Financial Advisor/Wealth Manager

Private Client Advisor / Chartered Financial Planner/Wealth Manager

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.

The successful candidate will be a key member of Davy’s Belfast-based wealth management team managing a book of high net-worth private client relationships across Northern Ireland.  It befits a mature and experienced Financial Advisor/Wealth Manager looking for a new and rewarding challenge in an ambitious and leading wealth management organisation.

Location:

Belfast

Reporting to:

Commercial Director