Job Description

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.

About the role

An exciting opportunity has opened up in our Davy Select division of Davy. In the role, the successful candidate will:

• Executing trades received from various channels (Phone/Post/Email/Secure Comms) and ensuring adherence to Best Execution
• Ensuring clients are consistently provided with excellent dealing services
• Assist clients with Corporate Actions, Stock Set Ups and other queries
• Liaising with clients and intermediary brokers, dealing promptly and efficiently with queries
• Provide support to clients using our myDavy portal
• Participate in outstanding balance projects as required

• Being proactive in identifying existing and new execution only clients interested in and/or suitable for referral to other teams within the Davy Group;
• Participate in team projects as required
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
• Willing to work Late shift (1pm-9pm) occasionally

Requirements

About you

We are looking for somebody who has the following background and skills:

• Degree level in a Business related discipline;

• APA Savings and Investments qualification essential;
• A strong client focus to ensure effective service delivery;
• Demonstrable interest in investment;
• Proven team-working skills;
• Very strong communication and presentation skills; verbal and written;
• Excellent administration and IT skills, including a sound understanding of MS Office;
• An ability to prioritise high value-added tasks and meet tight deadlines;

Desirable:

• Masters level in a Business-related discipline;
• Full QFA Qualification

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

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF4. The role is also subject to the Minimum Competency Code. In compliance with the Fitness and Probity Standards, any offer of employment is conditional upon you demonstrating that you meet the Standards.”

Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.

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.