Davy
Finance
FinancialPlanningManagerPensions
“Financial Planning Manager - Pensions at Davy. Skills: Pension planning, Financial planning, Retirement advice. Provide pension and financial planning advice. Develop innovative solutions for clients”
What You'll Achieve.
Drive positive outcomes for existing clients and new prospects; Deliver exceptional outcomes for our clients; Deliver excellent customer outcomes in a risk conscious manner
Industry & Context.
Controlled Function (CF), Fitness & Probity Standards, Eligibility to work in Ireland
What They're Looking For.
Must Have
Degree or Masters level qualification in a business related, Minimum 5 years’ experience in a pensions technical / retirement advice related, 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, Completion of a professional qualification in a related, QFA, Excellent attention to, Self-motivated, commercial and entrepreneurial in, organisational skills, including the ability to manage conflicting priorities and to manage large projects to a successful, An ability to work effectively as part of a team in a dynamic environment, and to manage key stakeholders across the business, A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
Nice to Have
Masters level qualification in a business related, Completion of a professional qualification in a related
What You'll Do.
Provide pension and financial planning advice
Develop innovative solutions for clients
Develop deep understanding of Davy pensions platform
Drive strategic and commercial initiatives
Contribute to thought leadership
Support business to deliver excellent outcomes
How You'll Work.
Team & Collaboration
Work with Financial Planning, Investment and Adviser teams; Work as part of a team; Manage key stakeholders across the business
Communication Scope
Communication skills; Presentation skills; Delivering retirement and pensions advice to clients in a clear and concise manner
Process & Methodology
Manage large projects to a successful
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