Financial Inclusion & Support Associate job opportunity at Davy Group.

Home Jobs In Ireland Tag: Job Financial Inclusion & Support Associate position at Davy Group


Date2026-01-16T23:33:17.245Z bot
Davy Group Financial Inclusion & Support Associate
Experience: Highly Experienced
Pattern: full-time
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degreeAssociate
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 for a Financial Inclusion & Support Associate. This role promotes a culture of empathy, accountability, and fairness while ensuring compliance with regulatory obligations and industry best practices. In the role, the successful candidate will:  Support the Financial Inclusion & Support Lead in developing, implementing, and overseeing policies and procedures that ensure clients in vulnerable circumstances receive appropriate care and support. Strategic & Policy Development Assist in designing and implementing procedures for identifying, assessing, and supporting clients in vulnerable circumstances in line with Central Bank of Ireland (CBI) guidance and industry standards. Collaborate with Legal, Risk, and Compliance teams to ensure FIS policies are robust, integrated, and aligned with CPC, MiFID II, and relevant regulations. Support ongoing review of policies under the European Accessibility Act. Operational Support Work with frontline and operational teams to ensure consistent and sensitive handling of client support journeys. Maintain escalation procedures for complex or high-risk client situations. Update and maintain FIS client database and forms, ensuring accuracy and GDPR compliance. Assist in filing and record-keeping of FIS-related communications. Training & Awareness Contribute to the development of specialized training for staff on recognizing and managing clients in vulnerable circumstances. Promote awareness and a culture of empathy and accountability across the organization. Reporting & Governance Prepare meeting packs, data, and reports for senior management and boards on KPIs, trends, and risks. Support representation of Davy in BOI group-wide initiatives related to Financial Inclusion & Support. Regulatory & Risk Management Assist in annual review of FIS Data Protection Impact Assessment. Research and monitor regulatory developments impacting FIS. About you   We are looking for somebody who has the following background and skills:  Previous experience engaging directly with clients in vulnerable circumstances or in roles such as client advocacy, complaints handling, or relationship management. Skills & Competencies Strong interpersonal and communication skills with the ability to handle sensitive situations with discretion. Knowledge of regulatory frameworks (CBI Consumer Protection Code, MiFID II, GDPR). Analytical and problem-solving skills for assessing client needs and risks. Ability to work collaboratively across teams and influence outcomes. High attention to detail and organizational skills for maintaining accurate records. Attributes Empathy and professionalism in client interactions. Sound judgment and common sense in decision-making. Commitment to ethical standards and continuous improvement.  

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