From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.
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.
Why work with us
There are lots of benefits to working at Davy. Our city centre location, free access to our onsite gym and fitness studio, impressive social calendar, clear CSR programme, performance related bonuses, and investment in your further education demonstrate the value we place in developing and rewarding our staff. But above all, we have a clearly defined purpose and culture which guide everything we do. We hope more than anything else that it is our diverse, welcoming and positive environment that makes Davy such a great team to be part of. Please note this role is full time based in Belfast.
We are looking for bright ambitious individuals to join our team, you may be a graduate, you may be experienced and looking for a new challenge or you might be looking for a role that is the starting point of a career within financial services. We would love to hear from you.
Responsibilities
1. Provide administration and client servicing support to the POD and Wealth Managers.
2. Assist in the scheduling of client annual reviews and the preparation of meeting packs, valuations and all other documentation required.
3. Quality evaluation of compliance documentation, drawing advisers’ attention to any issues or documentation needing updated as and when required.
4. Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings.
5. Liaising directly with back-office teams based in Dublin and third-party providers to ensure data amendments, payments and income for clients are scheduled and actioned per client’s request in a timely and efficient manner.
6. Direct customer call back and contact regarding the verification of client requests.
7. The ability to deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
8. The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition to Davy.
9. Maintain accurate client records across all DAVY systems and other provider systems.
10. Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures.
11. Adherence to the Firms regulatory obligations and compliance processes and procedures.
Benefits
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Davy Group is a member of the Bank of Ireland Group.
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