Financial Planning Manager - Pensions

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 in our Financial Planning Team within Davy Private Clients.

This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth individuals. The successful individual will work as part of a team of in-house financial planning experts, providing technical expertise and meeting support, working closely with our investment and Private Client Adviser teams. As part of a dynamic environment, the role will require an innovative and commercial skillset to drive positive outcomes for existing clients and new prospects.

In the role, the successful candidate will: 

• Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders.
• Work with the Financial Planning, Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension, tax, protection and investment disciplines.
• Develop a deep understanding of the Davy pensions platform together with the evolving pensions landscape and apply this knowledge in dealing with clients to drive new opportunities.
• Drive and contribute to key strategic and commercial initiatives across Davy Private Clients.
• Contribute to thought leadership to pro-actively deliver key messages to clients and increase awareness of Davy’s pension and financial planning proposition in the marketplace.
• Support the business to deliver excellent customer outcomes in a risk conscious manner.

About you  

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

• Degree or Masters level qualification in a business related discipline;
• Minimum 5 years’ experience in a pensions technical / retirement advice related role;
• Strong communication and presentation skills with significant experience delivering retirement and pensions advice to clients in a clear and concise manner.
• Comprehensive knowledge of the Irish pension and tax regulations and legislation;
• Completion of a professional qualification in a related discipline;
• QFA qualification;
• Excellent attention to detail;
• Self-motivated, commercial and entrepreneurial in nature;
• Strong organisational skills, including the ability to manage conflicting priorities and to manage large projects to a successful outcome;
• An ability to work effectively as part of a team in a dynamic environment, and to manage key stakeholders across the business and externally;
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint.

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.