6 Financial Strategy jobs in Ireland

Financial Planning Manager Our client, a leading global wealth manager, is currently seeking a Financial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth management sales in Ireland Gathering new clients and assets for the firm Extensive networking & direct consultative selling Dedicated portfolio management Retention of client relationships The Candidate: 5+ years of success providing financial advice to clients Proven individual sales success with retail clients Quantifiable track record in closing new investor business Outstanding sales ability with proven sales track record Strong work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: pensions Sales Business Development New Business Development Investments Financial Planning qfa Benefits: Group Life Assurance Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus

Financial Planning & Sales Manager Our client, a leading global investment manager, is seeking a SeniorFinancial Planner to join their locally based team. This is an great opportunity for a sales driven financial advisor who is looking to grow their career within a global investment manager. The Job: Meeting with private clients to discuss investment opportunities Driving wealth management in Ireland Sourcing new clients & assets for the firm Extensive networking & direct selling of wealth management Dedicated portfolio management Retention of key client relationships The Candidate: Min 6 years of successfully providing financial advice Proven individual sales success with retail clients Quantifiable track record in closing new private client business Great sales ability with proven sales track record Good work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: Sales Business Development Investment Advice QFA Financial Advisor Ealth manager Wealth Management Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus

360 Search are hiring for a Head of Financial Planning to support a growing Wealth & Financial Planning team. This role is critical in providing high-quality financial advice while managing and supporting an existing team of Private Client Consultants, with plans to grow and develop the team further. The Hiring Firm are well-established and have experienced immense growth in Ireland across Financial Planning & Employee Benefits, along with other core areas. The job: 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 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) The candidate: 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) Proficiency in financial planning software, particularly Voyant. A minimum of a bachelors 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 Full drivers license Skills: People Management New Business Development Sales Management Financial Planning Financial Advisor

Armont Recruitment have partnered with a well-established financial services brokerage firm who are seeking a Life & Pensions Administrator to join their expanding team in Dublin City. The successful candidate will be QFA qualified or working towards same, who is seeking an opportunity to expand on their current experience, whilst developing further career opportunities. The Role Providing insurance & pension administration support to existing and new client base Analysis of existing client arrangements as well as new business processing Preparation of suitability statements Retirement fund evaluation and research Compliance implementation Provide detailed report preparation The Candidate APA qualified at a minimum QFA qualified (or working towards) Minimum 1 year experience working across life and pensions administration, or experience within a financial services brokerage firm Technical knowledge of insurance, pension and investment products General knowledge of investment markets Strong customer service focus The Reward Attractive salary and package to be discussed all dependent on experience Skills: Life Pensions Investments Administrator QFA ACA Financial Planning

Senior Financial Planning & Analyst (Senior FP&A) Are you a qualified accountant (or working towards your qualification) with a passion for turning numbers into strategic insights? Are you ready to partner with a global tech function and looking to make a real impact in a dynamic, tech-driven environment? Join us as a Senior FP&A and help shape the financial future of our technology operations. This is a hybrid role with the flexibility to work both virtually and from our Dublin office. 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 organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like The Senior FP&A will partner with Aon Business Services Technology function to: Provide insight of financial performance through accurate, timely and relevant reporting Interpret and clearly communicate results, reports and analysis Provide continuous review and improvement of management information. Specifically, this will include: Overseeing the in-scope Month End Close financials that are led by our Krakow team and provide accounting guidance where required Handling the monthly forecasting process for in-scope functions and provide advice and guidance to our Krakow team and to ensure these are aligned to operational plans Preparing and overseeing production of monthly financial information for in-scope functions and meeting regularly with operational partners to discuss and understand underlying operational drivers as well as potential risks and opportunities Supporting strategic functional initiatives and projects, including reviewing/preparing Cost Benefits Analysis for key projects (including integration), and track performance against those Meeting with relevant global finance leads for in-scope functions to ensure global alignment to initiatives and plans for region Supporting delivery of annual budgets, ensuring future run rates are adequately gathered and other key assumptions included in budgets are properly supported, documented and communicated Ensuring allocations out to the business for the services delivered by the above functions are based on reasonable and agreed assumptions/methodology and clearly communicate those to relevant partners. Work with the Global allocation team to ensure they are properly reflected in our Allocation tool Aiming to improve processes and tools not just for own work, but across the ABS finance team to streamline overall workloads. How this opportunity is different This is an exciting opportunity to work daily with colleagues across the globe, gaining exposure to different parts of the business and influence leaders across different solution lines. You will be part of a team of Finance Business Partners supporting ABS Technology, where you will build strong relationships with key operational stakeholders within the function to help manage their financials, including: Leading planning & forecast cycles Production / interpretation of financial management information Develop operational knowledge of the functions supported Influence financial performance. At Aon you will be supported in your growth and development, working in an environment where you can shape your career, based on your interests and passions. Skills and experience that will lead to success The ideal individual will have: Relevant qualification as Qualified Accountant (CIMA or ACCA) or working towards the same Proven FP&A experience in finance business partnering and multinational environment Skilled communicator within and across different field, including dealing with Business Leaders Advanced Excel skills with ability to quickly organize and analyze large/diverse sets of data Knowledge of PowerPoint, Workday, TM1, Power BI/Query would be an advantage Prepared to be flexible to meet deadlines and support team when required Keen to learn about technology. 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. 2563227 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.