53 Financial Analysts jobs in Ireland
Financial Planning Consultant
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Financial planning consultant
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Financial planning consultant
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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 organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning.
Key Responsibilities include: Meeting clients / Generating Leads / Project work Providing financial advice to a new and existing client base Managing and continuously building relationships with the Aon client portfolio Developing new business opportunities through internal and external channels Achieving agreed sales targets and team-based goals Adhering to standards/codes/rules set by regulators & Aon Managing local projects that contribute to the overall team proposition.
How this opportunity is different We can offer you a fun and engaging environment working with some of the best people in our industry.
The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions.
Our Financial Planning solution operate on a team-based approach.
Each member of the team is valued and are encouraged to provide input into overall proposition.
We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits.
Skills and experience that will lead to success Previous consultative financial planning experience using Voyant as the basis of client engagements Acquired or working towards Certified Financial Planner (CFP) qualification Have strong interpersonal skills with the ability to build and maintain solid client relationships Strong history of delivering on agreed sales targets Understanding of relevant regulatory requirements required Have a background in generating leads from a Corporate client base Demonstrate an ability to build strong internal relationships, trust and credibility Excellent presentation and communication skills Be a Team player with a focus on working as one team Possess a full driver's license.
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.
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.
Financial Planning Advisor, Customer Financial Planning, Kildare / Laois / Offaly
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Financial planning advisor, customer financial planning, kildare / laois / offaly
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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.
This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.
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: 6th Oct 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.
Financial Planning/Cost Accountant
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Financial Planning & Analysis Manager
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Financial Planning Team Manager
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Financial planning team manager
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Financial planning/cost accountant
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