Financial Planning Tax Associate

About us

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 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.

Requirements:
About the role

An exciting opportunity has arisen for a Private Client Tax Associate to join the Financial Planning Team within Private Clients.

The position would suit someone who has just completed their AITI qualification or is partly qualified and is looking to complete it.

The successful individual will have an interest in developing a career in private client wealth management using their technical specialist expertise. The person will work as part of a team of in-house financial planning experts (financial planners, pension specialists, tax specialists and protection specialists) with the client’s dedicated investment adviser to drive positive outcomes for existing clients and new prospects. This position will require the individual to use their technical expertise to highlight the tax considerations for high-net-worth individuals and families as part of the financial planning process. The successful candidate will be interested in business development and identifying ways in which the Davy wealth management offering can be refined.

In the role, the successful candidate will:

• Create goals based financial plans (with a particular focus on the client’s taxation and structuring concerns), incorporating pension, tax and protection 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 your built up knowledge and skills you will further 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 including working with our clients’ external tax and legal advisors to ensure the client’s financial planning objectives are met;
• Produce regular reviews of financial plans to meet the changing needs of our clients;
• 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.

About you

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

• An interest in developing a career in private client wealth management
• Degree or Masters level qualification
• At least 2 years’ experience in a client facing technical role
• Comprehensive knowledge of Irish tax. Some understanding of pensions and investments is desirable.

• Member of the Irish Institute of Tax (Chartered Tax Advisor) or partly qualified and looking to qualify.
• QFA qualification (or willingness to complete)
• Willingness to complete a further professional qualification is encourage (e.g. Trust and Estate Practitioner, Qualified Solicitor, Qualified Accountant, Certified Financial Planner (CFP))
• Strong communication and presentation skills, in both a written and verbal context
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
• Excellent attention to detail
• Self-motivated and entrepreneurial in nature with strong planning and organisational skills, including the ability to manage large projects to a successful outcome
• An ability to work effectively as part of a team, and to manage key stakeholders across the business with the ability to develop key relationships.

Benefits:
What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

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.

Reward and Recognition

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.

Growth and Development

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 culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

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.

Values and Culture

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

Important Information

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.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.