11 Financial Planning jobs in County Dublin

Financial Planning & Sales Manager Our client, a leading global investment manager, is seeking a SeniorFinancial Planner to join their locally based team. This is an great opportunity for a sales driven financial advisor who is looking to grow their career within a global investment manager. The Job: Meeting with private clients to discuss investment opportunities Driving wealth management in Ireland Sourcing new clients & assets for the firm Extensive networking & direct selling of wealth management Dedicated portfolio management Retention of key client relationships The Candidate: Min 6 years of successfully providing financial advice Proven individual sales success with retail clients Quantifiable track record in closing new private client business Great sales ability with proven sales track record Good work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: Sales Business Development Investment Advice QFA Financial Advisor Ealth manager Wealth Management Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus

360 Search are hiring for a Head of Financial Planning to support a growing Wealth & Financial Planning team. This role is critical in providing high-quality financial advice while managing and supporting an existing team of Private Client Consultants, with plans to grow and develop the team further. The Hiring Firm are well-established and have experienced immense growth in Ireland across Financial Planning & Employee Benefits, along with other core areas. The job: Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation Develop and implement best practices for financial planning and advisory services within the team Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service Identify training opportunities to keep the team updated on industry trends and regulatory changes Foster a collaborative and accountable team culture focused on excellence Answer and guide team members on their client technical queries, positioning, and financial plans Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance) The candidate: Excellent interpersonal, communication, and relationship management skills. Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Proficiency in financial planning software, particularly Voyant Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. A minimum of a bachelors degree in finance, Economics, Business, or a related field. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Tax qualification is desirable Full drivers license Skills: People Management New Business Development Sales Management Financial Planning Financial Advisor

Armont Recruitment have partnered with a well-established financial services brokerage firm who are seeking a Life & Pensions Administrator to join their expanding team in Dublin City. The successful candidate will be QFA qualified or working towards same, who is seeking an opportunity to expand on their current experience, whilst developing further career opportunities. The Role Providing insurance & pension administration support to existing and new client base Analysis of existing client arrangements as well as new business processing Preparation of suitability statements Retirement fund evaluation and research Compliance implementation Provide detailed report preparation The Candidate APA qualified at a minimum QFA qualified (or working towards) Minimum 1 year experience working across life and pensions administration, or experience within a financial services brokerage firm Technical knowledge of insurance, pension and investment products General knowledge of investment markets Strong customer service focus The Reward Attractive salary and package to be discussed all dependent on experience Skills: Life Pensions Investments Administrator QFA ACA Financial Planning

Senior Financial Planning & Analyst (Senior FP&A) Are you a qualified accountant (or working towards your qualification) with a passion for turning numbers into strategic insights? Are you ready to partner with a global tech function and looking to make a real impact in a dynamic, tech-driven environment? Join us as a Senior FP&A and help shape the financial future of our technology operations. This is a hybrid role with the flexibility to work both virtually and from our Dublin office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like The Senior FP&A will partner with Aon Business Services Technology function to: Provide insight of financial performance through accurate, timely and relevant reporting Interpret and clearly communicate results, reports and analysis Provide continuous review and improvement of management information. Specifically, this will include: Overseeing the in-scope Month End Close financials that are led by our Krakow team and provide accounting guidance where required Handling the monthly forecasting process for in-scope functions and provide advice and guidance to our Krakow team and to ensure these are aligned to operational plans Preparing and overseeing production of monthly financial information for in-scope functions and meeting regularly with operational partners to discuss and understand underlying operational drivers as well as potential risks and opportunities Supporting strategic functional initiatives and projects, including reviewing/preparing Cost Benefits Analysis for key projects (including integration), and track performance against those Meeting with relevant global finance leads for in-scope functions to ensure global alignment to initiatives and plans for region Supporting delivery of annual budgets, ensuring future run rates are adequately gathered and other key assumptions included in budgets are properly supported, documented and communicated Ensuring allocations out to the business for the services delivered by the above functions are based on reasonable and agreed assumptions/methodology and clearly communicate those to relevant partners. Work with the Global allocation team to ensure they are properly reflected in our Allocation tool Aiming to improve processes and tools not just for own work, but across the ABS finance team to streamline overall workloads. How this opportunity is different This is an exciting opportunity to work daily with colleagues across the globe, gaining exposure to different parts of the business and influence leaders across different solution lines. You will be part of a team of Finance Business Partners supporting ABS Technology, where you will build strong relationships with key operational stakeholders within the function to help manage their financials, including: Leading planning & forecast cycles Production / interpretation of financial management information Develop operational knowledge of the functions supported Influence financial performance. At Aon you will be supported in your growth and development, working in an environment where you can shape your career, based on your interests and passions. Skills and experience that will lead to success The ideal individual will have: Relevant qualification as Qualified Accountant (CIMA or ACCA) or working towards the same Proven FP&A experience in finance business partnering and multinational environment Skilled communicator within and across different field, including dealing with Business Leaders Advanced Excel skills with ability to quickly organize and analyze large/diverse sets of data Knowledge of PowerPoint, Workday, TM1, Power BI/Query would be an advantage Prepared to be flexible to meet deadlines and support team when required Keen to learn about technology. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. 2563227 To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Apply button below to Login/Register.

