Davy

Financial Planning and Analysis

• 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 for our private clients within our key client segments – Business owners, Professionals & Executives and Lifestyle Solutions to produce bespoke goals-based financial plans catered specifically towards our client’s needs. Once an initial training period is completed, this will be a client facing role and 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 and investment disciplines solving the clients 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.