9 Financial Advisory jobs in Ireland

Financial Advisory - Transaction Services Manager/Senior Manager

Dublin, Leinster Deloitte Ireland LLP

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Deloitte is the biggest professional services Firm in the world, and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. D eloitte has been recognised as the #1 Financial Advisor for Global and Irish M&A deal activity in 2022. Agile business advisers can help organisations thrive in today's rapidly changing marketplace. Specialising in Mergers & Acquisitions, Debt & Capital Advisory, Valuations, Transaction Services and Restructuring & Forensic Services, our Financial Advisory experts offer global insights and local knowledge that combine world-class experience with breakthrough innovation and technology. Our team provide end-to-end tailored advisory solutions that can deliver impact, unlock, and preserve value in mergers and acquisitions, restructuring, investigations, and disputes, from strategy to execution and evaluation. We support our clients to drive businesses forward, making sure they meet demands for greater transparency, changing market conditions and complex regulatory requirements. About the role: Working and communicating effectively with management and junior team members to ensure key deliverables are issued on time. Involvement in providing financial due diligence services to clients through detailed financial analysis and report writing. In the context of client engagements, responsibilities include: Interpretation and analysis of financial and commercial information and delivering to our clients in a clear and concise way, both in writing and verbally. Reviewing historical and forecast trading performance, cash flows, working capital and balance sheets. Reporting of potential key issues for our client including identification of risk or equity price impacts. Correlating other workstream's findings with our financial due diligence findings. Involvement in providing reports to support stock exchange listings (e.g. Reporting Accounting), including: Preparation of reports for sponsors About you: Qualified accountant with ACA, CIMA or other accounting qualification and a strong academic record. Excellent analytical skills and a strong eye for detail. Strong commercial and market awareness. Highly motivated, with a proven ability to work on own initiative within a challenging and dynamic work environment. Strong team player with good organisation, planning and leadership skills. Excellent oral and written communication skills with the ability to write clear, concise reports. Strong commitment to professional and client service excellence. If you believe that you meet most of the criteria above, we encourage you to apply. Deloitte is an equal opportunities employer and will ensure any reasonable accommodations are implemented as part of the recruitment and selection process. What we offer Your reward at Deloitte is competitive, supports our purpose and enables our people to never stop growing. Your reward at Deloitte is not just your salary, we believe in investing in our people's personal and professional development and empowering their work-life balance. Our ambition is to achieve gender equality and enable continuous growth. We offer supports and benefits that suit you, wherever you are in life, including health and well-being, pension, savings, training, coaching and e nhanced leave options among others. Keep on being you. Bring your full, absolute self to work, every day. Explore, question and collaborate. Stretch your thinking, while building a career that inspires and energises you. And, whatever motivates you, keep growing both professionally and personally - because when you make an impact that matters, we do too. 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 Continue to Application or Login/Register to apply button below.
This advertiser has chosen not to accept applicants from your region.

Assistant Manager (Financial Accounting Advisory Services)

Dublin, Leinster Morgan McKinley

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Our client, a leading global professional services firm are seeking a qualified accountant (ACA/ACCA/CPA or equivalent) to join their high-performing FAAS team. Working with top-tier clients in asset management, banking, and insurance, you'll help optimise finance and operational functions, enhance reporting processes, and ensure compliance with IFRS, Lux GAAP, and US GAAP. With offices in Dublin 2, they are operating with a hybrid working model and offering a competitive salary and benefits package. Responsibilities: Deliver projects in financial reporting, process improvement, regulatory support, and interim finance roles. Build strong client relationships and liaise with auditors. Work with ERP systems (Oracle, Geneva, Investran, Sun, SAP, Workday) and advanced Excel tools. Requirements: 2-3 years' experience in financial services or with a top 10 audit firm. Strong technical accounting knowledge and regulatory awareness. Excellent communication, attention to detail, and ability to meet tight deadlines. Skills: accounting accountant audit financial accountant financial reporting
This advertiser has chosen not to accept applicants from your region.

Relationship Director - Wealth Management

Dublin, Leinster The Panel Group

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Our client is a European Wealth Manager providing investment services to sophisticated clients across Europe. They now wish to hire a Relationship Director to work with their operations in Ireland. The Role You'll act as a trusted advisor to affluent individuals and families, family offices, pension funds and institutional clients. The position centres on delivering bespoke wealth management services to sophisticated investors. Key Responsibilities Develop and manage a portfolio of high-net-worth clients Win new business and expand relationships Provide comprehensive financial advice across investments, banking, trust & estate planning, and wealth structuring Understand market and sector trends, regulatory environment, and client-specific opportunities to inform strategy Communicate value propositions clearly and negotiate mutually advantageous terms. Ensure compliance with internal risk and regulatory frameworks Essential Qualifications & Skills Substantial experience working with HNW, UHNW and family office clients. Demonstrable business development and client acquisition success Deep knowledge of investment products, portfolio structuring, credit solutions, and trust/estate concepts Excellent communication, negotiation, and relationship management skills Graduate in business, economics or related discipline Professional qualification Strong strategic thinking, analytical ability, and adaptability to regulatory and technological shifts Desirable Extras Experience with family governance and multi-generational wealth planning Understanding wider Irish, EU and UK tax or estate regimes If you have the experience and skills to be a success in this role please contact Alan Bluett on or Skills: Wealth Management Pensions Investment Advice Private Banking QFA Benefits: Group Life Assurance Medical Aid / Health Care Laptop Parking Paid Holidays Performance Bonus
This advertiser has chosen not to accept applicants from your region.

