7 Financial Strategy jobs in Ireland

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Location:

Dublin, IE

Company: Irish Life Group Services Limited

• Full Time, Permanentposition
• Hybrid role based in our City Centre offices

What we offer

We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.

We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few.

At Irish Life, our purpose is to help people build better futures. Our company values shape everything we do and underpin our vision of being the driving force behind Ireland's financial, physical, and mental well-being.

We believe in doing the right thing -acting with integrity and making fair, responsible decisions. We aim high , setting ambitious goals and find better ways to innovate and improve. Our customers are at the heart of everything we do and we are dedicated to understanding their needs and exceeding their expectations. Achieving this is only possible when we work best together -in a supportive, collaborative environment where every idea and contribution is valued.

The purpose of Irish Life Group Finance, an essential function of the Irish Life Group, is to deliver better business outcomes whilst protecting financial integrity. Focused on our vision of being a trusted partner shaping key decisions, we are seeking to support and influence key business decisions and embed a culture of collaboration and innovation.

Recognising that our key asset is our talented team who are passionate about delivering for our stakeholders, we are looking to complement our team further with the addition of a management accountant to support our Financial Planning and Analysis (FP&A) activity.

Reporting to the Manager for Group FP&A the successful candidate would join a team providing business partnering, budgeting/actuals reporting and forecasting services to key stakeholders. The role requires someone who is highly organised, has strong attention to detail and is naturally curious. It would suit somebody who has a proactive approach to improving processes and developing new ways of reporting. It is an exciting to time to join the team as we build out the Group's FP&A strategy, the successful candidate will be closely involved in implementing these changes in the team.

Main responsibilities will include:

• Produce key financial deliverables which include the annual budget process and monthly and quarterly results.
• Work closely with and influence senior stakeholders. Use an analytical data-driven approach to provide insight and challenge to drive business performance and value.
• Develop key working relationships with divisional finance and actuarial teams including liaising with auditors as required.
• Support process improvement initiatives targeting best in class reporting through automation, finance system improvements and data accuracy.
• Ensure compliance with group risk & control policies, regulatory, professional, and legal requirements.

The ideal candidate will have/will be:

• Part/Newly Qualified account - ACA, ACCA or CIMA.
• Previous FP&A or Business Partnering experience desirable, experience in Insurance/ Financial Services and/or in a Group Reporting role would be an advantage.
• Working knowledge of financial systems, including strong applied MS Excel and PowerPoint skills.
• Experience with SAP and Oracle EPM an advantage.
• Strong analytical skills with attention to detail and ability to manage multiple priorities.
• Working knowledge of data visualisation tools such as power BI an advantage.
• A desire to improve processes and comfortable in a changing environment.
• Excellent communication skills both verbal and written.
• Communication and Influencing
• Drive for Results
• Planning and Organising
• Problem Solving and Decision Making
• Team Working and Cross Functional Collaboration

About us

Irish Life is one of Ireland's largest financial institutions with a presence across a range of financial services markets. We are one of Ireland's leading financial services groups with over 1.5 million customers. For over 80 years, we've been helping people to look after their life insurance, pension and investment needs, and more recently their health insurance.

It is a subsidiary of Great-West Lifeco and a member of the Power Financial Corporation group of companies.

We are proud of our culture of developing and supporting the growth and professional development of our people. The focus has resulted in a team of top talent with high standards, positioning us at the forefront of our industry.

Irish Life is proud to be an Equal Opportunities employer. We have created an environment of inclusion and growth to help people achieve their potential, to ensure they can bring their whole selves to work and to feel valued. We celebrate diversity of thought and perspective and want all of our employees to feel valued, respected and supported. We have built a culture that promotes equality and inclusion for all of our current and future employees and strive to ensure that our behaviours, processes and practices are aligned to this culture.

If you require any accommodations during the recruitment process please contact and we will be delighted to ensure you are fully supported to be your best

The company reserves the right to draw up a shortlist as part of the selection process. The selection process employed will be at the discretion of the Group.

This role is critical in providing high-quality financial advice while managing and supporting a team of Private Client Consultants, with plans to grow and develop the team further. The focus will be managing a portfolio of clients with immediate needs, helping to guide and support the team as they grow into future financial planning and wealth advisory roles.

We're looking for someone with

• Excellent interpersonal, communication, and relationship management skills.
• Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth.
• Proficiency in financial planning software, particularly Voyant.
• Certified Financial Planner (CFP).
• Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs and wealth structuring strategies.
• A minimum of a bachelor's degree in finance, Economics, Business, or a related field.
• Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.
• Tax qualification is desirable.
• Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs, termination payments, and wealth structuring strategies.

Using these skills, you'll be

• 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.
• Identify training opportunities to keep the team updated on industry trends and regulatory changes.
• Foster a collaborative and accountable team culture focused on excellence.
• 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).
• Stay updated on market trends, investment opportunities, and legislative changes to provide clients with forward-thinking financial strategies.

Who is NFP?

With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialises in helping businesses in four core areas:

• Insurance (helping them manage key risks)
• Health and safety (supporting them to create a safer workplace for their employees)
• Employee benefits (helping them reward their people more effectively)
• HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you'll love about working here

• working in a dynamic, fast-paced organisation in an exciting industry
• the opportunity to do globally impactful work from day one
• learning from industry and business line specialists with decades of experience
• a huge variety of projects to work on and challenges to solve
• our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
• a rich suite of employee benefits and out-of-work perks

The great benefits we offer:

• Finances
  It's important to know you're paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind. • Matched employer pension contributions • Life Assurance and Group Income Protection • Lifestyle discounts for well-known brands
• Work-life balance
  We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That's why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office. • Opportunity for hybrid working • Generous annual leave allowance
• Health and wellbeing
  We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing. • Comprehensive Private healthcare • Healthcare cash plan • Additional days off throughout the year to focus on your wellbeing
• Charity and community work
  At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you'll be able to join us in making a real difference. • Numerous charity fundraising challenges and events throughout the year • Opportunities to volunteer and give back to the community • Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work
• Social
  It's not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally. • Two large employee events every year for summer and Christmas • Enjoy out-of-work events and socials to get to know your team better • Good office locations with plenty of opportunity to socialise outside of work
• Inclusion and belonging
  We're proud holders of Insurance Business Magazine's 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement. • A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board • Inclusive policies and procedures to ensure all of our people are treated fairly • Access to Business Resource Groups that can support with multiple of key challenges

NFP and You Better Together!

NFP is an inclusive Equal Employment Opportunity employer.