Intermediary Sales Support Associate

About us 

At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 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. 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 arisen within the support function of Davy Select for an Intermediary Support Senior Associate. In the role, the successful candidate will: 

• Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service;
• Manage the opening of new accounts and account queries;
• Liaise with internal teams within Davy Operations;
• Update broker and client pipelines and Management Information;
• Provide general administrative support to the Davy Select Account Managers;
• Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback;
• Develop a thorough working knowledge of pension and investments and the appropriate product knowledge;
• Train & mentor junior team members;
• Involvement in ad hoc projects & business development as required.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

About you

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

• A Business/Finance degree or equivalent;
• QFA qualification and willingness to sit the CFP;
• Experience and knowledge of settlements and operations;
• A proven record in reconciliation and control;
• Advanced knowledge of Word, Excel and Outlook;
• Good numeric skills;
• Customer service focused with a record of providing excellent customer service;
• Accuracy and attention to detail;