-starter who needs the minimum of supervision;
• Demonstrable ability to establish and develop excellent wealth management client relationships;
• The ability to manage risk and protect clients;
• Satisfactory fulfilment of minimum competency criteria as set out in the Minimum Competency Code.

What we offer

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. 

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4, CF10. Therefore there is a requirement to hold, or be willing to take one of the following exams: APA (Regulation & Investment) and since function relates to Pensions: APA (Pensions) or Registered Stockbroker or QFA. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

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