Financial Planning Manager (Tax)
The Davy Group is Ireland’s leading provider of wealth management, asset 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 into further education demonstrate the value we place in developing and rewarding our staff.
Davy. Making a difference that matters
An exciting opportunity has arisen for a Financial Planning Manager (Tax) to join the Financial Planning Team within Private Clients.
This position will incorporate the provision of tax and planning advice to high-net-worth individuals and companies. 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, providing technical expertise and meeting support, working closely with our team of advisers. As part of a dynamic team, the role will require an innovative and strong project management skillset to drive positive outcomes for existing clients and new prospects.
Key responsibilities of this position will include:
Requirements
The position set out above is defined in the Fitness amp; Probity Standards issued by the Central Bank of Ireland (Fitness amp; Probity Standards) as a Controlled Function (CF), namely CF3, CF4 amp; CF7. The role is also subject to the Minimum Competency Code. In compliance with the Fitness and Probity Standards, any offer of employment is conditional upon you demonstrating that you meet the Standards.
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.