Intermediary Support Senior Associate

Davy

  • Dublin
  • Permanent
  • Full-time
  • 27 days ago
Job Description:About usFrom day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.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.About the roleAn exciting opportunity has arisen within the support function of Davy Select for an Intermediary Support Senior Associate. In the role, the successful candidate will:
  • Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service;
  • Manage the opening of new accounts and account queries;
  • Liaise with internal teams within Davy Operations;
  • Update broker and client pipelines and Management Information;
  • Provide general administrative support to the Davy Select Account Managers;
  • Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback;
  • Develop a thorough working knowledge of pension and investments and the appropriate product knowledge;
  • Train & mentor junior team members;
  • Involvement in ad hoc projects & business development as required.
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements:About youWe are looking for somebody who has the following background and skills:
  • A Business/Finance degree or equivalent;
  • QFA qualification and willingness to sit the CFP;
  • Experience and knowledge of settlements and operations;
  • A proven record in reconciliation and control;
  • Advanced knowledge of Word, Excel and Outlook;
  • Good numeric skills;
  • Customer service focused with a record of providing excellent customer service;
  • Accuracy and attention to detail;
  • Excellent organisational skills;
  • Ability to prioritise and work to deadlines;
  • A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm;
  • Strong attention to detail.
What we offerWe offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.Important InformationDavy 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.

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