Financial Planning Manager – Pensions

Davy

Financial Planning Manager providing pension and financial planning advice to high-net-worth individuals at Davy Group. Collaborating with investment and advisory teams in a dynamic environment.

Posted 5/20/2026full-timeDublin • 🇮🇪 IrelandMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

An exciting opportunity has opened up in our Financial Planning Team within Davy Private Clients.
This position will incorporate the provision of pension and financial planning advice and retirement solutions to high-net-worth individuals.
The successful individual will work as part of a team of in-house financial planning experts, providing technical expertise and meeting support, working closely with our investment and Private Client Adviser teams.
As part of a dynamic environment, the role will require an innovative and commercial skillset to drive positive outcomes for existing clients and new prospects.
Have a comprehensive understanding of the Irish pension and wealth management market and apply this knowledge in dealing with internal and external stakeholders.
Work with the Financial Planning, Investment and Adviser teams to develop innovative solutions for high-net-worth individuals incorporating knowledge of pension, tax, protection and investment disciplines.
Develop a deep understanding of the Davy pensions platform together with the evolving pensions landscape and apply this knowledge in dealing with clients to drive new opportunities.
Drive and contribute to key strategic and commercial initiatives across Davy Private Clients.
Contribute to thought leadership to pro-actively deliver key messages to clients and increase awareness of Davy’s pension and financial planning proposition in the marketplace.
Support the business to deliver excellent customer outcomes in a risk conscious manner.

Requirements

What you’ll need

Degree or Masters level qualification in a business related discipline;
Minimum 5 years’ experience in a pensions technical / retirement advice related role;
Strong communication and presentation skills with significant experience delivering retirement and pensions advice to clients in a clear and concise manner.
Comprehensive knowledge of the Irish pension and tax regulations and legislation;
Completion of a professional qualification in a related discipline;
QFA qualification;
Excellent attention to detail;
Self-motivated, commercial and entrepreneurial in nature;
Strong organisational skills, including the ability to manage conflicting priorities and to manage large projects to a successful outcome;
An ability to work effectively as part of a team in a dynamic environment, and to manage key stakeholders across the business and externally;
A high level of proficiency in MS Word, Excel, Outlook and PowerPoint.

Benefits

Comp & perks

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.
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
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.

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Hard Skills & Tools

pensions advicefinancial planningretirement solutionstax regulationswealth managementpension legislationproject managementcustomer outcomesrisk managementinnovative solutions

Soft Skills

communication skillspresentation skillsattention to detailself-motivatedcommercial mindsetentrepreneurial spiritorganizational skillsteam collaborationstakeholder managementdynamic environment adaptability

Certifications

Degree in businessMasters in businessQFA qualificationprofessional qualification in related discipline