Dealer

4 months ago

Dublin, Ireland Davy Group Full time

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 queriesProvide support to clients using our myDavy portalParticipate in outstanding balance projects as requiredAssist 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

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