Financial Planning Manager - Pensions job opportunity at Davy Group.

Home Jobs In Ireland Tag: Job Financial Planning Manager - Pensions position at Davy Group


Date2026-02-13T20:44:01.668Z bot
Davy Group Financial Planning Manager - Pensions
Experience: Highly Experienced
Pattern: full-time
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degreeHigh School (S.S.C.E)
loacation Dublin, Ireland
loacation Dublin....Ireland

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.   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.

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