Claire Lenihan

Highly motivated and detail-oriented financial professional with almost four years' experience in investment dealing, wealth management, and financial planning. A fully Qualified Financial Advisor (QFA) with a First-Class Honours degree in Accounting and Business Management, I combine strong analytical, organisational, and communication skills with a client-focused approach.

Experience across Davy Stockbrokers, Unio Wealth Management, and two London-based financial advisory firms has provided me with a strong understanding of financial markets, investment products, portfolio management, and trade execution. I have experience executing investment transactions, supporting portfolio rebalancing, monitoring market activity, and delivering tailored investment solutions while maintaining the highest standards of accuracy, regulatory compliance, and client service. I thrive in fast-paced environments, consistently delivering accurate, efficient, and client-focused outcomes.

Investment Dealer | Davy Stockbrokers

• Executed buy and sell orders across equities, bonds, and investment funds in accordance with client instructions and regulatory requirements.
• Monitored financial markets and price movements to ensure timely and accurate trade execution.
• Collaborated with brokers, financial advisers, and clients to clarify trading instructions and provide market updates.
• Maintained up-to-date knowledge of financial markets, investment products, and economic developments to support informed decision-making.
• Processed trades accurately while adhering to internal controls, compliance standards, and regulatory obligations.
• Managed trade settlements, investigated discrepancies, and resolved operational issues efficiently.
• Supported portfolio rebalancing and asset allocation activities aligned with client investment objectives.
• Prepared transaction reports and maintained accurate trading and client records.

Financial Planner | Davy Stockbrokers

• Developed tailored, goal-based financial plans incorporating investment, pension, tax, retirement, and estate planning strategies.
• Advised clients on retirement planning, investment options, pension solutions, and long-term income forecasting.
• Produced detailed cashflow models to illustrate financial outcomes and support client decision-making.
• Managed the full financial planning process, from initial fact-finding through to plan presentation and ongoing reviews.
• Conducted regular client reviews to ensure financial plans remained aligned with changing objectives and circumstances.
• Ensured compliance with regulatory requirements, risk management policies, and internal procedures.

Client Services Executive | Unio Wealth Management & Rathbones

• Managed the end-to-end administration of the client lifecycle, delivering a high standard of client service.
• Processed transfers, regular investments, withdrawals, and client contributions accurately and efficiently.
• Prepared annual portfolio valuations and reviewed documentation for clients and advisers.
• Coordinated client onboarding, including new business documentation, AML and KYC checks, and maintenance of accurate client records.
• Maintained high standards of accuracy, regulatory compliance, and operational efficiency across all administrative processes.