33 Financial Analysts jobs in Dublin
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 Team Manager
Posted 1 day ago
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Financial planning team manager
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Financial planning team manager
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This position has been created due to current company needs and continued growth plans of the firm.
The successful individual will assist in leading and expanding the Private Client Team.
You will be responsible for providing high-quality financial advice to Clients whist managing and supporting an experienced team of Private Client Consultants.
The Role: 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) 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 The Requirements: First and foremost, proven success in a Financial Planning Consultant position, providing high quality and technical advice to Clients.
Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.
Proven ability to balance leadership responsibilities with personal client engagement to drive both team and business growth.
Excellent interpersonal, communication, and relationship management skills.
Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant.
Tax qualification is desirable.
Full drivers license.
The Benefits: Competitive salary Strong earning potential through uncapped commission structure Extensive Benefits package including; Company Pensions, Life & IP, Health Insurance Educational support Hybrid working People First culture Much more!
Financial Planning & Analysis (FP&A) Manager
Posted 1 day ago
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Financial planning & analysis (fp&a) manager
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Financial planning & analysis (fp&a) manager
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In this role, you will be instrumental in delivering high-quality business performance materials that drive informed decision-making and support our ambitious net-zero goals.
Why Join Us? Impactful Work: Your contributions will directly influence the success of our organisation and its commitment to a sustainable future.
Professional Growth: We offer opportunities for training, mentorship, and career progression to help you thrive.
Supportive Culture: Join a fun and collaborative environment where you can maximise your potential alongside like-minded colleagues.
Key Responsibilities: Deliver high-quality financial forecasts, annual plans, and operational analyses as part of a dedicated team.
analyse variances and provide timely, executive-level reporting and insights.
Identify and lead initiatives to improve, automate, and scale forecasting and reporting tools and methodologies.
Build and maintain strong relationships with key stakeholders to enhance value delivery.
Manage ad hoc strategic and operational projects as required.
Qualifications & Experience: Qualified accountant and/or MBA with a minimum of 3 years post-qualification experience (PQE).
A positive can do mindset with a strong inclination for continuous improvement.
Analytical and curious, with the ability to manage multiple tasks and stakeholders effectively.
Strong interpersonal and communication skills.
Proficiency in Excel and Power Point; experience with SAP is a plus but not essential.
Previous experience in large organisations is advantageous.
Our Commitment to Diversity: We are dedicated to fostering a workplace where equality, diversity, care, and respect are at the forefront of our policies.
We encourage applications from individuals of all backgrounds and perspectives.
Join our active employee networks, including those focused on women, race and ethnicity, neurodiversity, and LGBTQ+ inclusion, to help us promote a culture of belonging.
Flexible Working: Our Flexible First working model empowers you to balance home and office working in a way that suits you, your colleagues, and our customers.
Our office serves as a collaborative space rather than a default workplace, promoting connection and teamwork.
Our Vision: We aim to create a sustainable and inclusive future that supports our communities and our planet.
Our partnership with Focus Ireland since 2015 underscores our commitment to social responsibility, and we encourage all team members to engage in volunteer initiatives.
Environmental Sustainability: Join us as we transform the energy landscape and take a proactive role in addressing climate change.
Our ambition is to become a leading net-zero business by 2045 and to assist our customers in achieving their net-zero goals by 2050.
Our Values: Care | Delivery | Collaboration | Agility | Courage If youre ready to make a significant impact and drive positive change, we invite you to apply.
Join us in our journey towards a sustainable future! Pontoon is an employment consultancy.
We put expertise, energy, and enthusiasm into improving everyones chance of being part of the workplace.
We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more.
We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.
If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Financial Analyst

Posted 4 days ago
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We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Financial Analyst
**What does a successful Financial Analyst do at Fiserv?**
The successful candidate will be a key member of the EMEA Technology Finance team reporting to the Regional Tech & Ops Finance Director, and acting as business partner to EMEA Application Development, FTS (Fiserv Technology Services) and CYBER leads.
**What you will do:**
+ Month end deliverables. Working with shared service centre and accounting teams to prepare monthly entries relating to accruals, prepayments, and Intercompany allocations and staff capitalisation.
+ Create investment appraisal documents as part of the SCR (Spend Committee request) investment appraisal process
+ Regular liaison with cost centre owners and owner of functional expense (e.g., Distributed servers, Midrange servers, Mainframe, Networks, Project management) to ensure forecast of expense and headcount is accurate.
+ Monthly and quarterly forecasting, reviewing of risks and opportunities within area of responsibility. Loading of quarterly forecasts, and headcount and Essbase. Handling of all ad-hoc FP&A requests related to EMEA FTS and Cyber security
+ Oversee the Annual budgeting for EMEA FTS and Cyber security
+ Reviewing & investigating FTS and Cyber security financials to ensure results are achieved.
+ Deputise for Finance manager when required
**What you will need to have:**
+ University degree in finance or accounting related field.
+ 5+ years of finance related experience or 3+ years of finance related experience and advance degree.
+ Experience with general ledger, financial systems, forecasting, financial statement analysis and project analysis.
+ Intermediate to advance MS Excel skills.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Diversity and Inclusion:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.