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Provide tailored, compliant financial advice and wealth management to private clients. Build and manage client relationships, identify and pursue new business, manage portfolios across pensions, savings and investments, collaborate with Bank of Ireland/Davy partners, ensure regulatory compliance, lead or direct colleagues through complex client solutions, and drive business improvement initiatives.

Provide broker-facing support including account openings, settlement and operations management, reconciliations and controls, MI updates, administrative support, process improvements, training junior staff, participating in projects, and ensuring compliance with risk and regulatory frameworks.

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.

This role serves as the contact point for intermediaries, providing support for pension products. Responsibilities include handling queries, processing applications, and ensuring compliance with regulations.

Provide operational and administrative support to Davy Select account managers and brokers: manage account openings and queries, liaise with internal teams, maintain pipelines and MI, perform reconciliations, improve processes, develop pension and investment product knowledge, and ensure compliance with risk and regulatory frameworks.

Support pensions client services by administering occupational schemes, PRSAs, ARFs and retirement products. Process maturities, transfers, death claims, PAOs, policy setups, Revenue submissions, and regulatory disclosures while ensuring compliance and assisting on reporting and ad-hoc projects.

Support delivery by translating business processes into technical requirements, document processes, run stakeholder workshops, embed quality and testing across the SDLC, support regulatory and control-aligned change, and assist the Head of Operations with documentation and reporting on a 12-month fixed-term contract.

Lead delivery of a major investment management technology and operating model project. Provide PMO governance, plan and track deliverables, manage risks, vendors, dependencies and benefits realisation, embed quality and testing across the SDLC, drive change adoption, and engage stakeholders to deliver projects on time, budget, scope and quality.

Lead QA activities across multiple initiatives in a financial services environment: define testing strategy, champion shift-left and automation, mentor QA staff, manage risks, track quality metrics, perform DB queries, and support AI-enabled and automation testing solutions.