Wealth Manager
Davy
Wealth Manager
Davy
Wealth management and financial planning services
Davy · London, United Kingdom (Hybrid) · Full-time · Posted 2026-11-11
Workplace: hybrid
Department: Davy Private Clients - London
About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.
At Davy, you are the difference.
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.
As our London office expands, the successful candidate will become a key member of Davy’s wealth management team, managing a book of high-net-worth private client relationships across London and the South East of England. The role befits a mature and experienced wealth manager looking for a new and rewarding challenge in an ambitious and leading wealth management organisation.
About the role
As an experienced, competent Wealth Manager you will be experienced in advising high-net-worth clients and professionally qualified to Chartered status. You will be responsible for providing holistic wealth advice across our suite of investment strategies and financial planning structures. Working alongside our Head of London office and Director of Business Development, you will be responsible for pursuing new business opportunities as part of our expansion programme. You will engage with existing and prospective clients; with an ongoing flow of new client leads generated both through our Director of Business Development and personally.
This is a very exciting time to join a business that is rapidly expanding with fantastic future career opportunities.
In the role, the successful candidate will:
About you
We are looking for somebody who has the following background and skills:
What we offer
At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
Health and Wellbeing
Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.
Reward and Recognition
We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
Growth and Development
Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.
Positive Workplace
Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.
Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
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.
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.
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Davy provides wealth and investment services in Ireland and the UK, offering financial planning and investment advice for high-net-worth individuals, SMEs, and institutional clients. It uses a team-based advisory approach to assess goals, craft tailored plans, and provide ongoing guidance through a network of professionals, backed by Bank of Ireland. The company differentiates itself with a long history (since 1926), strong client relationships, and a culture focused on client success, collaboration, and staff development, supported by its parent group for scale and stability. Its goal is to help clients achieve their financial objectives over time while growing its people and relationships.
Explore more opportunities at Davy