13 Financial Planning jobs in Ireland
Financial planning advisor, customer financial planning, kildare / laois / offaly
Kildare, Leinster
AIB Group
Posted 1 day ago
Job Viewed
Job Description
Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Kildare Laois Offaly (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.
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.
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.
This advertiser has chosen not to accept applicants from your region.
0
Financial planning & analysis manager
Limerick, Munster
Morgan McKinley
Posted 1 day ago
Job Viewed
Job Description
Our client, based in Limerick, is seeking an FP&A Manager to join their finance team on a permanent basis.
This is a key role focused on delivering high-quality financial analysis, insightful reporting, and strategic decision support to drive growth and performance.
In this position, you will provide strategic financial insights, advanced analysis, and robust planning to guide executive decision-making and operational excellence.
By producing accurate forecasts, scenario modelling, and impactful reporting, you will play a critical role in shaping the organisation's growth trajectory.
Competitive salary and benefits package with a flexible working arrangement - on-site presence is expected only when business requirements make it necessary.
Key Responsibilities: Deliver insightful KPI, market, competitor, and financial analyses to enhance operational and strategic decision-making.
Conduct detailed scenario modelling and sensitivity analyses, highlighting potential risks and opportunities.
Prepare and present impactful financial reports and presentations for senior leadership, boards, lenders, and investors.
Partner with senior management and cross-functional teams, providing clear insights to influence decisions.
Manage and enhance financial models and analytical processes, ensuring accuracy and scalability.
Support annual budgeting, cash flow forecasting, profitability analysis, and long-term strategic planning.
Provide ad-hoc analyses to support investment opportunities, risk assessments, and strategic projects.
Drive continuous improvement across FP&A processes, enhancing efficiency and effectiveness.
Key Requirements: Qualified Accountant (ACCA, ACA), CFA, or equivalent.
Minimum of 3 years' post-qualified experience in a dynamic finance environment.
Previous experience within the energy, utilities, renewables or technology sectors is advantageous.
Strong background in financial analysis, reporting, forecasting, and scenario modelling.
Excellent stakeholder management and communication skills.
Highly analytical, detail-focused, and commercially aware, with strong problem-solving ability.
Advanced Excel and Power Point skills, with proven financial modelling expertise.
Skills: Budgeting Forecasting Variance Analysis
This is a key role focused on delivering high-quality financial analysis, insightful reporting, and strategic decision support to drive growth and performance.
In this position, you will provide strategic financial insights, advanced analysis, and robust planning to guide executive decision-making and operational excellence.
By producing accurate forecasts, scenario modelling, and impactful reporting, you will play a critical role in shaping the organisation's growth trajectory.
Competitive salary and benefits package with a flexible working arrangement - on-site presence is expected only when business requirements make it necessary.
Key Responsibilities: Deliver insightful KPI, market, competitor, and financial analyses to enhance operational and strategic decision-making.
Conduct detailed scenario modelling and sensitivity analyses, highlighting potential risks and opportunities.
Prepare and present impactful financial reports and presentations for senior leadership, boards, lenders, and investors.
Partner with senior management and cross-functional teams, providing clear insights to influence decisions.
Manage and enhance financial models and analytical processes, ensuring accuracy and scalability.
Support annual budgeting, cash flow forecasting, profitability analysis, and long-term strategic planning.
Provide ad-hoc analyses to support investment opportunities, risk assessments, and strategic projects.
Drive continuous improvement across FP&A processes, enhancing efficiency and effectiveness.
Key Requirements: Qualified Accountant (ACCA, ACA), CFA, or equivalent.
Minimum of 3 years' post-qualified experience in a dynamic finance environment.
Previous experience within the energy, utilities, renewables or technology sectors is advantageous.
Strong background in financial analysis, reporting, forecasting, and scenario modelling.
Excellent stakeholder management and communication skills.
Highly analytical, detail-focused, and commercially aware, with strong problem-solving ability.
Advanced Excel and Power Point skills, with proven financial modelling expertise.
Skills: Budgeting Forecasting Variance Analysis
This advertiser has chosen not to accept applicants from your region.