Job Title: Financial Advisor Location: Remote (Ireland-based, preferably Dublin/Kildare area) Employment Type: Full-Time Summary An exciting opportunity has opened for a Financial Planning Consultant to join a growing advisory firm offering strategic guidance across Life, Pension, Investment, and Protection products. This is a client-facing role involving the management of an established portfolio, with the expectation to develop and grow new client relationships. The Financial Advisor will play a key part in delivering personalised financial plans, offering well-informed solutions, and navigating individuals and businesses through all stages of financial planning. This position is fully remote, with flexibility to manage your schedule independently, while being supported by a professional compliance and administrative infrastructure. Applicants must be based in Ireland. Responsibilities Deliver tailored advice on pensions, life cover, investment strategies, and wealth protection to individual and corporate clients Manage an existing book of business while proactively identifying new business opportunities Conduct in-depth fact-finds and financial reviews to establish individual client needs Provide clear, structured recommendations supported by risk assessments and financial analysis Ensure consistent adherence to regulatory obligations and industry compliance standards Work collaboratively with internal support staff and maintain regular client engagement Assist in the structuring of inheritance plans and group pension schemes where relevant Keep up to date with financial products, tax legislation, and regulatory changes affecting financial planning Skills and Experience Minimum qualification of QFA is required; CFP accreditation is a distinct advantage At least 3 years of experience in a similar financial advisory role, ideally within a brokerage or planning firm Strong working knowledge across Life, Pensions, Investments, and Protection planning Demonstrated experience in group schemes and business protection is beneficial Exceptional interpersonal skills, with the ability to simplify complex financial matters for clients Self-starter with the ability to manage time independently and work remotely with minimal oversight Proficient in conducting financial reviews and writing client reports Full, clean driver's licence Benefits: Competitive base salary depending on experience Pension & Health insurance Performance-driven bonus and commission scheme Flexible, remote work setup Comprehensive benefits package Ongoing training and career development support Skills: Financial services Retirement planning Financial consulting Benefits: Great Benefits Package

360 Search are hiring for firm specializing in financial wellbeing and retirement services, delivering unbiased, expert financial guidance to public and private sector employees. The firm empower individuals to take control of their financial future through tailored education, coaching, and regulated advice. Role Overview We are seeking a passionate and results-driven Financial Advisor to provide expert, impartial financial advice across protection, investment, and pension products. You'll play a key role in delivering personalised consultations and developing strong client relationships, while upholding the highest standards of ethics and professionalism. Key Responsibilities Conduct in-depth consultations to understand clients goals, needs, and risk profiles. Deliver tailored financial plans across pensions, investments, and protection. Provide high-quality written reports with clear, compliant recommendations. Educate and advise employees and organisations through 1:1 and group settings. Stay compliant with Central Bank of Ireland and internal regulatory standards. Support team members through coaching and knowledge sharing. Uphold our culture of trust, transparency, and financial wellness. What You Bring Qualifications: QFA (Qualified Financial Adviser) essential. CFP, SIA, RPA, or PTP desirable. Expertise in: Personal taxation (income, capital gains, inheritance tax) Pension planning (PRSA, ARF, annuities, self-invested pensions) Protection & investment products Company share schemes & pension legislation Skills: Exceptional communication (verbal & written) High ethical standards and professionalism Strong analytical, planning and client management skills Proficiency in Word, Excel and digital tools Coaching/mentoring experience is a plus Personal Attributes Client-focused, persuasive, and empathetic Self-motivated with a can-do attitude Results-oriented, energetic, and flexible Positive and supportive team player Why Join Us? Be part of a mission-led company that genuinely improves lives through financial education and advice. Your work drives real impact, helping individuals plan for brighter financial futures. Skills: Sales Sales Person Financial Advisor Financial Planning Investments

Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Financial Advisor to join their team. The Job Manage and nurture relationships with an existing client base while actively seeking new business opportunities. Conduct regular financial reviews with clients, providing comprehensive advice on retirement planning, investments, and insurance products. Develop and maintain a robust prospect pipeline, aiming to expand the client base and achieve sales targets. Ensure compliance with regulatory requirements and maintain high standards of client records on the CRM system. Network internally and externally to enhance business development and maintain the brand's integrity. The Candidate Bachelors degree in business, finance, or a related field is desirable. Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable. Minimum of 4 years of sales experience in the Life and Pensions industry, preferably within a broker environment. Proven track record in achieving annual sales targets and a strong understanding of relevant regulatory requirements. Excellent interpersonal skills, professional demeanor, and proficiency in Microsoft Excel and Word. Skills: Financial Advisor pensions wealth manager CFP QFA Life and Pensions Benefits: Group Life Assurance Laptop Medical Aid / Health Care Paid Holidays Pension Fund Performance Bonus

Our client is a leading financial wellbeing provider looking to hire an Assistant Financial Advisor. This is a fantastic opportunity for someone passionate about financial education and client support to join a growing team focused on improving employee financial wellness across a wide range of industries. In this role, you'll be delivering seminars (online and in person), providing one-to-one financial guidance to employees, and supporting regulated advisers in managing client portfolios. Its a mix of education, coaching, and technical support - ideal for someone who enjoys variety and making a real difference in peoples financial lives. Key Responsibilities: Deliver engaging financial education seminars, webinars, and podcasts on a wide range of financial topics. Support the development and improvement of educational content, including researching relevant and timely financial topics. Conduct one-to-one guidance calls with employees, offering support on: Occupational and private pension schemes, Personal financial planning and protection, and Goal-based financial planning. Collaborate with regulated financial advisers to provide administrative and technical support. Maintain client engagement through clear communication and proactive support. Manage adviser diaries and schedules using internal systems. Stay informed of changes in financial legislation (e.g., pensions, tax, investments). Experience & Qualifications: Hold a QFA qualification or be working towards it. Experience in financial services, ideally with exposure to pensions, protection, investments, or employee benefit schemes. Confident presenter, with experience delivering educational content to various audiences. Excellent interpersonal and communication skills - able to explain financial concepts clearly and simply. Strong organizational skills and attention to detail. Proficient in MS Office and webinar platforms. Skills: Pension APA QFA Assistant Financial Advisor

Due to continued and anticipated expansion, my client a growing Financial Services / Financial Advisory business with Head Office in Dublin but offices in other locations nationwide, seek to recruit an experienced and motivated Qualified Financial Adviser to join its Financial Services team. There is a very competitive salary on offer, as well as strong career progression, given the business trajectory. The ideal candidate will have a strong background in Financial Planning, Retirement Planning, Investments and Life Insurance/Protection products. This role involves working with their existing and new clients, providing advice on: Retirement/Succession planning Personal financial health check Pension provision Investment advice Life cover guidance The position requires QFA qualification and a CFP or LIA qualification would be beneficial but not essential. The ideal candidate will have experience in financial planning or related field, preferably within a financial advisory business or financial institution. They will have a proven track record engaging with high-net-worth clients, building long term relationships Responsibilities: Conduct detailed financial assessments to understand clients' financial situation and goals. Develop comprehensive financial plans tailored to clients' needs, including Retirement Planning, Investment Management, Tax Strategies, and Estate Planning. Provide ongoing financial advice and support to clients, adjusting plans as necessary to meet changing circumstances and goals. Educate clients on financial matters, including market trends, investment options, and risk management. Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust. Stay up to date with industry regulations, market developments, and best practices. Collaborate with other financial professionals within the firm to deliver integrated financial solutions. Prepare and deliver presentations to individuals and groups. Conduct meetings online and in person. Qualifications/Skills: QFA designation required. CFP, LIA or other financial designations would be beneficial but not essential. Proficiency with Microsoft Office applications and other software. Strong understanding of Investment products, markets and the associated risk/return principles. Strong understanding of Pension products, their technical specifications, and associated tax regulations. Goal-oriented with a desire to achieve business targets in a performance driven environment. Ability to work as part of a team and cross functionally. Strong analytical skills and attention to detail. Outstanding communication and interpersonal skills. Hold a full clean driving licence. Skills: Financial Advisor Financial Planning pensions Investments Benefits: Work From Home