Davy

Financial Planning and Analysis

• **About the role **
• An opportunity has arisen within our Private Clients division for a Financial Planning Associate on our Financial Planning Team. The role will collaborate with the Financial Planning Specialists and Private Client Advisers within our key client segments – Business owners and Individual & Family Wealth - to produce bespoke goals-based financial plans catered specifically towards our client’s needs. Once an initial training period is completed, this role will provide exposure to client meetings while also developing technical expertise in financial planning. This role will provide a great insight into the wealth management industry with a focus on career progression.
• In the role, the successful candidate will:
• - Create goals based financial plans and investment solutions for clients, incorporating pension, tax, protection and investment disciplines to solve the client’s financial needs;
• - Liaise with technical specialists within the team and Private Client Adviser’s in preparing and delivering financial plans, applying knowledge and skills you will acquire;
• - Use internal cashflow modelling tools;
• - Engage with clients both personally and digitally in the end-to-end process from factfinding to presenting financial plans;
• - Continue to build upon segment specific solutions;
• - Assist in the implementation of actions identified during the planning process;
• - Produce regular reviews of financial plans to meet the changing needs of our clients;
• - Contribute to the continuous improvement of our processes and solutions;
• - Assist with the production of other client material;
• - Project work as required;
• - Contribution to content creation;
• - Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Financial Planning Associate

Analyst

• Prepare, process, and oversee fund allocation changes and trade execution in line with investment policies.
• Collaborate with senior team members to monitor and report on fund and portfolio performance and risk, benchmarked against internal and external standards.
• Analyze performance drivers and communicate findings effectively to stakeholders, including client advisors.
• Provide ad hoc investment analysis to inform the Investment Committee’s evaluations and decisions on current and prospective products.
• Manage relationships with external stakeholders and service providers, including fund boards, ensuring seamless communication and alignment.
• Serve as the primary point of contact between the team and Client Advisers on all investment-related queries.
• Partner with the Investment Strategy and Investment Selection teams to ensure portfolios meet their investment objectives.
• Compile documentation and prepare detailed reports for internal and external audiences, including fund boards.
• Enhance operational efficiency by reviewing and updating procedures, developing key controls and metrics, and cross-training with analysts as needed.
• Perform a variety of administrative tasks with accuracy and timeliness, ensuring high standards of operational execution.
• Work closely with IT to identify and implement process improvements through technology and automation.

Fund Analyst

Network Engineer

• Develop and execute long-term network roadmaps aligned with business goals, including digital transformation and cloud migration
• Oversee the lifecycle of LAN, WAN, wireless, and data centre infrastructures
• Implement zero-trust security frameworks, manage firewalls/VPNs, and ensure adherence to standards like NIST or ISO 27001
• Manage 3rd party relationships with partners and vendors
• Design and test comprehensive business continuity and disaster recovery plans ensuring documentation is up to date
• Utilize monitoring tools for proactive anomaly detection, predictive maintenance, and capacity planning
• Ensure all network systems are functioning & communicating properly
• Daily network administration duties
• Support, configure, maintain the corporate work
• Configure & support 3rd party applications and network connections
• Ensure network security standards (CIS), policies & regulation are properly implemented within the network environment
• Monitor network performance (availability, utilization, throughput and latency)

Financial Planning Associate

Fund Analyst

Senior Network Engineer