Affluent Private Client Adviser

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 exciting opportunity has arisen for an Adviser to join Davy's newly established Affluent business, supporting clients with increasingly complex financial needs who require ongoing financial planning and advice to build, protect, and transfer wealth. 

This is a unique opportunity to help build a next-generation wealth proposition that combines personalised financial advice with market-leading digital tools and client experiences. Working with a diverse portfolio of affluent clients, you will help individuals, families and corporates work through bespoke financial planning led investment, protection and pension journeys. 

Unlike traditional private client advisory roles, this position operates within a technology-enabled advice model, allowing advisers to focus more of their time on client engagement, financial planning and business development. Advisers will utilise advanced digital financial planning and client engagement tools to deliver high-quality advice at scale while playing an active role in shaping the future evolution of the proposition. 

The successful candidate will: 

• Build trusted relationships with affluent clients, understanding their financial objectives, personal circumstances and long-term goals. 

• Convert referral opportunities into new business through effective advice conversations and relationship management. 

• Deliver holistic financial advice across investments, pensions, retirement and protection solutions. 

• Develop and present financial plans using Davy's digital financial planning platform and client engagement tools. 

• Eventually manage a portfolio of approximately 300 clients, ensuring clients receive an appropriate level of proactive service and advice.