1
Financial planning team manager
Dublin, Leinster
360 Search
Posted 1 day ago
Job Viewed
Job Description
360 Search are delighted to be working alongside one of Ireland's leading Financial Advisory and Employee Benefits Advisory Firms in hiring for a newly created position within their Private Clients Division.
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!
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!
This advertiser has chosen not to accept applicants from your region.
2
Financial planning analyst /cost accountant
Louth, Leinster
Leinster Appointments
Posted today
Job Viewed
Job Description
Title: Financial Planning Analyst - Cost Accountant- Permanent OFFICE BASED Location: Drogheda, Co Louth (One day work fro home) Description: This role will partner with key stakeholders in the business to drive continuous improvement and cost saving initiatives.
The successful applicant will be responsible for all costings and product analysis onsite.
Full ownership of product costs to monthly gross margin analysis of existing products.
Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis.
Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives.
Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives.
Communicate performance across all tiers, from shareholders to factory management.
This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency.
Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool.
Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director.
Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc.
Overhead Analysis.
Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required.
Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field.
Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles.
Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc.
Good Numerical Skills & Attention to Detail.
Exceptional time management, problem solving, and interpersonal communication skills.
Collaborative and metrics driven, with a commitment to process accuracy and results.
Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP).
Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science.
Experience working in an FMCG or food environment would be an advantage.
Experience with Software Implementation and automation of reports.
The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes.
The role will involve a split of time between desk work and floor work.
Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres.
The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes.
Skills: sku product costing bill of materials gross margin analysis cost accounting capex Benefits: pension healthcare allowance
The successful applicant will be responsible for all costings and product analysis onsite.
Full ownership of product costs to monthly gross margin analysis of existing products.
Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis.
Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives.
Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives.
Communicate performance across all tiers, from shareholders to factory management.
This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency.
Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool.
Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director.
Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc.
Overhead Analysis.
Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required.
Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field.
Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles.
Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc.
Good Numerical Skills & Attention to Detail.
Exceptional time management, problem solving, and interpersonal communication skills.
Collaborative and metrics driven, with a commitment to process accuracy and results.
Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP).
Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science.
Experience working in an FMCG or food environment would be an advantage.
Experience with Software Implementation and automation of reports.
The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes.
The role will involve a split of time between desk work and floor work.
Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres.
The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes.
Skills: sku product costing bill of materials gross margin analysis cost accounting capex Benefits: pension healthcare allowance
This advertiser has chosen not to accept applicants from your region.
3
Financial planning and analysis manager
Limerick, Munster
Hays Specialist Recruitment
Posted 1 day ago
Job Viewed
Job Description
Your new company Your new company is one of the pre-eminent Irish business success stories in the Mid-West region who have grown exponentially over the last 5-10 years and look set to continue on this growth trajectory in the years to come.
A future-focused company involved in the energy industry who have been responsible for the development of world-leading cutting-edge technology which is empowering the energy industry to hit sustainability and carbon reduction targets.
Moreover, the company has been recognised globally as one of the standard-bearers for accelerating the use of renewable energies.
In addition to the social and environmental mission, the company prides itself on it's commitment to an internal corporate culture pivoted on collaboration, innovation, scientific thinking and an engineering mindset with a focus on creating efficiencies.
With an expanding presence across the globe, this is a fascinating time to join one of the fastest-growing Irish companies in the region.
Your new role You will head up a newly established Financial Planning and Analysis department.
You will report directly to the CFO and sit alongside and co-ordinate closely with the Head of Finance who manages the GL and financial/management accounting team.
The role is focused primarily on financial modelling, forecasting and budgeting and in addition you will also be tasked with building pricing models, competitor analysis, in-depth demand forecasting up to 5 years into the future and subsequent future pricing models/financial forecasting.
Initially, this role will be mostly autonomous, and you will be tasked with improving pre-existing functions and processes around forecasting and modelling, but with the continued growth of the company and team it is expected that you will build out a team into the future.
What you'll need to succeed You must be a fully qualified accountant with a recognised qualification (ACA/ACCA/CPA/CIMA).
The company are open to various levels of experience and exposure as the salary will be commensurate to relevant experience.
At a top level, they are open to experienced Finance Managers/Senior Financial Analysts with multiple years' direct experience in FP&A.
They are also open to an ambitious accountant with minimum 2 years PQE in industry who would like to make the step up into the a Manager role and who has an interest and demonstrated ability in financial analysis, modelling and forecasting.
