About this role
Private Client Adviser at Davy. Location: Dublin, /, Ireland. Role: building relationships, providing advice, managing portfolios Requirements: Degree-level qualification, QFA required, ~5 years advising on pensions/investments, strong client focus, portfolio management experience, regulatory knowledge, CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Financial Planning tool, Client Portal Certifications: qfa, cfp, registered stockbroker, apa (regulation & investment), apa (pensions) Commitment: Full Time Workplace: Hybrid Languages: English