Financial Planning Associate Director - Insurance and Protection Specialist

About us 

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 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.

F&P

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”. 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.