As business partnering is an integral part of the role, excellent communication skills are required to gain an understanding of the intricacies of the energy industry and to truly immerse yourself in the role.
You will also be aligned with the corporate culture of collaboration and innovation.
What you'll get in return You will get a highly competitive market salary commensurate to your relevant experience (as the company is open to varying levels of experience).
In addition, you will also avail of highly flexible hybrid working conditions (I can explain the working patterns in greater detail if you are interested in the role) as well as an excellent of benefits including full healthcare cover, 5% matched pension, generous annual bonus based of personal and company performance, 25 days annual leave and death-in-service benefit.
There is also an annual €3,000 employee training and educational fund for each employee to avail of.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Ireland is a trading division of Hays Specialist Recruitment (Ireland) Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be Skills: Financial Analyst Financial Planning and Analysis FP&A Qualified Accountant Finance Manager Benefits: pension bonus healthcare
A future-focused company involved in the energy industry who have been responsible for the development of world-leading cutting-edge technology which is empowering the energy industry to hit sustainability and carbon reduction targets.
Moreover, the company has been recognised globally as one of the standard-bearers for accelerating the use of renewable energies.
In addition to the social and environmental mission, the company prides itself on it's commitment to an internal corporate culture pivoted on collaboration, innovation, scientific thinking and an engineering mindset with a focus on creating efficiencies.
With an expanding presence across the globe, this is a fascinating time to join one of the fastest-growing Irish companies in the region.
Your new role You will head up a newly established Financial Planning and Analysis department.
You will report directly to the CFO and sit alongside and co-ordinate closely with the Head of Finance who manages the GL and financial/management accounting team.
The role is focused primarily on financial modelling, forecasting and budgeting and in addition you will also be tasked with building pricing models, competitor analysis, in-depth demand forecasting up to 5 years into the future and subsequent future pricing models/financial forecasting.
Initially, this role will be mostly autonomous, and you will be tasked with improving pre-existing functions and processes around forecasting and modelling, but with the continued growth of the company and team it is expected that you will build out a team into the future.
What you'll need to succeed You must be a fully qualified accountant with a recognised qualification (ACA/ACCA/CPA/CIMA).
The company are open to various levels of experience and exposure as the salary will be commensurate to relevant experience.
At a top level, they are open to experienced Finance Managers/Senior Financial Analysts with multiple years' direct experience in FP&A.
They are also open to an ambitious accountant with minimum 2 years PQE in industry who would like to make the step up into the a Manager role and who has an interest and demonstrated ability in financial analysis, modelling and forecasting.
As business partnering is an integral part of the role, excellent communication skills are required to gain an understanding of the intricacies of the energy industry and to truly immerse yourself in the role.
You will also be aligned with the corporate culture of collaboration and innovation.
What you'll get in return You will get a highly competitive market salary commensurate to your relevant experience (as the company is open to varying levels of experience).
In addition, you will also avail of highly flexible hybrid working conditions (I can explain the working patterns in greater detail if you are interested in the role) as well as an excellent of benefits including full healthcare cover, 5% matched pension, generous annual bonus based of personal and company performance, 25 days annual leave and death-in-service benefit.
There is also an annual €3,000 employee training and educational fund for each employee to avail of.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Ireland is a trading division of Hays Specialist Recruitment (Ireland) Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be Skills: Financial Analyst Financial Planning and Analysis FP&A Qualified Accountant Finance Manager Benefits: pension bonus healthcare
This advertiser has chosen not to accept applicants from your region.
4
Financial planning & analysis (fp&a) manager
Dublin, Leinster
Pontoon Solutions
Posted 1 day ago
Job Viewed
Job Description
Job Title: Financial Planning & Analysis (FP&A) Manager Contract Type: 9-12 months Location: Dublin Are you ready to play a pivotal role in shaping the financial future of an organisation committed to sustainability and innovation? We are looking for a dynamic and experienced Financial Planning & Analysis (FP&A) Manager to join our finance team.
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.
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.
This advertiser has chosen not to accept applicants from your region.
5
Financial advisor
Westmeath, Leinster
360 Search
Posted 1 day ago
Job Viewed
Job Description
This role will involve working with an existing client book delivering an excellent and consistent level of customer service while identifying potential sales opportunities.
