Davy

Head of Financial Planning

Davy

full-time

Posted on:

Location Type: Hybrid

Location: Dublin • Ireland

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Job Level

Lead

About the role

  • Manage a high performing team of financial planners.
  • Collaborate with the Tax and Pension Specialists and Private Client Advisers.
  • Design, implement and monitor a comprehensive training strategy for team members.
  • Review & sign off on work to ensure it meets quality standards.
  • Continue to review and innovate our approach to ensure financial plans meet evolving needs.
  • Contribute to the continuous improvement of processes and solutions.

Requirements

  • Experience in managing a team of financial planners (c.12-14 people) with mixed experience levels.
  • Design, implement and monitor a comprehensive training strategy for existing team members and new joiners.
  • Manage and implement individual objectives and career progression paths for existing team members.
  • Involvement in recruitment of new team members as and when required.
  • Manage the financial planning log in coordination with senior members of the team.
  • Engage and manage key stakeholders within wider team to ensure alignment of approach.
  • Experience in the roll out of new financial planning software to enhance digital experience.
  • Engage with clients both personally and digitally in the end-to-end process.
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Benefits
  • 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.
  • 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.
  • 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 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.
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningtraining strategyrecruitmentstakeholder managementrisk compliancefinancial planning software
Soft Skills
team managementcollaborationinnovationprocess improvementclient engagement