Financial Planning Associate Director - Insurance and Protection Specialist at Davy

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.  

 An opportunity has arisen within our Private Clients division for an Associate Director on our Financial Planning Team. The role will require detailed practical knowledge of insurance solutions in the Irish market place and the ability to identify and implement suitable insurance cover aligned with private clients’ needs. The role requires strong collaboration with our existing team of Financial Planning Specialists and Private Client Advisers within our key client segments – Business Owners and Individual Family & Wealth.

In the role, the successful candidate will:

• Liaise with Private Client Advisers to help identify suitable clients with insurance and protection needs, with a particular focus on the needs of business owner clients and clients that are engaged in succession planning.
• Review detailed client financial plans prepared by members of the Financial Planning team to ensure high quality insurance and protection advice and to identify insurance needs within.
• Conduct market reviews of most suitable insurance policies in the market to meet individual client needs. Recommend and implement policies, closely maintaining relationships with relevant life companies in the market and in larger or more complex cases, liaise directly with the underwriters in order to help secure the best possible terms for our clients.
• Be the protection advocate within Davy Private Clients to ensure protection is high on the agenda from a commercial and client perspective.
• Promote and raise awareness of insurance and protection solutions with Private Client Advisers and their clients through training and educational events.
• Implement insurance and protection actions identified during the planning process;
• Contribute to reviews of financial plans and processes to meet the changing insurance and protection needs of our clients;
• Contribute to the continuous improvement of our processes and solutions;
• Assist with the production of relevant client material;
• Contribution to content creation and raising awareness of the Davy proposition in the wider marketplace.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

About you

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

• Degree or Masters level qualification;
• Knowledge of or previous experience with implementing insurance products available in the Irish market is essential;
• QFA qualification;
• APA, CIP, MIP or CFP (or willingness to complete) desirable;
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
• Exceptional interpersonal skills, listening and communication skills with a high level of empathy.
• A flexible, positive attitude towards work;
• Excellent attention to detail;
• An ability to work effectively as part of a growing & energetic team;
• An ability to prioritise and manage own workload

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 

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”, namely CF3, CF4. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the QFA exams. 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 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.