Head of Financial Planning Creation
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 Private Clients Division for a Head of our Financial Planning Creation team. This role falls within the wider Financial Planning team. The role will primarily involve managing a team of financial planners, collaborating with the Tax and Pension Specialists and Private Client Advisers to service our clients. We produce bespoke goals-based financial plans catered specifically towards our client’s needs, be they Business Owners or Individuals/Families need planning expertise. This will primarily be a people management role but will also have client facing aspects.
In the role, the successful candidate will:
- Manage a high performing team of financial planners (c.12-14 people) with mixed experience levels in line with our People focus strategy;
- Design, implement and monitor a comprehensive training strategy for existing team members and new joiners covering initial onboarding, probation reviews, ongoing development and meeting regulatory supervision duties;
- Manage and implement individual objectives and career progression paths for existing team members to ensure highly motivated team;
- Involvement in recruitment of new team members as and when required;
- Manage the financial planning log in coordination with senior members of the team to ensure workload is assigned in accordance with appropriate prioritisations;
- Engage and manage key stakeholders within wider team and the adviser segments to ensure alignment of approach to deliver goals based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines;
- Involvement in the roll out of new financial planning software to enhance the digital experience of our clients;
- Review & sign off on work to ensure it meets quality standards, including plan reviews;
- Engage with clients both personally and digitally in the end-to-end process from factfinding to presenting financial plans;
- Continue to review and innovate our approach to ensure our financial plans meet the evolving needs of the adviser segments and associated client cohorts;
- Contribute to the continuous improvement of our processes and solutions;
- Assist with the production of other client material;
- Project work as required;
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
About you
We are looking for somebody has the following background and skills:
- Degree or Masters level qualification;
- QFA qualification
- CFP qualification (or willingness to complete)
- Knowledge and experience of wealth management disciplines & previous experience within pension, tax and/or investment environment desirable;
- Minimum 5 years of proven people management experience including accountability for ongoing development and training as well as involvement in recruitment;
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
- Proven stakeholder management to ensure alignment of approach to achieve common client and business goals;
- An ability to prioritise and manage own workload and that of others
- Excellent attention to detail;
- Exceptional interpersonal skills, listening and communication skill with a high level of empathy.
- A flexible, positive attitude towards work;
- An ability to work effectively as a manager of a growing & energetic team;
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.