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Dealer (Associate)
2 months ago
From 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 role
An exciting opportunity has arisen for the position of Dealer in the Davy Select division of Davy. The Davy Select online investment platform enables investors to hold many different types of pension and personal investments in one place. Davy Select offers online and telephone execution only services for direct clients and for clients of intermediary firms. Davy Select aims to help clients meet their financial objectives by providing a large choice of competitively priced investments supported by excellent service. In the role, the successful candidate will:
- Execute trades received from various channels (Phone/Post/Email/Secure Comms) and ensuring adherence to Best Execution
- Ensure clients are consistently provided with excellent dealing services
- Assist clients with Corporate Actions, Stock Set Ups and other queries
- Liaise with clients and intermediary brokers, dealing promptly and efficiently with queries
- Provide support to clients using our myDavy portal
- Participate in outstanding balance projects as required
- Assist in the organisation and running of client events;
- Be proactive in identifying existing and new execution only clients interested in and/or suitable for referral to other teams within the Davy Group;
- Participate in team projects as required
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
- Willing to work Late shift (1pm-9pm) occasionally
Requirements
About you
We are looking for somebody who has the following background and skills:
- Degree level in a Business related discipline;
- APA Savings and Investments qualification essential;
- A strong client focus to ensure effective service delivery;
- Demonstrable interest in investment;
- Proven team-working skills;
- Very strong communication and presentation skills; verbal and written;
- Excellent administration and IT skills, including a sound understanding of MS Office;
- An ability to prioritise high value-added tasks and meet tight deadlines;
Desirable:
- Masters level in a Business-related discipline;
- Full QFA Qualification
What we offer
We 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 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.
The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF4. 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.”
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.
