Financial Inclusion & Support Associate

About us  

At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 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.  

Requirements

About the role 

An exciting opportunity has opened up for a Financial Planning Support Associate. This role promotes a culture of empathy, accountability, and fairness while ensuring compliance with regulatory obligations and industry best practices. In the role, the successful candidate will: 

• Support the Financial Inclusion & Support Lead in developing, implementing, and overseeing policies and procedures that ensure clients in vulnerable circumstances receive appropriate care and support.

Strategic & Policy Development

• Assist in designing and implementing procedures for identifying, assessing, and supporting vulnerable clients in line with Central Bank of Ireland (CBI) guidance and industry standards.
• Collaborate with Legal, Risk, and Compliance teams to ensure FIS policies are robust, integrated, and aligned with CPC, MiFID II, and relevant regulations.
• Support ongoing review of policies under the European Accessibility Act.

Operational Support

• Work with frontline and operational teams to ensure consistent and sensitive handling of client support journeys.
• Maintain escalation procedures for complex or high-risk client situations.
• Update and maintain FIS client database and forms, ensuring accuracy and GDPR compliance.
• Assist in filing and record-keeping of FIS-related communications.

Training & Awareness

• Contribute to the development of specialized training for staff on recognizing and managing vulnerable clients.
• Promote awareness and a culture of empathy and accountability across the organization.

Reporting & Governance

• Prepare meeting packs, data, and reports for senior management and boards on KPIs, trends, and risks.
• Support representation of Davy in BOI group-wide initiatives related to Financial Inclusion & Support.

Regulatory & Risk Management

• Assist in annual review of FIS Data Protection Impact Assessment.
• Research and monitor regulatory developments impacting FIS.

About you  

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

• Previous experience engaging directly with clients in vulnerable circumstances or in roles such as client advocacy, complaints handling, or relationship management.

Skills & Competencies

• Strong interpersonal and communication skills with the ability to handle sensitive situations with discretion.
• Knowledge of regulatory frameworks (CBI Consumer Protection Code, MiFID II, GDPR).
• Analytical and problem-solving skills for assessing client needs and risks.
• Ability to work collaboratively across teams and influence outcomes.
• High attention to detail and organizational skills for maintaining accurate records.

Attributes

• Empathy and professionalism in client interactions.
• Sound judgment and common sense in decision-making.
• Commitment to ethical standards and continuous improvement.

Benefits

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. 

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