17 Investment Managers jobs in Dublin
Financial Planning Consultant
Dublin, Leinster
AON Ireland
Posted 1 day ago
Job Viewed
Job Description
Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides 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 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.
This advertiser has chosen not to accept applicants from your region.
0
Financial planning consultant
Dublin, Leinster
AON Ireland
Posted today
Job Viewed
Job Description
Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides 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 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.
This advertiser has chosen not to accept applicants from your region.
1
Financial planning consultant
Dublin, Leinster
AON Ireland
Posted today
Job Viewed
Job Description
Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides 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 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.
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.
This advertiser has chosen not to accept applicants from your region.
2
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 advertiser has chosen not to accept applicants from your region.
3
Financial planning team manager
Dublin, Leinster
360 Search
Posted today
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 advertiser has chosen not to accept applicants from your region.
4
Financial planning team manager
Dublin, Leinster
360 Search
Posted today
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.
5
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 PowerPoint; 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.
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6
Financial planning & analysis (fp&a) manager
Dublin, Leinster
Pontoon Solutions
Posted today
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.
This advertiser has chosen not to accept applicants from your region.
7
Financial planning & analysis (fp&a) manager
Dublin, Leinster
Pontoon Solutions
Posted today
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.
8
AVP / VP Portfolio Risk Management
Dublin, Leinster
€150000 - €200000 Annually
SMBC Aviation Capital
Posted 1 day ago
Job Viewed
Job Description
The Portfolio Risk Management Team forms an integral part of both the delivery of our commercial strategy and the holistic management of our customer bases. Reporting to the EVP Portfolio Risk Management and located in Singapore or Hong Kong, the position of AVP/VP Portfolio Risk Management is a key member of the Portfolio Risk Management team. The Portfolio Risk Management team manage portfolio risk including credit, asset and market analysis and restructuring activities. The team drive commercial decision making, including investment in aircraft assets and everchanging appropriate allocation of the portfolio based on our specialist understanding of our global customer base and the aviation industry. This ensures that SMBC AC has a balanced view of the risks which are an inherent aspect of the industry and ensures efficient approvals of customer transactions and resolution to any customer issues in an appropriate and timely manner.
The AVP/ VP Portfolio Risk Management will be supporting senior team members to develop and improve portfolio risk management activities of our business. The successful candidate will be responsible for managing the monitoring of airlines and aviation environment in the Asia Pacific and Middle East (APME) region, delivering insights on both the general market dynamic and on specific airline issues.
Data Analytics:Design, maintain, and apply dashboards, models, and early-warning indicators to support proactive portfolio management and stronger decision-making, using Power BI and other tools.
Portfolio Management: Collaborate with the deal team to structure transactions that enhance risk-adjusted profitability.
Customer Monitoring: Continuously monitor the creditworthiness of existing APME customers using dashboards and data-driven indicators, ensuring timely identification of potential risks.
Annual Credit Reviews: Conduct comprehensive annual credit reviews for APME clients, updating credit grades and assessments to reflect current financial conditions.
Credit Assessment: Evaluate the creditworthiness of prospective clients, assigning appropriate credit grades and providing informed credit views to support strategic business decisions as part of the deal team.
Risk Management: Identify high-risk clients and implement proactive measures to mitigate risks, including leading collection efforts for assigned delinquent accounts within the APME region.
Documentation and Reporting: Prepare high-quality approval papers and credit memos. Ensure that all analysis papers are accurately prepared and distributed to SMBC AC and relevant shareholders as required.
Qualifications & Experience
A bachelor's degree in an analytical field such as finance, engineering, data science or accounting is preferred.
A minimum of 3 years of experience in the aviation sector, particularly in risk management for aircraft lessors.
Solid understanding of the airline and aircraft leasing industries.
Strong analytical skills with a keen attention to detail; organized and dependable.
Ability to adapt quickly in a fast-paced, results-oriented global environment, demonstrating initiative while also collaborating effectively within a team.
Flexibility and willingness to travel occasionally on short notice.
Proficiency in English (both written and verbal) is essential.
Critical Behaviours
These embody our culture and are central to how we work together at SMBC Aviation Capital: Bachelor's degree in Data Analytics or related field
- Respect: Two-way communication: listen intently, give quieter voices a platform and be conscious of tone. Respect people's time and be flexible in accommodating others.
- Trust: Create a psychologically safe space. Do what you say you will do, when you say you will do it. Be honest, communicate openly and be respectful of each other's needs.
- Integrity: Always do what is right including when no one is watching; treat people with respect and kindness; be self-aware, compassionate and embrace diversity.
- Connect: Collaborate to unleash the full potential of our diverse talent. Respect each other's expertise and perspective and welcome challenge. Foster an inclusive and fun environment where accomplishments are recognised and take pride in winning together.
- Adapt: Be brave and curious - anticipate the future and be proactive. Have a 'why not' attitude, learn from previous experiences. Call out bureaucracy when it is evident in a process or way of working. Be agile to meet and exceed our customers' needs. Demonstrate resilience and support each other.
- Achieve: Take accountability and ownership to deliver results, be ambitious and take pride in everything we do. Set each other up for success and share insights. Do what it takes to drive positive change and seek opportunities to innovate and grow our business and people.
Take your career to new heights - come join us at SMBC Aviation Capital
At SMBC Aviation Capital we look after one another. Through the SMBC Aviation Capital People Commitment we offer a comprehensive suite of benefits, aligned to your needs as you move through different career and life stages. The SMBC AC People Commitment also includes our people-led culture; reward & recognition; along with our learning, wellbeing, inclusion, engagement, and CSR initiatives. In return, we ask you to bring your enthusiasm and commitment to your work here at SMBC AC to mutually create an exceptional employee experience.
A world of opportunity awaits you at SMBC Aviation Capital. Our workplace is one where diversity is welcome, and people of all backgrounds are supported to be at their best. We are an equal opportunities employer and strive to build an ever-inclusive work environment. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please reach out to us at
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