The successful candidate joins a team of established executives and has a desire to work in a fast-paced environment which does not compromise on quality and be sales orientated.
This is an opportunity for a highly ambitious and results driven individual who thrives within a dynamic target driven environment.
Key Responsibilities Specific areas of responsibility will include but are not limited to: Service of an existing customer base to include inbound and outbound calls.
Reviewing existing customer base to identify financial services needs.
Persuade prospective clients to engage in a phone conversation and/or meeting to discuss their financial needs.
Reviewing existing customer base for business development opportunities.
The successful candidate will provide advice and assistance to existing/new customers to enable them to achieve their financial goals.
This will be managed through inbound and outbound telephony and video calling, together with responding to and executing various new business applications.
Promotion of sales with the existing client base on protection products at the outset with a view to development to other products as the progresses.
Manage referrals to/from existing Advisory Team.
Manage existing group pension and risk schemes.
Be actively involved and contribute towards campaigns.
Play a proactive role in developing the Financial Services Hub.
Knowledge You are at least QFA qualified.
You will have a very good knowledge of life and Protection Insurance products, having worked in the industry for twelve months minimum.
You will have excellent organisation and communication skills and are confident with clients either face to face, use of digital platforms, by phone or written correspondence.
You are target driven and ability to work under pressure.
You have a willingness to learn and a determination to succeed.
Skills: QFA Financial Advisor Financial Planner
The successful candidate joins a team of established executives and has a desire to work in a fast-paced environment which does not compromise on quality and be sales orientated.
This is an opportunity for a highly ambitious and results driven individual who thrives within a dynamic target driven environment.
Key Responsibilities Specific areas of responsibility will include but are not limited to: Service of an existing customer base to include inbound and outbound calls.
Reviewing existing customer base to identify financial services needs.
Persuade prospective clients to engage in a phone conversation and/or meeting to discuss their financial needs.
Reviewing existing customer base for business development opportunities.
The successful candidate will provide advice and assistance to existing/new customers to enable them to achieve their financial goals.
This will be managed through inbound and outbound telephony and video calling, together with responding to and executing various new business applications.
Promotion of sales with the existing client base on protection products at the outset with a view to development to other products as the progresses.
Manage referrals to/from existing Advisory Team.
Manage existing group pension and risk schemes.
Be actively involved and contribute towards campaigns.
Play a proactive role in developing the Financial Services Hub.
Knowledge You are at least QFA qualified.
You will have a very good knowledge of life and Protection Insurance products, having worked in the industry for twelve months minimum.
You will have excellent organisation and communication skills and are confident with clients either face to face, use of digital platforms, by phone or written correspondence.
You are target driven and ability to work under pressure.
You have a willingness to learn and a determination to succeed.
Skills: QFA Financial Advisor Financial Planner
This advertiser has chosen not to accept applicants from your region.
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6
Financial advisor
Galway, Connacht
Aviva
Posted 1 day ago
Job Viewed
Job Description
We're looking for a new team member - an exciting opportunity has opened for a Financial Advisorto join our Life team in our Galway office on either a permanent or 12 Month FTC basis (both options available).
You, as part of the team, will be responsible for achievement of challenging performance targets, developing customer relationships with new and existing customers and ensuring the best possible customer outcomes.
The successful candidate will be an integral member of the team providing support for colleagues & advice to clients takingresponsibility for all aspects of a client relationship, working to fully understand their financial situation and requirements.
This role may require the Supervision of individuals who are arranging a financial service and giving advice.
When required this role also requires adjudication on complaints.
Duties and Responsibilities: Provide professional advice for Protection products, solutions and advise on Aviva products to meet the financial needs of customers and members of staff (using Aviva financial advice process with adherence to Aviva compliance standards).
Proactively manage existing customer base and establish and develop client relationships ensuring they are receiving the benefit of the Aviva advice process.
Responsible for achievement of challenging performance targets and developing client relationships with new and existing customers.
Ensure that all advice given is compliant and in line with company policies, regulatory, professional and legal requirements.
Adhere to appropriate risk management procedures to control, monitor and report on business activities.
Skills and Experience: Sales Ability and Strong Customer Focus, with proven experience in Life Assurance is desirable.
