Financial Planning Associate

About the role

An exciting opportunity has opened up in the Financial Planning team within our transformation project, working on the development of a digital advice platform. The successful candidate will work closely with Financial Planning Specialists, Product Owners, technology teams and Private Client Advisers to help shape how financial advice is delivered across our key client segments. Over time, they will build deep expertise in our advice platform and proposition, providing an excellent foundation for a career in financial planning or as a wealth management adviser.

In the role, the successful candidate will:

• Support the development and continuous enhancement of our digital advice platform.
• Apply core financial planning knowledge to support platform design and development required to deliver a high quality advice proposition.
• Use and interpret cash flow modelling outputs and tools to validate planning assumptions and client outcomes.
• Collaborate with Project teams, Advisers, financial planning team and technology teams to deliver digitally led planning solutions.
• Support testing, quality assurance and implementation of new platform functionality.
• Identify opportunities to improve adviser and client experiences through platform and process improvements and innovation.
• Assist in the creation of planning methodologies, templates, training materials and adviser guidance.
• Contribute to project workstreams and squad initiatives, taking ownership of tasks and deliverables.
• Support the creation of client and adviser-facing content.
• Ensure compliance with all relevant Risk and Compliance frameworks, policies and procedures.

This role combines financial planning expertise, project delivery and business innovation.

We are looking for a self-starter with strong initiative with an understanding of core financial planning concepts and an interest in technological developments.

Requirements

About you

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

• A degree or master's qualification.
• At least two years’ experience in financial planning, wealth management or financial services with a strong interest in financial planning and wealth management.
• A fundamental understanding of core financial planning concepts and cash flow modelling.
• Strong analytical, problem-solving and organisational skills. Excellent attention to detail.
• The ability to manage priorities and work independently.
• Strong communication and stakeholder engagement skills.
• A proactive, self-motivated approach with a willingness to take initiative.
• High proficiency in Microsoft Excel, Word, PowerPoint and Outlook.
• QFA qualification (or willingness to complete).
• CFP qualification (or willingness to complete).

Desirable

• Knowledge of pensions, investments and taxation.
• Experience working on business change, transformation or digital projects.

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.