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2023 Graduate Programme

1 month ago


Belfast, United Kingdom Davy Full time

Established in 2007, Davy Private Clients UK is a leading provider of wealth management services with offices in London and Belfast. We are part of the Davy Group, Ireland’s largest wealth management firm, with over £12bn of assets under management.

**The Programme**

As part of the continued expansion of our UK business, we are looking for ambitious and highly motivated individuals to join our team as a Wealth Management Associate. This opportunity is for an individual looking to begin their professional career (likely a graduate but does not preclude those with subsequent work experience), where we will provide a tried-and-tested framework to give you all the tools to rapidly progress your knowledge and ability over a three year period.

The role will receive on the job training and guidance from all levels in the wealth management team structure. The role will:

- Initially be focused on basic **administrative duties** - such as preparing paperwork and portfolio performance reports for client meetings and liaising with investment providers.
- progressing **technical knowledge** - understanding the theory and practice behind Investment Portfolios, the advantages and disadvantages of the various investment vehicles and building a firm understanding of tax efficient planning.
- building **relationship skills** - building internal relationships and personal profile, assisting advisers by attending client meetings and providing support with preparation and follow up.

**Requirements**:
To be successful in this role, we believe the following attributes are essential:

- Achieved or be on course for a 2:1 honours degree likely in a finance, accounting or business related degree, but other disciplines will be considered
- A keen interest in investments and finance
- Ambition to learn, with commitment and motivation to study for professional qualifications
- Display strong work ethic, curiosity, and motivation
- Excellent verbal and written communications skills
- Strong general administration skills and solid proficiency in MS Office
- Excellent organisational skills with the ability to adapt to change
- Ability to build relationships & work effectively as part of a team
- Excellent attention to detail

**What you will gain**

We will invest in helping you to develop the skills and capabilities that our next generation of professionals will need for the future, and we will provide an environment where you will be supported to fulfil your potential. Guidance and mentoring will be provided on an ongoing basis, with permanent positions considered before the end of the programme.

**Application**

**Equal opportunities**

Davy is an equal opportunities employer. As a company we do not discriminate on the grounds of race, gender (including gender reassignment status), sexual orientation, religious belief, political opinion, marital status, age or disability

**Benefits**

We offer a competitive salary, performance related bonus and generous benefits package. Our Belfast office is located in the City centre and whilst the role is primarily office based some flexible working will be possible.
- 21 days holidays plus bank holidays (additional day added every 2 years’ service up to max of 30 days)
- Flex benefits allowance
- Business support and paid study leave in achieving professional qualifications
- Benefits package including contributory pension, life assurance and annual performance related discretionary bonus
- In house gym
- Active sports and social activities & wellbeing program


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