Excellent interpersonal and communication skills.
Ability to work as part of a team.
Flexibility in ones approach to work and desire to learn new skills.
Highly motivated with a positive attitude and innovative.
Capable of prioritising work and working on own initiative and without supervision.
What will you get for this role? Competitive market leading salary depending on skills, experience, and qualifications.
Generous pension (employee contribution matching of up to 14% if you contribute 8%) Annual performance related bonus and pay review.
Holiday allowance of 25 days plus bank holidays, and the option to buy/sell up to 5 additional days.
Generous Health & dental insurance contributions after six months Aviva Matching Share Plan and Save As You Earn scheme and Approved Profit Share Scheme Cycle to Work benefit scheme.
Tax Saver Travel Scheme Family friendly parents (matching paternity and maternity leave) and carers leave.
Up to 40% discount for some Aviva products plus discounts for Friends and Family Employee Assistance Programme Volunteering days Professional qualification support and transparent career progression plans Fitness and Probity This is a Regulated Role and will be subject to enhanced pre-employment screening procedures.
There will be an on-going requirement for the role holder to maintain fit and proper status.
Aviva is for Everyone Our diversity and inclusion policies and initiatives are shaping an environment where everyone feels welcome regardless of age, disability, race, ethnicity, gender, gender identity, religion, culture, sexual orientation, national origin, marital status, pregnancy, maternity or those with other caring responsibilities.
Our approach helps to ensure that Aviva is a place which values difference and provides equal opportunities for all.
We flex locations, hours and working patterns to suit our customers, business, and you.
Most of our people are smart working spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.
You, as part of the team, will be responsible for achievement of challenging performance targets, developing customer relationships with new and existing customers and ensuring the best possible customer outcomes.
The successful candidate will be an integral member of the team providing support for colleagues & advice to clients takingresponsibility for all aspects of a client relationship, working to fully understand their financial situation and requirements.
This role may require the Supervision of individuals who are arranging a financial service and giving advice.
When required this role also requires adjudication on complaints.
Duties and Responsibilities: Provide professional advice for Protection products, solutions and advise on Aviva products to meet the financial needs of customers and members of staff (using Aviva financial advice process with adherence to Aviva compliance standards).
Proactively manage existing customer base and establish and develop client relationships ensuring they are receiving the benefit of the Aviva advice process.
Responsible for achievement of challenging performance targets and developing client relationships with new and existing customers.
Ensure that all advice given is compliant and in line with company policies, regulatory, professional and legal requirements.
Adhere to appropriate risk management procedures to control, monitor and report on business activities.
Skills and Experience: Sales Ability and Strong Customer Focus, with proven experience in Life Assurance is desirable.
Excellent interpersonal and communication skills.
Ability to work as part of a team.
Flexibility in ones approach to work and desire to learn new skills.
Highly motivated with a positive attitude and innovative.
Capable of prioritising work and working on own initiative and without supervision.
What will you get for this role? Competitive market leading salary depending on skills, experience, and qualifications.
Generous pension (employee contribution matching of up to 14% if you contribute 8%) Annual performance related bonus and pay review.
Holiday allowance of 25 days plus bank holidays, and the option to buy/sell up to 5 additional days.
Generous Health & dental insurance contributions after six months Aviva Matching Share Plan and Save As You Earn scheme and Approved Profit Share Scheme Cycle to Work benefit scheme.
Tax Saver Travel Scheme Family friendly parents (matching paternity and maternity leave) and carers leave.
Up to 40% discount for some Aviva products plus discounts for Friends and Family Employee Assistance Programme Volunteering days Professional qualification support and transparent career progression plans Fitness and Probity This is a Regulated Role and will be subject to enhanced pre-employment screening procedures.
There will be an on-going requirement for the role holder to maintain fit and proper status.
Aviva is for Everyone Our diversity and inclusion policies and initiatives are shaping an environment where everyone feels welcome regardless of age, disability, race, ethnicity, gender, gender identity, religion, culture, sexual orientation, national origin, marital status, pregnancy, maternity or those with other caring responsibilities.
Our approach helps to ensure that Aviva is a place which values difference and provides equal opportunities for all.
We flex locations, hours and working patterns to suit our customers, business, and you.
