Intermediary Support, Senior Associate
Davy, Ireland
Job Description
The Davy Group is Ireland’s leading provider of wealth management, capital markets and financial advisory services. You can read more about our growing company here: www.davy.ie
We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.
Our city centre location, free access to our onsite gym and fitness studio, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.
Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.
Davy Select is the market leading Investment and Pension Platform, providing a range of platform technology and investment solutions to the broker market.
An exciting opportunity has arisen within the support function of this area for an Intermediary Support Senior Associate. In this role you will support the Manager of the Intermediary Support team from an operational perspective and act as deputy in the absence of the manager.
Key Responsibilities
- Ensuring Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service;
- Managing the opening of new accounts and account queries;
- Liaising with internal teams within Davy Operations;
- Updating broker and client pipelines and Management Information;
- The provision of general administrative support to the Davy Select Account Managers;
- Actively seeking to add value to processes by introducing improvements based upon Broker amp; Client feedback;
- Developing a thorough working knowledge of pension and investments and the appropriate product knowledge;
- Training amp; mentoring of team members;
- Involvement in ad hoc projects amp; business development. Will take the lead on these and report back to Associate Director;
- Ensures that updates to processes and procedures are documented
- Deals with escalations from Account Managers amp; Team Members
- Co-ordinates with the Complaints Team so that complaints can be resolved to the satisfaction of all parties.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements
- A Business/Finance degree or equivalent;
- QFA qualification essential;
- Willingness to complete CFP;
- Experience and knowledge of settlements and operations;
- A proven record in reconciliation and control;
- Experience of dealing with financial advisers
- Excellent knowledge of Pension Products, especially Fund only Accounts and Fund only trusts.
- Customer service focused with a record of providing excellent customer service;
- Accuracy and attention to detail;
- Excellent organisational skills and ability to co-ordinate the work of others;
- Ability to prioritise and work to deadlines;
- A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm;
- Advanced knowledge of Word, Excel and Outlook.
Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.
Davy Group is a member of the Bank of Ireland Group.