Financial Planning Advisor, Customer Financial Planning, Dublin

Dublin, Leinster AIB Group

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography. The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings. Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions. Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals. Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service. Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs. Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned. What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA). Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals. Technical Skills: Proficiency in Microsoft Office. Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements. Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others. Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts. Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders. If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation. AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners. Application deadline: 1st Sept 2025 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.
This advertiser has chosen not to accept applicants from your region.

Financial Planning Analyst

Dublin, Leinster Gilligan Black Recruitment

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

FP&A Controller North Dublin €60k, plus excellent benefits Are you a finance professional looking to move beyond traditional reporting and into a role where your insight directly shapes strategic decision-making? We are currently looking for a Financial Analyst with strong analytical acumen and a proactive mindset. This is not your typical finance role! We are looking for someone who is ready to step into the shoes of a business advisor, not just a reporter of numbers. The Role: As part of a dynamic finance team, you will work alongside the Finance Business Partner to drive business performance and offer consultative financial guidance across departments. Your primary focus will be to improve the business through value-added reporting, analytics, and strategic insight. Key Responsibilities: Go beyond reporting: act as a business partner and financial consultant to stakeholders across the business Lead and deliver value-adding financial analysis focused on performance trends, forecasting, and commercial opportunity evaluation. Take ownership of month-end closing, including preparation of the P&L and Balance Sheet. Prepare and calculate provisions and accruals, ensuring completeness and accuracy. Manage the calculation of variable compensation, liaising closely with regional Payroll and Payments teams. Support internal and external audits, ensuring full transparency and compliance. Requirements: Degree in Finance, Business, or Economics. ACCA qualification advantageous but not essential. 34 years in a financial or audit-related role. Advanced Excel user. Strong understanding of financial processes including P&L, accruals/deferrals. Critical thinker with analytical problem-solving skills. Please apply today for immediate consideration! Skills: ACCA Financial Analysis Financial Planning
This advertiser has chosen not to accept applicants from your region.

Financial Planning Manager

Dublin, Leinster The Panel Group

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Financial Planning Manager Our client, a leading global wealth manager, is currently seeking aFinancial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth management sales in Ireland Gathering new clients and assets for the firm Extensive networking & direct consultative selling Dedicated portfolio management Retention of client relationships The Candidate: 5+ years of success providing financial advice to clients Proven individual sales success with retail clients Quantifiable track record in closing new investor business Outstanding sales ability with proven sales track record Strong 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: wealth management Pensions Investments financial advice Business Development qfa Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
This advertiser has chosen not to accept applicants from your region.

Financial Planning Consultant - CFP

Dublin, Leinster Abrivia

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture, they provide the perfect environment for ambitious professionals looking to make a real impact in financial planning. In this role, you will provide specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing. Key Responsibilities: Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management. Build and manage a strong portfolio of individual clients. Support the delivery of member services for corporate clients. Work towards and exceed commercial and financial targets. Contribute to the development and mentorship of junior team members. You will have: CFP (Certified Financial Planner) qualified or working towards. Minimum 3 years in individual financial planning. A deep understanding of financial, pension, and investment products. Exceptional relationship management skills, with the ability to build long-term client trust. A client-first mindset, focused on delivering outstanding financial solutions. A strong team ethos, with a willingness to support and mentor junior colleagues. For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence. Skills: CFP Pensions Wealth Investments Planning Management Benefits: Pension 10% Health Car Allowance
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Financial advisory Jobs in Ireland !

Qualified Financial Advisor - Financial Planning

Dublin, Leinster Forte Recruitment Specialists

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

My client a rapidly growing Financial Services business with it's main office in Dublin but other offices in locations nationwide, seek to recruit an experienced and motivated Qualified Financial Adviser to join its Financial Planning / Finance Services team. There is a highly competitive salary on offer, as well as excellent career progression, as a result of current and future business growth. Key Responsibilities: Managing relationships with both new and existing clients. Provide solutions and advice catering to individual client needs. Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills And Experience: QFA is essential Certified Financial Planner (CFP) would be beneficial. Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and independently Results-oriented Strong analytical skills and attention to detail. Superb communication and interpersonal skills. Hold a full clean driving licence. Skills: Financial Advisor Financial Planning pensions Investments Benefits: Work From Home
This advertiser has chosen not to accept applicants from your region.

Life & Pensions Administrator (Financial Planning Firm)

Dublin, Leinster Armont Recruitment

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

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
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Financial Advisory Jobs