Most of our people are smart working spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.
This advertiser has chosen not to accept applicants from your region.
7
Senior financial advisor
Donegal, Ulster
360 Search
Posted 1 day ago
Job Viewed
Job Description
Talented and ambitious Financial Advisor to join a well-established and progressive financial advisory firm with offices across Donegal This is an excellent opportunity to become part of a supportive, forward-thinking team that prides itself on delivering holistic, lifestyle-based financial planning to both individuals and businesses.
This role will be based in Buncrana, with responsibility for managing an existing client base, while also developing new client relationships.
Key Responsibilities Manage and maintain strong relationships with an established client portfolio Conduct regular financial reviews with existing clients to identify evolving needs Carry out needs analysis with both new and potential clients Provide professional, tailored financial advice across Protection, Retirement Planning, Investment, Savings, and Mortgages Recommend and implement solutions in line with compliance standards and regulatory requirements Deliver ongoing service and support to clients to ensure long-term financial wellbeing Work to agreed targets while maintaining the highest standards of client care Actively participate in team meetings and contribute to business initiatives Essential Qualifications & Experience QFA qualified (minimum requirement) At least 3 years' experience providing financial advice within a financial brokerage or self-employed environment in Ireland Strong communication and presentation skills Proficiency with Microsoft Office Key Personal Attributes Client-focused mindset with a genuine commitment to delivering exceptional service Excellent interpersonal skills with the ability to build trust and long-term relationships Self-motivated, driven, and enthusiastic with the ability to meet agreed goals Adaptable and flexible in a dynamic working environment Willing to be based in or relocate to Co.
Donegal What's on Offer Competitive remuneration package including salary plus commission/bonus Flexible working hours to support work-life balance Primarily office-based role, with potential for hybrid arrangements subject to business needs Company pension scheme Skills: Financial Adice Pensions Investment QFA
This role will be based in Buncrana, with responsibility for managing an existing client base, while also developing new client relationships.
Key Responsibilities Manage and maintain strong relationships with an established client portfolio Conduct regular financial reviews with existing clients to identify evolving needs Carry out needs analysis with both new and potential clients Provide professional, tailored financial advice across Protection, Retirement Planning, Investment, Savings, and Mortgages Recommend and implement solutions in line with compliance standards and regulatory requirements Deliver ongoing service and support to clients to ensure long-term financial wellbeing Work to agreed targets while maintaining the highest standards of client care Actively participate in team meetings and contribute to business initiatives Essential Qualifications & Experience QFA qualified (minimum requirement) At least 3 years' experience providing financial advice within a financial brokerage or self-employed environment in Ireland Strong communication and presentation skills Proficiency with Microsoft Office Key Personal Attributes Client-focused mindset with a genuine commitment to delivering exceptional service Excellent interpersonal skills with the ability to build trust and long-term relationships Self-motivated, driven, and enthusiastic with the ability to meet agreed goals Adaptable and flexible in a dynamic working environment Willing to be based in or relocate to Co.
Donegal What's on Offer Competitive remuneration package including salary plus commission/bonus Flexible working hours to support work-life balance Primarily office-based role, with potential for hybrid arrangements subject to business needs Company pension scheme Skills: Financial Adice Pensions Investment QFA
This advertiser has chosen not to accept applicants from your region.
8
Senior financial advisor
Dublin, Leinster
The Panel Group
Posted 1 day ago
Job Viewed
Job Description
Our client, a prestigious and long established Irish financial brokerage firm, is seeking a motivated and experienced Senior 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 Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable Minimum of 10 years of sales experience in the Life and Pensions industry Proven track record in achieving annual sales targets Excellent client facing skills and ability to close business A strong understanding of relevant regulatory requirements Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally Skills: QFA CFP Financial Advisor Penions Invetsment Advice Financial Planning Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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 Essential qualifications include QFA, with RPA, AIIPM, and CFP being desirable Minimum of 10 years of sales experience in the Life and Pensions industry Proven track record in achieving annual sales targets Excellent client facing skills and ability to close business A strong understanding of relevant regulatory requirements Excellent interpersonal skills and proven ability to network and build trusted relationships both internally and externally Skills: QFA CFP Financial Advisor Penions Invetsment Advice Financial Planning 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.
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