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.
Requirements
- Degree or Masters level qualification in a business related discipline
- Minimum 5 years’ experience in a pensions technical / retirement advice related role
- QFA qualification
- Comprehensive knowledge of the Irish pension and tax regulations and legislation
- 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
Benefits
- Health and wellbeing support
- Flexible working options
- Flexible benefits allowance
- Learning and development opportunities
- Assisted retirement planning
To apply for this job please visit jobs.workable.com.
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